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CSX Corp

813 hedge funds and large institutions have $18.9B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

8% more funds holding

Funds holding: 752813 (+61)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.13B)

9% more call options, than puts

Call options by funds: $136M | Put options by funds: $125M

9% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 295

2.52% less ownership

Funds ownership: 197.65%195.12% (-2.5%)

Holders
813
Holders Change
+61
Holders Change %
+8.11%
% of All Funds
23.6%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
113
Increased
267
Reduced
295
Closed
46
Calls
$136M
Puts
$125M
Net Calls
+$11M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
451
TCV Trust & Wealth Management
Virginia
$889K -$14.8K -1,650 -2%
SNBOSCI
452
Security National Bank of Sioux City Iowa
Iowa
$888K +$116K +12,975 +16%
Daiwa Securities Group
453
Daiwa Securities Group
Japan
$883K -$78K -8,700 -9%
DCMA
454
Daiwa Capital Markets America
New York
$883K +$825K +92,100 New
CI
455
Conning Inc
Connecticut
$869K +$141K +15,720 +21%
AC
456
AFAM Capital
Texas
$859K +$51K +5,697 +7%
RMAM
457
Raab & Moskowitz Asset Management
New Jersey
$858K +$802K +89,484 New
Luther King Capital Management (LKCM)
458
Luther King Capital Management (LKCM)
Texas
$857K -$451K -50,280 -36%
AWA
459
AmeriServ Wealth Advisors
Pennsylvania
$856K +$58.9K +6,573 +8%
MWAC
460
Mariner Wealth Advisors (Cincinnati)
Ohio
$851K -$58.9K -6,570 -7%
DnB Asset Management
461
DnB Asset Management
Norway
$836K -$8.06K -900 -1%
OA
462
OFI Advisors
Pennsylvania
$835K +$31.5K +3,510 +4%
FBNAT
463
FirstMerit Bank N.A. Trustee
Ohio
$833K +$121K +13,500 +18%
WC
464
Whitnell & Co
Illinois
$827K
CIMLRA
465
CBRE Investment Management Listed Real Assets
Pennsylvania
$825K -$1.31M -145,950 -63%
PP
466
Paloma Partners
Connecticut
$818K +$467K +52,134 +157%
FCB
467
First Citizens Bancorporation
South Carolina
$814K +$760K +84,870 New
MA
468
MUFG Americas
New York
$788K -$99.5K -11,100 -12%
SC
469
Scotia Capital
Ontario, Canada
$786K +$198K +22,116 +37%
AA
470
Ancora Advisors
Ohio
$780K -$40.3K -4,500 -5%
PNC
471
Park National Corp
Ohio
$775K +$115K +12,882 +19%
NRS
472
Neville Rodie & Shaw
New York
$768K -$26.9K -3,000 -4%
MA
473
Marshwinds Advisory
Georgia
$764K +$8.06K +900 +1%
HI
474
Horizon Investments
North Carolina
$754K +$132K +14,679 +23%
DILH
475
Dai-ichi Life Holdings
Japan
$753K

CSX Hedge Fund Activity: Q4 2013 in Review

813 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $18.9B — up 6.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CSX positions and 46 closed out — a net gain of 67 holders — while 267 added to existing stakes and 295 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.

  • 813 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
  • Funds reported $18.9B of CSX Corp stock for Q4 2013, up 6.3% quarter-over-quarter.
  • 113 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +67 holders.
  • The largest CSX Corp buyer in Q4 2013 was Bank of America, an estimated $134M added.
  • The largest CSX Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $363M sold.

Based on aggregated 13F filings for Q4 2013.