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CSX Corp

752 hedge funds and large institutions have $17.8B invested in CSX Corp in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 304 increasing their positions, 247 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

35% more call options, than puts

Call options by funds: $138M | Put options by funds: $102M

23% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 247

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

11% more capital invested

Capital invested by funds: $16.1B → $17.8B (+$1.74B)

4% more funds holding

Funds holding: 722752 (+30)

0.13% more ownership

Funds ownership: 197.51%197.65% (+0.13%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
24.38%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
75
Increased
304
Reduced
247
Closed
39
Calls
$138M
Puts
$102M
Net Calls
+$35.4M
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$128M -$29.2M -3,473,280 -19%
Deutsche Bank
27
Deutsche Bank
Germany
$126M -$32.7M -3,896,595 -21%
Prudential Financial
28
Prudential Financial
New Jersey
$121M +$10.2M +1,220,703 +10%
SI
29
Sentry Investments
Ontario, Canada
$119M +$35.8M +4,267,500 +44%
Legal & General Group
30
Legal & General Group
United Kingdom
$116M +$1.55M +185,001 +1%
GE
31
General Electric
Ohio
$110M +$11.4M +1,353,171 +12%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$99.9M +$14.7M +1,755,300 +18%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$97.5M -$10.7M -1,276,989 -10%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$96.5M +$54.6M +6,505,602 +137%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$95.1M -$3.4M -405,681 -4%
Wells Fargo
36
Wells Fargo
California
$90.3M +$29.9M +3,567,711 +51%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$88.9M +$64.7M +7,703,583 +290%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$80.1M +$1.14M +135,891 +1%
Goldman Sachs
39
Goldman Sachs
New York
$77.3M +$4.87M +579,816 +7%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$76.9M -$2.02M -240,300 -3%
UBS AM
41
UBS AM
Illinois
$76.5M +$525K +62,505 +0.7%
APG Asset Management
42
APG Asset Management
Netherlands
$76.1M -$3.79M -451,632 -5%
Capital International Investors
43
Capital International Investors
California
$73.6M
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$73.1M +$19.1M +2,279,100 +37%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$71.9M +$1.73M +206,646 +3%
Charles Schwab
46
Charles Schwab
California
$70.2M +$5.78M +688,767 +9%
Artisan Partners
47
Artisan Partners
Wisconsin
$69.9M +$7.27M +866,352 +12%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$64.3M -$2.52M -300,699 -4%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$60.1M -$223M -26,533,611 -79%
BlackRock
50
BlackRock
New York
$59.4M +$3.21M +382,479 +6%

CSX Hedge Fund Activity: Q3 2013 in Review

752 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2013, worth a combined $17.8B — up 11% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new CSX positions and 39 closed out — a net gain of 36 holders — while 304 added to existing stakes and 247 trimmed.

The largest buyer was Bank of America, adding an estimated $289M. The largest seller was T. Rowe Price Associates, cutting an estimated $223M.

  • 752 institutional investors held CSX Corp (CSX) as of Q3 2013, up from 722 in Q2 2013.
  • Funds reported $17.8B of CSX Corp stock for Q3 2013, up 11% quarter-over-quarter.
  • 75 funds opened new CSX Corp positions in Q3 2013 and 39 closed out, a net change of +36 holders.
  • The largest CSX Corp buyer in Q3 2013 was Bank of America, an estimated $289M added.
  • The largest CSX Corp seller in Q3 2013 was T. Rowe Price Associates, an estimated $223M sold.

Based on aggregated 13F filings for Q3 2013.