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CSX Corp

813 hedge funds and large institutions have $19.1B invested in CSX Corp in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 298 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $156M | Put options by funds: $114M

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1.04% more ownership

Funds ownership: 195.12%196.16% (+1%)

1% more capital invested

Capital invested by funds: $18.9B → $19.1B (+$113M)

0% more funds holding

Funds holding: 813813 (0)

0% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 298

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
813
Holders Change
Holders Change %
0%
% of All Funds
23.48%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
86
Increased
297
Reduced
298
Closed
72
Calls
$156M
Puts
$114M
Net Calls
+$42.6M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Alleghany Corporation
New York
$145M +$139M +15,000,000 New
Deutsche Bank
27
Deutsche Bank
Germany
$140M +$26.6M +2,868,858 +25%
Prudential Financial
28
Prudential Financial
New Jersey
$128M -$7.15M -770,484 -6%
Legal & General Group
29
Legal & General Group
United Kingdom
$127M -$4.72M -508,728 -4%
BA
30
BlackRock Advisors
Delaware
$122M +$113M +12,157,224 +2,765%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$116M +$17.3M +1,867,185 +18%
TCIM
32
TIAA CREF Investment Management
New York
$115M -$23.7M -2,549,910 -18%
Westfield Capital Management
33
Westfield Capital Management
Massachusetts
$115M +$9.64M +1,039,305 +10%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$104M +$560K +60,372 +0.5%
UBS AM
35
UBS AM
Illinois
$94.2M +$5.36M +578,133 +6%
O
36
OppenheimerFunds
New York
$92.6M -$122M -13,132,368 -58%
APG Asset Management
37
APG Asset Management
Netherlands
$90.7M +$5.6M +604,209 +7%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$83.3M -$72.3K -7,800 -0.1%
Capital International Investors
39
Capital International Investors
California
$82.9M
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$82.2M -$1.26M -136,200 -2%
GE
41
General Electric
Ohio
$80M -$4.91M -529,119 -6%
Charles Schwab
42
Charles Schwab
California
$79M +$1.78M +191,607 +2%
Goldman Sachs
43
Goldman Sachs
New York
$78.8M -$16.9M -1,825,116 -18%
AllianceBernstein
44
AllianceBernstein
Tennessee
$76.4M +$15.3M +1,647,954 +26%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$75.2M -$15.7M -1,695,240 -18%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$73.1M -$1.87M -202,047 -3%
CCM
47
Causeway Capital Management
California
$71.9M +$65.6M +7,069,653 New
CBOA
48
Commonwealth Bank of Australia
Australia
$69.2M +$35.9M +3,872,844 +117%
RFC
49
Russell Frank Company
Washington
$64.6M +$26.2M +2,824,800 +70%
SB
50
Suntrust Banks
Georgia
$62.7M +$50.2M +5,414,727 +502%

CSX Hedge Fund Activity: Q1 2014 in Review

813 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2014, worth a combined $19.1B — up 0.59% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CSX positions and 72 closed out — a net gain of 14 holders — while 297 added to existing stakes and 298 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $139M. The largest seller was OppenheimerFunds, cutting an estimated $122M.

  • 813 institutional investors held CSX Corp (CSX) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19.1B of CSX Corp stock for Q1 2014, up 0.59% quarter-over-quarter.
  • 86 funds opened new CSX Corp positions in Q1 2014 and 72 closed out, a net change of +14 holders.
  • The largest CSX Corp buyer in Q1 2014 was Alleghany Corporation, an estimated $139M added.
  • The largest CSX Corp seller in Q1 2014 was OppenheimerFunds, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2014.