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CSX Corp
CSX

903 hedge funds and large institutions have $24B invested in CSX Corp in 2014 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 276 increasing their positions, 348 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 48

28% more funds holding in top 10

Funds holding in top 10: 18 → 23 (+5)

13% more capital invested

Capital invested by funds: $21.3B → $24B (+$2.68B)

9% more funds holding

Funds holding: 831 → 903 (+72)

0.53% more ownership

Funds ownership: 199.49% → 200.02% (+0.53%)

17% less call options, than puts

Call options by funds: $196M | Put options by funds: $237M

21% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 348

Holders
903
Holders Change
+72
Holders Change %
+8.66%
% of All Funds
24.07%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
130
Increased
276
Reduced
348
Closed
48
Calls
$196M
Puts
$237M
Net Calls
-$40.7M
Net Calls Change
-$92.8M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
2
Deutsche Bank
Deutsche Bank
Germany
+$293M
3
TCIM
TIAA CREF Investment Management
New York
+$192M
4
Millennium Management
Millennium Management
New York
+$148M
5
Citadel Advisors
Citadel Advisors
Florida
+$77.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$586M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$227M
3
Lazard Asset Management
Lazard Asset Management
New York
-$221M
4
GTP
Global Thematic Partners
New York
-$102M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$97.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$194M +$188M +16,090,857 New
Neuberger Berman Group
27
Neuberger Berman Group
New York
$184M -$29.7M -2,538,894 -14%
AC
28
Alleghany Corporation
New York
$181M – – –
SI
29
Sentry Investments
Ontario, Canada
$180M -$8.13M -694,068 -4%
Millennium Management
30
Millennium Management
New York
$157M +$148M +12,664,968 +3,913%
Legal & General Group
31
Legal & General Group
United Kingdom
$150M -$3.66M -312,939 -2%
APG Asset Management
32
APG Asset Management
Netherlands
$137M +$1.26M +107,790 +1%
TA
33
Teachers Advisors
New York
$130M +$67M +5,723,115 +113%
Primecap Management
34
Primecap Management
California
$123M +$6.58M +561,600 +6%
UBS AM
35
UBS AM
Illinois
$122M -$501K -42,822 -0.4%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$117M +$1.27M +108,810 +1%
CCM
37
Causeway Capital Management
California
$114M -$33.2M -2,836,179 -25%
Charles Schwab
38
Charles Schwab
California
$113M +$8.21M +701,094 +8%
JHIU
39
Janus Henderson Investors US
Colorado
$111M +$66.8M +5,701,578 +164%
O
40
OppenheimerFunds
New York
$110M +$51.9M +4,429,827 +95%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$108M +$5.72M +488,754 +6%
Capital International Investors
42
Capital International Investors
California
$104M – – –
GTP
43
Global Thematic Partners
New York
$98M -$102M -8,672,712 -52%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$97.7M -$48.1M -4,110,693 -34%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$88M -$263K -22,503 -0.3%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$87.2M +$49.5M +4,224,858 +141%
Westfield Capital Management
47
Westfield Capital Management
Massachusetts
$87M -$46.2M -3,948,252 -35%
Citadel Advisors
48
Citadel Advisors
Florida
$86.8M +$77.9M +6,652,536 +1,239%
Prudential Financial
49
Prudential Financial
New Jersey
$86.7M -$29.7M -2,533,950 -26%
BlackRock
50
BlackRock
New York
$82.7M +$4.33M +370,047 +6%
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CSX Hedge Fund Activity: Q4 2014 in Review

903 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2014, worth a combined $24B — up 13% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CSX positions and 48 closed out — a net gain of 82 holders — while 276 added to existing stakes and 348 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $311M. The largest seller was Bank of America, cutting an estimated $586M.

  • 903 institutional investors held CSX Corp (CSX) as of Q4 2014, up from 831 in Q3 2014.
  • Funds reported $24B of CSX Corp stock for Q4 2014, up 13% quarter-over-quarter.
  • 130 funds opened new CSX Corp positions in Q4 2014 and 48 closed out, a net change of +82 holders.
  • The largest CSX Corp buyer in Q4 2014 was Fidelity Investments, an estimated $311M added.
  • The largest CSX Corp seller in Q4 2014 was Bank of America, an estimated $586M sold.

Based on aggregated 13F filings for Q4 2014.