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CSX Corp

829 hedge funds and large institutions have $18.1B invested in CSX Corp in 2015 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 307 increasing their positions, 301 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $384M | Put options by funds: $212M

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 301

0.2% less ownership

Funds ownership: 206.9%206.7% (-0.2%)

5% less funds holding

Funds holding: 870829 (-41)

18% less capital invested

Capital invested by funds: $22.1B → $18.1B (-$3.98B)

40% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 88

Holders
829
Holders Change
-41
Holders Change %
-4.71%
% of All Funds
23.14%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.56%
New
53
Increased
307
Reduced
301
Closed
88
Calls
$384M
Puts
$212M
Net Calls
+$172M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$134M -$12.4M -1,262,067 -8%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$133M +$5.48M +558,873 +4%
UBS Group
28
UBS Group
Switzerland
$133M -$16.2M -1,652,952 -10%
Barclays
29
Barclays
United Kingdom
$124M +$10.6M +1,079,148 +8%
YCMGA
30
York Capital Management Global Advisors
New York
$122M +$113M +11,515,365 +562%
Primecap Management
31
Primecap Management
California
$117M -$7.39M -753,225 -5%
AQR Capital Management
32
AQR Capital Management
Connecticut
$116M +$42.8M +4,365,255 +51%
Legal & General Group
33
Legal & General Group
United Kingdom
$113M +$4.57M +465,906 +4%
JP Morgan Chase
34
JP Morgan Chase
New York
$108M -$49.2M -5,017,617 -29%
Deutsche Bank
35
Deutsche Bank
Germany
$107M -$207M -21,096,159 -64%
APG Asset Management
36
APG Asset Management
Netherlands
$102M -$1.15M -117,099 -1%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$102M +$2.52M +257,310 +2%
GTP
38
Global Thematic Partners
New York
$100M -$3.61M -368,154 -3%
Axa
39
Axa
France
$100M +$99.1M +10,094,946 +948%
JHIU
40
Janus Henderson Investors US
Colorado
$92.9M -$43.2M -4,400,589 -30%
PIM
41
Perkins Investment Management
Illinois
$84.8M +$19.6M +1,994,598 +27%
Capital Fund Management (CFM)
42
Capital Fund Management (CFM)
France
$82.4M +$54.7M +5,575,950 +154%
LM
43
Luminus Management
Texas
$82.1M +$89.8M +9,153,255 New
CS
44
Credit Suisse
Switzerland
$80.4M -$106M -10,800,387 -55%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$77.6M -$83M -8,461,650 -49%
UBS AM
46
UBS AM
Illinois
$77.4M -$10.6M -1,083,738 -11%
Capital International Investors
47
Capital International Investors
California
$76.9M
AIM
48
abrdn Investment Management
United Kingdom
$75.2M -$21.9M -2,232,243 -21%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$74.9M -$7.9M -805,515 -9%
Two Sigma Investments
50
Two Sigma Investments
New York
$74.9M +$81.6M +8,314,515 +23,038%

CSX Hedge Fund Activity: Q3 2015 in Review

829 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2015, worth a combined $18.1B — down 18% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CSX and 53 opened new positions — a net loss of 35 holders — while 301 trimmed existing stakes and 307 added.

The largest buyer was Lazard Asset Management, adding an estimated $145M. The largest seller was Goldman Sachs, cutting an estimated $299M.

  • 829 institutional investors held CSX Corp (CSX) as of Q3 2015, down from 870 in Q2 2015.
  • Funds reported $18.1B of CSX Corp stock for Q3 2015, down 18% quarter-over-quarter.
  • 53 funds opened new CSX Corp positions in Q3 2015 and 88 closed out, a net change of -35 holders.
  • The largest CSX Corp buyer in Q3 2015 was Lazard Asset Management, an estimated $145M added.
  • The largest CSX Corp seller in Q3 2015 was Goldman Sachs, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2015.