We are live on ! Find out more
CSX icon

CSX Corp
CSX

1,047 hedge funds and large institutions have $37B invested in CSX Corp in 2017 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 288 increasing their positions, 393 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 75

17.29% more ownership

Funds ownership: 208.62% → 225.9% (+17%)

8% more funds holding

Funds holding: 971 → 1,047 (+76)

7% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.56B)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

27% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 393

48% less call options, than puts

Call options by funds: $646M | Put options by funds: $1.24B

Holders
1,047
Holders Change
+76
Holders Change %
+7.83%
% of All Funds
23.75%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
160
Increased
288
Reduced
393
Closed
75
Calls
$646M
Puts
$1.24B
Net Calls
-$598M
Net Calls Change
-$586M

Top Buyers

Rank Fund Capital Flow
1
LPC
Lone Pine Capital
Connecticut
+$605M
2
SCM
Steadfast Capital Management
New York
+$242M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$226M
4
Goldman Sachs
Goldman Sachs
New York
+$160M
5
SCM
Suvretta Capital Management
New York
+$133M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$358M
2
BC
Brahman Capital
New York
-$265M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$209M
4
SC
Sculptor Capital
New York
-$208M
5
BRC
Blue Ridge Capital
New York
-$198M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Steadfast Capital Management
New York
$250M +$242M +13,640,514 New
JP Morgan Chase
27
JP Morgan Chase
New York
$243M +$99.9M +5,643,510 +74%
AC
28
Alleghany Corporation
New York
$236M +$15.1M +855,000 +7%
Ameriprise
29
Ameriprise
Minnesota
$226M +$11.8M +665,625 +6%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$206M -$591K -33,396 -0.3%
Swiss National Bank
31
Swiss National Bank
Switzerland
$185M -$1.67M -94,500 -0.9%
Citadel Advisors
32
Citadel Advisors
Florida
$180M +$126M +7,138,710 +268%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$178M +$1.6M +90,552 +0.9%
TCIM
34
TIAA CREF Investment Management
New York
$177M -$48.7M -2,750,427 -22%
Charles Schwab
35
Charles Schwab
California
$175M +$674K +38,052 +0.4%
Wells Fargo
36
Wells Fargo
California
$168M +$6.32M +356,817 +4%
Primecap Management
37
Primecap Management
California
$157M -$56.1M -3,169,650 -27%
UBS AM
38
UBS AM
Illinois
$153M +$219K +12,384 +0.1%
APG Asset Management
39
APG Asset Management
Netherlands
$147M +$34.2M +1,933,500 +25%
SCM
40
Suvretta Capital Management
New York
$138M +$133M +7,532,994 New
PPA
41
Parametric Portfolio Associates
Washington
$138M -$7.27M -410,559 -5%
Capital World Investors
42
Capital World Investors
California
$138M -$159M -9,000,000 -55%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$130M +$4.15M +234,123 +3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$127M -$3.15M -178,125 -3%
Millennium Management
45
Millennium Management
New York
$127M +$105M +5,937,885 +615%
UBS Group
46
UBS Group
Switzerland
$125M -$7.94M -448,461 -6%
CBOA
47
Commonwealth Bank of Australia
Australia
$118M -$34.7M -1,960,077 -23%
Mawer Investment Management
48
Mawer Investment Management
Alberta, Canada
$117M +$8.07M +455,940 +8%
SCM
49
Sirios Capital Management
Massachusetts
$104M +$72.6M +4,100,127 +265%
CS
50
Credit Suisse
Switzerland
$103M +$5.3M +299,103 +6%
1
2
3 4 5

CSX Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2017, worth a combined $37B — up 7.4% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new CSX positions and 75 closed out — a net gain of 85 holders — while 288 added to existing stakes and 393 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $605M. The largest seller was Capital Research Global Investors, cutting an estimated $358M.

  • 1,047 institutional investors held CSX Corp (CSX) as of Q4 2017, up from 971 in Q3 2017.
  • Funds reported $37B of CSX Corp stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 160 funds opened new CSX Corp positions in Q4 2017 and 75 closed out, a net change of +85 holders.
  • The largest CSX Corp buyer in Q4 2017 was Lone Pine Capital, an estimated $605M added.
  • The largest CSX Corp seller in Q4 2017 was Capital Research Global Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2017.