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CSX Corp

813 hedge funds and large institutions have $18.9B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

8% more funds holding

Funds holding: 752813 (+61)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.13B)

9% more call options, than puts

Call options by funds: $136M | Put options by funds: $125M

9% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 295

2.52% less ownership

Funds ownership: 197.65%195.12% (-2.5%)

Holders
813
Holders Change
+61
Holders Change %
+8.11%
% of All Funds
23.6%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
113
Increased
267
Reduced
295
Closed
46
Calls
$136M
Puts
$125M
Net Calls
+$11M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
476
Amalgamated Bank
New York
$747K -$6.91K -771 -1%
FFS
477
Founders Financial Securities
Maryland
$742K +$693K +77,337 New
FANJ
478
Financial Architects (New Jersey)
New Jersey
$740K +$461K +51,468 +200%
FHA
479
First Horizon Advisors
Tennessee
$734K +$3.63K +405 +0.5%
PCM
480
Perritt Capital Management
Illinois
$725K -$10.3K -1,155 -2%
ST
481
Spot Trading
Illinois
$725K +$678K +75,621 New
NPC
482
National Planning Corporation
California
$723K +$44.5K +4,968 +7%
SIC
483
Schwartz Investment Counsel
Michigan
$719K
SC
484
SouthState Corp
Florida
$719K +$8.52K +951 +1%
BFIM
485
Beese Fulmer Investment Management
Ohio
$716K -$13.4K -1,500 -2%
BF
486
BOK Financial
Oklahoma
$712K -$8.06K -900 -1%
RC
487
Roundview Capital
New Jersey
$709K
GMIM
488
General Motors Investment Management
New York
$705K +$12.6K +1,404 +2%
IAS
489
IMA Advisory Services
Colorado
$703K +$5.38K +600 +0.8%
PAM
490
PartnerRe Asset Management
Connecticut
$702K -$42.1K -4,698 -6%
V
491
Veritable
Delaware
$696K -$148K -16,482 -19%
GIM
492
Guardian Investment Management
California
$694K
TCOV
493
Trust Company of Vermont
Vermont
$689K
NHFG
494
New Harbor Financial Group
Massachusetts
$682K +$637K +71,100 New
LOCC
495
Lombard Odier & Cie (Canada)
Quebec, Canada
$676K +$632K +70,500 New
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$670K -$34.5K -3,849 -5%
WSA
497
Willow Street Advisors
Florida
$669K
GDF
498
Graham & Dodd Fund
New York
$667K -$474K -52,953 -43%
WIC
499
Woodmont Investment Counsel
Tennessee
$661K
WCA
500
Westover Capital Advisors
Delaware
$653K -$3.82K -426 -0.6%

CSX Hedge Fund Activity: Q4 2013 in Review

813 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $18.9B — up 6.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CSX positions and 46 closed out — a net gain of 67 holders — while 267 added to existing stakes and 295 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.

  • 813 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
  • Funds reported $18.9B of CSX Corp stock for Q4 2013, up 6.3% quarter-over-quarter.
  • 113 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +67 holders.
  • The largest CSX Corp buyer in Q4 2013 was Bank of America, an estimated $134M added.
  • The largest CSX Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $363M sold.

Based on aggregated 13F filings for Q4 2013.