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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
MA
476
Marshwinds Advisory
Georgia
$766K -$2.75K -297 -0.4%
DCM
477
Dynamic Capital Management
Jersey
$754K -$268K -28,848 -27%
NES
478
New England Securities
New York
$754K +$200K +21,558 +38%
NRS
479
Neville Rodie & Shaw
New York
$750K -$22.3K -2,400 -3%
PI
480
Placemark Investments
Illinois
$746K -$7.78M -838,845 -92%
GD
481
Grandfield & Dodd
New York
$746K +$134K +14,400 +23%
AB
482
Amalgamated Bank
New York
$737K -$13.9K -1,503 -2%
PCM
483
Perritt Capital Management
Illinois
$728K -$1.5K -162 -0.2%
CSIC
484
Clifford Swan Investment Counsel
California
$727K +$698K +75,252 New
SIC
485
Schwartz Investment Counsel
Michigan
$724K
SC
486
SouthState Corp
Florida
$724K
FHA
487
First Horizon Advisors
Tennessee
$722K -$16.7K -1,800 -2%
NPC
488
National Planning Corporation
California
$722K -$9.07K -978 -1%
BFIM
489
Beese Fulmer Investment Management
Ohio
$721K
NGA
490
Naples Global Advisors
Florida
$720K +$61.2K +6,600 +10%
RC
491
Roundview Capital
New Jersey
$714K
GIM
492
Guardian Investment Management
California
$709K
PAM
493
PartnerRe Asset Management
Connecticut
$705K -$1.42K -153 -0.2%
LIA
494
LS Investment Advisors
Michigan
$703K +$329K +35,487 +95%
IAS
495
IMA Advisory Services
Colorado
$702K -$5.57K -600 -0.8%
SCM
496
Stux Capital Management
New York
$701K +$673K +72,600 New
STC
497
SEI Trust Company
Pennsylvania
$695K +$668K +72,000 New
TCOV
498
Trust Company of Vermont
Vermont
$693K
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$692K +$15.9K +1,710 +2%
PTC
500
Philadelphia Trust Company
Pennsylvania
$684K -$277K -29,850 -30%

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.