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CSX Corp

820 hedge funds and large institutions have $17B invested in CSX Corp in 2016 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 310 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $293M | Put options by funds: $132M

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more capital invested

Capital invested by funds: $16.8B → $17B (+$232M)

0% less funds holding

Funds holding: 821820 (-1)

8% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 310

4.2% less ownership

Funds ownership: 206.53%202.33% (-4.2%)

Holders
820
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
21.88%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
65
Increased
286
Reduced
310
Closed
56
Calls
$293M
Puts
$132M
Net Calls
+$161M
Net Calls Change
+$47.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
476
Summit Securities Group
New York
$694K +$695K +79,812 New
PTC
477
Private Trust Company
Ohio
$688K -$572K -65,727 -45%
CLOS
478
Compagnie Lombard Odier SCmA
Switzerland
$667K
FMBTD
479
First Midwest Bank Trust Division
Illinois
$665K -$18.3K -2,106 -3%
OMCS
480
Old Mutual Customised Solutions
South Africa
$660K
PGIM
481
Pacific Global Investment Management
California
$647K -$117K -13,389 -15%
MA
482
Marshwinds Advisory
Georgia
$643K +$23.6K +2,706 +4%
FNBT
483
FineMark National Bank & Trust
Florida
$638K +$62.5K +7,176 +11%
MWAC
484
Mariner Wealth Advisors (Cincinnati)
Ohio
$636K +$89.6K +10,284 +16%
NGA
485
Naples Global Advisors
Florida
$632K -$3.92K -450 -0.6%
PP
486
Prudential plc
United Kingdom
$631K -$580K -66,600 -48%
AUB
487
Atlantic Union Bankshares
Virginia
$625K
CI
488
Conning Inc
Connecticut
$622K +$5.75K +660 +0.9%
WSCM
489
Wellington Shields Capital Management
New York
$619K
WIC
490
Woodmont Investment Counsel
Tennessee
$619K +$87.5K +10,044 +16%
TCOV
491
Trust Company of Vermont
Vermont
$618K
NRS
492
Neville Rodie & Shaw
New York
$611K +$75.7K +8,694 +14%
V
493
Veritable
Delaware
$610K +$141K +16,137 +30%
CC
494
ClearArc Capital
Ohio
$606K -$7.11K -816 -1%
BFIM
495
Beese Fulmer Investment Management
Ohio
$603K
BMC
496
Benin Management Corp
Connecticut
$602K
AIM
497
Aspen Investment Management
Michigan
$598K -$18.3K -2,100 -3%
BA
498
Bristlecone Advisors
Washington
$597K
HVIA
499
Hudson Valley Investment Advisors
New York
$595K +$121K +13,860 +25%
ACI
500
Advance Capital I
Michigan
$587K +$118K +13,500 +25%

CSX Hedge Fund Activity: Q2 2016 in Review

820 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2016, worth a combined $17B — up 1.4% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CSX positions and 56 closed out — a net gain of 9 holders — while 286 added to existing stakes and 310 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $213M. The largest seller was Balyasny Asset Management, cutting an estimated $204M.

  • 820 institutional investors held CSX Corp (CSX) as of Q2 2016, down from 821 in Q1 2016.
  • Funds reported $17B of CSX Corp stock for Q2 2016, up 1.4% quarter-over-quarter.
  • 65 funds opened new CSX Corp positions in Q2 2016 and 56 closed out, a net change of +9 holders.
  • The largest CSX Corp buyer in Q2 2016 was Janus Henderson Investors US, an estimated $213M added.
  • The largest CSX Corp seller in Q2 2016 was Balyasny Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2016.