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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
NGA
501
Naples Global Advisors
Florida
$651K +$609K +67,935 New
PWLP
502
Prio Wealth Limited Partnership
Massachusetts
$648K
EOJOAM
503
E. Ohman J:or Asset Management
Sweden
$646K
MYLI
504
Meiji Yasuda Life Insurance
Japan
$642K -$65.1K -7,263 -10%
FBT
505
First Bankers Trust
Kentucky
$636K +$80.6K +9,000 +16%
FM
506
Foster & Motley
Ohio
$636K +$139K +15,555 +31%
WTNA
507
Wilmington Trust National Association
Delaware
$633K -$17.5K -1,950 -3%
Fayez Sarofim & Co
508
Fayez Sarofim & Co
Texas
$633K +$591K +66,000 New
DD
509
Dominick & Dominick
New York
$626K -$29K -3,237 -5%
PTC
510
Private Trust Company
Ohio
$625K
AIP
511
Ameritas Investment Partners
Nebraska
$612K -$12.3K -1,374 -2%
OMCS
512
Old Mutual Customised Solutions
South Africa
$607K
FSC
513
Fiduciary Services Corp
Georgia
$605K -$28.2K -3,150 -5%
FNBT
514
FineMark National Bank & Trust
Florida
$605K +$4.73K +528 +0.8%
SBH
515
Segall Bryant & Hamill
Illinois
$603K +$35.6K +3,975 +7%
GD
516
Grandfield & Dodd
New York
$602K -$26.9K -3,000 -5%
CCA
517
Catalyst Capital Advisors
New York
$601K
BPGAM
518
BTG Pactual Global Asset Management
Bermuda
$596K +$557K +62,154 New
RJT
519
Raymond James Trust
Florida
$595K +$14.8K +1,650 +3%
BAM
520
Burnham Asset Management
New York
$587K +$5.38K +600 +1%
GT
521
Glenview Trust
Kentucky
$586K +$547K +61,086 New
LWI
522
Long Wharf Investors
Massachusetts
$578K +$6.18K +690 +1%
TT
523
Tower Trust
Indiana
$578K +$31.9K +3,555 +6%
NPIT
524
National Penn Investors Trust
Pennsylvania
$570K
HWA
525
Heritage Wealth Advisors
Virginia
$570K +$532K +59,406 New

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.