We are live on ! Find out more
CSX icon

CSX Corp

820 hedge funds and large institutions have $20.9B invested in CSX Corp in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 277 increasing their positions, 326 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $213M | Put options by funds: $148M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

10% more capital invested

Capital invested by funds: $19.1B → $20.9B (+$1.86B)

6.55% more ownership

Funds ownership: 196.16%202.71% (+6.6%)

1% more funds holding

Funds holding: 813820 (+7)

15% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 326

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
23.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
59
Increased
277
Reduced
326
Closed
46
Calls
$213M
Puts
$148M
Net Calls
+$65.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
501
LS Investment Advisors
Michigan
$673K -$70.4K -7,230 -10%
NPIT
502
National Penn Investors Trust
Pennsylvania
$666K
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$662K -$266K -27,282 -30%
PAM
504
PartnerRe Asset Management
Connecticut
$658K -$87.5K -8,982 -12%
OMCS
505
Old Mutual Customised Solutions
South Africa
$650K
CCA
506
Catalyst Capital Advisors
New York
$643K
FSC
507
Fiduciary Services Corp
Georgia
$641K -$5.84K -600 -1%
VRS
508
Virginia Retirement Systems
Virginia
$633K -$409 -42 -0.1%
CA
509
Cullinan Associates
Kentucky
$631K -$901K -92,505 -53%
BBPWM
510
Blue Bell Private Wealth Management
Pennsylvania
$624K
CC
511
ClearArc Capital
Ohio
$622K +$7.42K +762 +1%
PTC
512
Philadelphia Trust Company
Pennsylvania
$617K -$105K -10,755 -15%
DekaBank Deutsche Girozentrale
513
DekaBank Deutsche Girozentrale
Germany
$616K -$5.37M -551,481 -90%
CA
514
Cornerstone Advisors
North Carolina
$616K
AHS
515
Aspiriant Holdings S3
California
$616K +$35.9K +3,690 +7%
LWI
516
Long Wharf Investors
Massachusetts
$615K +$19.3K +1,980 +3%
AIP
517
Ameritas Investment Partners
Nebraska
$613K
WS
518
Wedbush Securities
California
$609K -$5.08K -522 -0.9%
LW
519
Linscomb Wealth
Texas
$609K
KCPG
520
Kavar Capital Partners Group
Kansas
$603K +$88 +9 +0%
NCM
521
Nelson Capital Management
California
$601K +$23.2K +2,385 +4%
SACTSONJ
522
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$600K
CI
523
Constellation Investments
Ohio
$592K +$8.76K +900 +2%
AP
524
Advisor Partners
California
$589K +$3.71K +381 +0.7%
RJT
525
Raymond James Trust
Florida
$589K +$11.7K +1,203 +2%

CSX Hedge Fund Activity: Q2 2014 in Review

820 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2014, worth a combined $20.9B — up 9.8% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CSX positions and 46 closed out — a net gain of 13 holders — while 277 added to existing stakes and 326 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $312M. The largest seller was UBS, cutting an estimated $200M.

  • 820 institutional investors held CSX Corp (CSX) as of Q2 2014, up from 813 in Q1 2014.
  • Funds reported $20.9B of CSX Corp stock for Q2 2014, up 9.8% quarter-over-quarter.
  • 59 funds opened new CSX Corp positions in Q2 2014 and 46 closed out, a net change of +13 holders.
  • The largest CSX Corp buyer in Q2 2014 was Capital World Investors, an estimated $312M added.
  • The largest CSX Corp seller in Q2 2014 was UBS, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2014.