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CSX Corp

1,039 hedge funds and large institutions have $37.4B invested in CSX Corp in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 280 increasing their positions, 423 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.74% more ownership

Funds ownership: 225.9%227.64% (+1.7%)

1% more capital invested

Capital invested by funds: $37B → $37.4B (+$434M)

0% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,0471,039 (-8)

34% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 423

47% less call options, than puts

Call options by funds: $285M | Put options by funds: $542M

Holders
1,039
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
23.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
110
Increased
280
Reduced
423
Closed
110
Calls
$285M
Puts
$542M
Net Calls
-$257M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
501
Federated Hermes
Pennsylvania
$960K -$7.88M -421,446 -89%
WAM
502
Weatherly Asset Management
California
$959K
WP
503
WealthShield Partners
North Carolina
$953K +$959K +51,300 New
CTC
504
Central Trust Company
Missouri
$935K -$19.8K -1,062 -2%
SWMG
505
Sanchez Wealth Management Group
Florida
$935K +$2.24K +120 +0.2%
Koshinski Asset Management
506
Koshinski Asset Management
Illinois
$914K -$20.5K -1,095 -2%
SFFS
507
Stonehage Fleming Financial Services
Jersey
$891K
Susquehanna International Group
508
Susquehanna International Group
Pennsylvania
$891K +$897K +47,991 New
Bessemer Group
509
Bessemer Group
New Jersey
$889K +$329K +17,601 +58%
WA
510
WealthTrust Axiom
Pennsylvania
$879K
FG
511
Fiduciary Group
Georgia
$876K -$16.8K -900 -2%
FNT
512
First National Trust
Pennsylvania
$870K -$108K -5,790 -11%
EIP
513
Epoch Investment Partners
New York
$866K +$872K +46,644 New
CCG
514
Ceeto Capital Group
Florida
$864K
FI
515
FormulaFolio Investments
Michigan
$855K +$860K +46,023 New
OFS
516
Orrstown Financial Services
Pennsylvania
$852K -$45.2K -2,421 -5%
RMAM
517
Raab & Moskowitz Asset Management
New Jersey
$850K -$179K -9,570 -17%
GHCM
518
Glen Harbor Capital Management
California
$849K -$882K -47,190 -51%
PCM
519
Perritt Capital Management
Illinois
$844K -$22.4K -1,200 -3%
William Blair & Company
520
William Blair & Company
Illinois
$840K -$112K -6,000 -12%
Westfield Capital Management
521
Westfield Capital Management
Massachusetts
$836K
ATC
522
Argent Trust Co
Tennessee
$832K -$26.4K -1,413 -3%
TCOO
523
Trust Company of Oklahoma
Oklahoma
$831K -$339K -18,135 -29%
PP
524
Prudential plc
United Kingdom
$830K +$555K +29,700 +199%
SC
525
Savant Capital
Illinois
$827K +$5.16K +276 +0.6%

CSX Hedge Fund Activity: Q1 2018 in Review

1,039 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2018, worth a combined $37.4B — up 1.2% from $37B a quarter earlier.

Fund positioning in CSX was balanced in Q1 2018: 110 funds opened new positions, 110 closed out, 280 added to existing stakes and 423 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $377M.

  • 1,039 institutional investors held CSX Corp (CSX) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $37.4B of CSX Corp stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 110 funds opened new CSX Corp positions in Q1 2018 and 110 closed out, a net change of 0 holders.
  • The largest CSX Corp buyer in Q1 2018 was Lazard Asset Management, an estimated $325M added.
  • The largest CSX Corp seller in Q1 2018 was Fidelity Investments, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.