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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
BBPWM
526
Blue Bell Private Wealth Management
Pennsylvania
$562K +$526K +58,650 New
SACTSONJ
527
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$561K
SGH
528
Schonfeld Group Holdings
New York
$553K +$517K +57,660 New
WTIM
529
Wilmington Trust Investment Management
Delaware
$548K
KCPG
530
Kavar Capital Partners Group
Kansas
$548K +$513K +57,213 New
CCB
531
Cutter & Co Brokerage
Missouri
$545K +$24.6K +2,742 +5%
CC
532
ClearArc Capital
Ohio
$543K -$7.74K -864 -2%
NES
533
New England Securities
New York
$542K +$493K +54,999 +3,512%
WFM
534
Wilmington Funds Management
Delaware
$541K -$129K -14,400 -20%
NCM
535
Nelson Capital Management
California
$538K
AP
536
Advisor Partners
California
$538K +$25.4K +2,835 +5%
CI
537
Constellation Investments
Ohio
$535K +$34.9K +3,900 +8%
QLMGAA
538
QS Legg Mason Global Asset Allocation
New York
$527K -$8.17K -912 -2%
SNBOSD
539
Security National Bank of So Dak
Iowa
$526K +$37.1K +4,140 +8%
BFEC
540
Benjamin F. Edwards & Company
Missouri
$523K -$33.4K -3,726 -6%
GCP
541
GSA Capital Partners
United Kingdom
$518K -$770K -85,974 -61%
TAM
542
Thornmark Asset Management
Ontario, Canada
$518K
DWM
543
Destination Wealth Management
California
$515K +$80.6K +9,000 +20%
OI
544
Oakbrook Investments
Illinois
$514K +$156K +17,400 +48%
QBFM
545
QS Batterymarch Financial Management
New York
$509K -$16.3K -1,818 -3%
BPBT
546
Boston Private Bank & Trust
Massachusetts
$507K -$40.3K -4,500 -8%
BCA
547
Benchmark Capital Advisors
New York
$502K +$5.38K +600 +1%
CNB
548
City National Bank
California
$501K +$203K +22,686 +77%
AA
549
ALPS Advisors
Colorado
$497K +$241K +26,880 +94%
DIA
550
Dean Investment Associates
Ohio
$490K +$6.56K +732 +1%

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.