We are live on ! Find out more
CSX icon

CSX Corp

813 hedge funds and large institutions have $19.1B invested in CSX Corp in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 298 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $156M | Put options by funds: $114M

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1.04% more ownership

Funds ownership: 195.12%196.16% (+1%)

1% more capital invested

Capital invested by funds: $18.9B → $19.1B (+$113M)

0% more funds holding

Funds holding: 813813 (0)

0% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 298

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
813
Holders Change
Holders Change %
0%
% of All Funds
23.48%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
86
Increased
297
Reduced
298
Closed
72
Calls
$156M
Puts
$114M
Net Calls
+$42.6M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
526
Ameritas Investment Partners
Nebraska
$577K -$38K -4,101 -6%
WS
527
Wedbush Securities
California
$577K +$244K +26,289 +78%
LW
528
Linscomb Wealth
Texas
$572K +$173K +18,606 +46%
KCPG
529
Kavar Capital Partners Group
Kansas
$567K +$14K +1,509 +3%
SACTSONJ
530
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$565K
LWI
531
Long Wharf Investors
Massachusetts
$559K -$22.1K -2,382 -4%
WTIM
532
Wilmington Trust Investment Management
Delaware
$552K
CIMLRA
533
CBRE Investment Management Listed Real Assets
Pennsylvania
$550K -$270K -29,100 -34%
AP
534
Advisor Partners
California
$550K +$7.62K +822 +1%
CI
535
Constellation Investments
Ohio
$548K +$8.35K +900 +2%
WFM
536
Wilmington Funds Management
Delaware
$545K
RJT
537
Raymond James Trust
Florida
$543K -$54.5K -5,874 -9%
AHS
538
Aspiriant Holdings S3
California
$543K +$522K +56,256 New
NCM
539
Nelson Capital Management
California
$542K
MM
540
Meridian Management
Arkansas
$521K -$2.29M -246,441 -82%
LOCC
541
Lombard Odier & Cie (Canada)
Quebec, Canada
$521K -$153K -16,500 -23%
DWM
542
Destination Wealth Management
California
$519K
PPSG
543
Princeton Portfolio Strategies Group
New Jersey
$519K +$86.3K +9,300 +21%
BFEC
544
Benjamin F. Edwards & Company
Missouri
$518K -$8.35K -900 -2%
BPBT
545
Boston Private Bank & Trust
Massachusetts
$512K +$1.36K +147 +0.3%
SNBOSD
546
Security National Bank of So Dak
Iowa
$510K -$18.8K -2,025 -4%
QLMGAA
547
QS Legg Mason Global Asset Allocation
New York
$504K -$25.2K -2,721 -5%
DIA
548
Dean Investment Associates
Ohio
$501K +$6.98K +753 +1%
TU
549
TDAM USA
Ontario, Canada
$498K +$230K +24,747 +92%
FTIOP
550
Fiduciary Trust International of Pennsylvania
Pennsylvania
$496K +$243K +26,244 +105%

CSX Hedge Fund Activity: Q1 2014 in Review

813 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2014, worth a combined $19.1B — up 0.59% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CSX positions and 72 closed out — a net gain of 14 holders — while 297 added to existing stakes and 298 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $139M. The largest seller was OppenheimerFunds, cutting an estimated $122M.

  • 813 institutional investors held CSX Corp (CSX) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19.1B of CSX Corp stock for Q1 2014, up 0.59% quarter-over-quarter.
  • 86 funds opened new CSX Corp positions in Q1 2014 and 72 closed out, a net change of +14 holders.
  • The largest CSX Corp buyer in Q1 2014 was Alleghany Corporation, an estimated $139M added.
  • The largest CSX Corp seller in Q1 2014 was OppenheimerFunds, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2014.