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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
FHA
526
First Horizon Advisors
Tennessee
$577K -$180K -18,525 -25%
ALA
527
Atherton Lane Advisers
California
$572K +$542K +55,695 New
BFEC
528
Benjamin F. Edwards & Company
Missouri
$564K +$13K +1,332 +2%
MM
529
Meridian Management
Arkansas
$555K
PGFC
530
Peapack-Gladstone Financial Corp
New Jersey
$551K +$29.2K +3,000 +6%
BPBT
531
Boston Private Bank & Trust
Massachusetts
$551K +$6.37K +654 +1%
FTIOP
532
Fiduciary Trust International of Pennsylvania
Pennsylvania
$550K +$21.9K +2,250 +4%
IIM
533
Intact Investment Management
Quebec, Canada
$541K +$123K +12,600 +31%
CTB
534
Country Trust Bank
Illinois
$540K +$512K +52,605 New
LNWWM
535
Laird Norton Wetherby Wealth Management
California
$538K +$28.6K +2,934 +6%
SNBOSD
536
Security National Bank of So Dak
Iowa
$534K -$8.18K -840 -2%
CS
537
Credential Securities
$533K +$43.3K +4,443 +9%
TU
538
TDAM USA
Ontario, Canada
$532K +$2.63K +270 +0.5%
CTA
539
Chesley Taft & Associates
Illinois
$532K +$63.5K +6,522 +14%
BCM
540
Breithorn Capital Management
New York
$529K -$1.97M -201,984 -80%
PWW
541
Pettyjohn Wood & White
Virginia
$526K
CAM
542
Cypress Asset Management
Texas
$526K +$69.7K +7,161 +16%
FM
543
Foster & Motley
Ohio
$524K -$97.6K -10,020 -16%
ECM
544
Everence Capital Management
Indiana
$522K
DIA
545
Dean Investment Associates
Ohio
$521K -$10.8K -1,110 -2%
WA
546
WealthTrust Axiom
Pennsylvania
$511K
QLMGAA
547
QS Legg Mason Global Asset Allocation
New York
$510K -$25.3K -2,601 -5%
WT
548
Washington Trust
Rhode Island
$505K +$29.2K +3,000 +7%
OI
549
Oakbrook Investments
Illinois
$505K +$86.2K +8,850 +22%
Bank of Nova Scotia
550
Bank of Nova Scotia
Ontario, Canada
$500K +$29.2K +3,000 +7%

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.