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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
GIM
526
Guardian Investment Management
California
$825K
BP
527
Ballentine Partners
Massachusetts
$820K +$14.2K +759 +2%
VR
528
Viridian RIA
Washington
$820K +$755K +40,389 New
SWP
529
Stratos Wealth Partners
Ohio
$818K +$90.5K +4,845 +12%
FNBT
530
FineMark National Bank & Trust
Florida
$814K -$314K -16,812 -28%
CA
531
Clearstead Advisors
Ohio
$813K +$140K +7,500 +21%
RJT
532
Raymond James Trust
Florida
$808K +$57.2K +3,063 +8%
WS
533
Wedbush Securities
California
$801K -$10.3K -552 -1%
CHAM
534
Clear Harbor Asset Management
Connecticut
$795K -$16.8K -900 -2%
LOAMU
535
Lombard Odier Asset Management (USA)
New York
$793K -$944K -50,502 -54%
DHFB
536
Dixon Hubard Feinour & Brown
Virginia
$792K +$419K +22,446 +111%
FLI
537
Family Legacy Inc
South Carolina
$789K +$2.58K +138 +0.3%
SPIA
538
Steward Partners Investment Advisory
New York
$785K +$58.4K +3,123 +8%
PTC
539
Philadelphia Trust Company
Pennsylvania
$778K +$5.61K +300 +0.7%
SYBT
540
Stock Yards Bank & Trust
Kentucky
$776K +$288K +15,393 +58%
IAA
541
Independent Advisor Alliance
North Carolina
$774K +$387K +20,700 +95%
LS
542
Livforsakringsbolaget Skandia
Sweden
$773K
BAC
543
Boys Arnold & Co
North Carolina
$772K
JIP
544
Jaffetilchin Investment Partners
Florida
$765K +$446K +23,844 +137%
CCM
545
Covington Capital Management
California
$763K
VDI
546
Vaughan David Investments
Illinois
$763K
BG
547
Bahl & Gaynor
Ohio
$758K -$7.01K -375 -0.9%
SSP
548
Sapphire Star Partners
Washington
$756K +$48.3K +2,586 +7%
DCM
549
Donaldson Capital Management
Indiana
$737K
CCB
550
Cutter & Co Brokerage
Missouri
$734K +$15.7K +840 +2%

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.