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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
AWA
551
AmeriServ Wealth Advisors
Pennsylvania
$496K
PAM
552
Princeton Alpha Management
New Jersey
$496K +$471K +48,330 New
SWP
553
Stratos Wealth Partners
Ohio
$496K +$472K +48,429 New
TFA
554
Toth Financial Advisory
Virginia
$488K +$58.4K +6,000 +14%
MAS
555
Madden Advisory Services
Florida
$487K -$17K -1,743 -4%
GT
556
Greenleaf Trust
Michigan
$479K +$55.8K +5,727 +14%
WSFS
557
Wilmington Savings Fund Society
Delaware
$478K -$13.6K -1,398 -3%
VDI
558
Vaughan David Investments
Illinois
$478K
CMANY
559
Capital Management Associates (New York)
New York
$477K -$13.9K -1,425 -3%
PCM
560
Prelude Capital Management
New York
$474K
CCM
561
Covington Capital Management
California
$471K
DWM
562
Destination Wealth Management
California
$467K -$80.4K -8,253 -15%
UCFA
563
United Capital Financial Advisors
Texas
$465K +$12.4K +1,272 +3%
CL
564
CSS LLC
Illinois
$462K +$438K +45,000 New
Twin Tree Management
565
Twin Tree Management
Texas
$456K +$432K +44,391 New
ICAS
566
Investors Capital Advisory Services
Massachusetts
$455K -$28.7K -2,943 -6%
BG
567
Bahl & Gaynor
Ohio
$453K -$57.7K -5,925 -12%
WFM
568
Wilmington Funds Management
Delaware
$450K -$123K -12,600 -22%
ATC
569
Argent Trust Company
Louisiana
$445K +$52.6K +5,400 +14%
WAM
570
Weatherly Asset Management
California
$438K -$11.7K -1,200 -3%
DSC
571
Duncker Streett & Co
Missouri
$434K +$88 +9 +0%
P
572
Pitcairn
Pennsylvania
$432K +$321 +33 +0.1%
LIM
573
Leavell Investment Management
Alabama
$427K
MC
574
Moors & Cabot
Massachusetts
$421K +$21.5K +2,208 +6%
GF
575
Gerstein Fisher
New York
$419K -$3.65K -375 -0.9%

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.