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CSX Corp

1,047 hedge funds and large institutions have $37B invested in CSX Corp in 2017 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 288 increasing their positions, 393 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 75

17.29% more ownership

Funds ownership: 208.62%225.9% (+17%)

8% more funds holding

Funds holding: 9711,047 (+76)

7% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.56B)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

27% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 393

48% less call options, than puts

Call options by funds: $646M | Put options by funds: $1.24B

Holders
1,047
Holders Change
+76
Holders Change %
+7.83%
% of All Funds
23.75%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
160
Increased
288
Reduced
393
Closed
75
Calls
$646M
Puts
$1.24B
Net Calls
-$598M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Covington Capital Management
California
$754K
CIS
552
Connors Investor Services
Pennsylvania
$754K +$515K +29,100 +243%
TAM
553
Tiverton Asset Management
Delaware
$753K +$727K +41,046 New
BRWA
554
B. Riley Wealth Advisors
Florida
$751K -$175K -9,909 -19%
PI
555
Putnam Investments
Massachusetts
$751K -$157K -8,850 -18%
RJT
556
Raymond James Trust
Florida
$742K -$302K -17,052 -30%
SBCM
557
Schwerin Boyle Capital Management
Massachusetts
$737K
SB
558
Simmons Bank
Arkansas
$733K -$6.22K -351 -0.9%
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$732K +$32.9K +1,860 +5%
DCM
560
Donaldson Capital Management
Indiana
$728K
SWP
561
Stratos Wealth Partners
Ohio
$719K -$23.8K -1,344 -3%
SPIA
562
Steward Partners Investment Advisory
New York
$718K +$73.4K +4,146 +12%
PRHC
563
P.R. Herzig & Co
New York
$718K +$693K +39,150 New
CCB
564
Cutter & Co Brokerage
Missouri
$710K -$58.2K -3,285 -8%
BAC
565
Boys Arnold & Co
North Carolina
$708K
CWM
566
Calamos Wealth Management
Illinois
$707K -$18.6K -1,050 -3%
CSIC
567
Clifford Swan Investment Counsel
California
$706K +$266K +15,000 +64%
LFA
568
Legacy Financial Advisors
Kentucky
$701K +$678K +38,259 New
SSP
569
Sapphire Star Partners
Washington
$699K -$404K -22,800 -37%
SWM
570
SeaCrest Wealth Management
New York
$690K +$666K +37,614 New
OPTFSNA
571
Old Point Trust & Financial Services N A
Virginia
$689K -$26.6K -1,500 -4%
DS
572
DRW Securities
Illinois
$689K +$666K +37,584 New
BOH
573
Bank of Hawaii
Hawaii
$687K -$304K -17,190 -31%
LA
574
Lynch & Associates
Indiana
$687K
GWCM
575
Godshalk Welsh Capital Management
Pennsylvania
$683K -$79.7K -4,500 -11%

CSX Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2017, worth a combined $37B — up 7.4% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new CSX positions and 75 closed out — a net gain of 85 holders — while 288 added to existing stakes and 393 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $605M. The largest seller was Capital Research Global Investors, cutting an estimated $358M.

  • 1,047 institutional investors held CSX Corp (CSX) as of Q4 2017, up from 971 in Q3 2017.
  • Funds reported $37B of CSX Corp stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 160 funds opened new CSX Corp positions in Q4 2017 and 75 closed out, a net change of +85 holders.
  • The largest CSX Corp buyer in Q4 2017 was Lone Pine Capital, an estimated $605M added.
  • The largest CSX Corp seller in Q4 2017 was Capital Research Global Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2017.