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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
PRHC
551
P.R. Herzig & Co
New York
$727K
PI
552
Putnam Investments
Massachusetts
$722K -$38.9K -2,082 -5%
MA
553
MUFG Americas
New York
$719K -$833K -44,565 -54%
SB
554
Simmons Bank
Arkansas
$715K -$27K -1,446 -4%
CSIC
555
Clifford Swan Investment Counsel
California
$715K
LFA
556
Legacy Financial Advisors
Kentucky
$707K +$3.14K +168 +0.4%
CF
557
Centaurus Financial
California
$704K +$709K +37,914 New
SWM
558
SeaCrest Wealth Management
New York
$699K
LA
559
Lynch & Associates
Indiana
$696K
RCM
560
Riverhead Capital Management
Delaware
$693K -$593K -31,710 -46%
GWCM
561
Godshalk Welsh Capital Management
Pennsylvania
$692K
CHC
562
City Holding Co
West Virginia
$692K +$11.2K +600 +2%
BMC
563
Benin Management Corp
Connecticut
$691K
OPTFSNA
564
Old Point Trust & Financial Services N A
Virginia
$690K -$8.41K -450 -1%
TNBTD
565
Trustmark National Bank Trust Department
Mississippi
$681K
WDA
566
Wendell David Associates
New Hampshire
$677K
NIMI
567
Natixis Investment Managers International
France
$674K +$678K +36,273 New
SBIA
568
Sheaff Brock Investment Advisors
Indiana
$671K -$1.32M -70,626 -66%
SM
569
Southport Management
Wyoming
$669K +$112K +6,000 +20%
GCM
570
Gables Capital Management
Florida
$669K +$673K +36,000 New
AWA
571
Acorn Wealth Advisors
Michigan
$668K -$8.3K -444 -1%
PVWM
572
Point View Wealth Management
New Jersey
$659K
CBTWT
573
Community Bank & Trust (Waco, Texas)
Texas
$656K +$8.58K +459 +1%
GBT
574
Grove Bank & Trust
Florida
$649K +$18.5K +990 +3%
PP
575
Paloma Partners
Connecticut
$643K -$1.79M -95,697 -73%

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.