We are live on ! Find out more
CSX icon

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
IMOV
576
Investment Management of Virginia
Virginia
$415K
EWM
577
Evercore Wealth Management
New York
$415K +$36.8K +3,783 +10%
GJIC
578
Gamble Jones Investment Counsel
California
$413K -$19.6K -2,010 -5%
Fisher Asset Management
579
Fisher Asset Management
Washington
$413K +$52.1K +5,349 +15%
CA
580
Cetera Advisors
Colorado
$405K +$54.3K +5,574 +16%
ABC
581
Associated Banc-Corp
Wisconsin
$404K
IUAM
582
Itau USA Asset Management
New York
$404K
ANBTV
583
American National Bank & Trust (Virginia)
Virginia
$403K +$382K +39,222 New
KFS
584
KMS Financial Services
Washington
$399K +$51K +5,241 +16%
IH
585
IFC Holdings
Florida
$399K +$74.8K +7,686 +24%
PTC
586
Private Trust Company
Ohio
$396K +$180K +18,525 +92%
WKWM
587
Walter & Keenan Wealth Management
Indiana
$395K -$45K -4,626 -11%
GA
588
Geneva Advisors
Illinois
$394K -$19.4K -1,995 -5%
CNB
589
City National Bank
California
$384K -$101K -10,416 -22%
SAMC
590
Shinko Asset Management Company
Japan
$383K -$34.2K -3,510 -9%
ECM
591
Estabrook Capital Management
New York
$382K +$38K +3,900 +12%
FFSOTS
592
Fiduciary Financial Services of The Southwest
Texas
$378K -$2.92K -300 -0.8%
WFG
593
Wills Financial Group
Virginia
$377K +$672 +69 +0.2%
SBH
594
Segall Bryant & Hamill
Illinois
$373K -$16.6K -1,710 -4%
WDA
595
Wendell David Associates
New Hampshire
$372K
SIC
596
Schwartz Investment Counsel
Michigan
$370K -$380K -39,000 -52%
1IA
597
1834 Investment Advisors
Wisconsin
$370K
TCOTO
598
Trust Company of the Ozarks
Missouri
$370K
LC
599
Lakeshore Capital
Alabama
$369K
BBHC
600
Brown Brothers Harriman & Co
New York
$366K -$4.21K -432 -1%

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.