We are live on ! Find out more
CSX icon

CSX Corp

829 hedge funds and large institutions have $18.1B invested in CSX Corp in 2015 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 307 increasing their positions, 301 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $384M | Put options by funds: $212M

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 301

0.2% less ownership

Funds ownership: 206.9%206.7% (-0.2%)

5% less funds holding

Funds holding: 870829 (-41)

18% less capital invested

Capital invested by funds: $22.1B → $18.1B (-$3.98B)

40% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 88

Holders
829
Holders Change
-41
Holders Change %
-4.71%
% of All Funds
23.14%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.56%
New
53
Increased
307
Reduced
301
Closed
88
Calls
$384M
Puts
$212M
Net Calls
+$172M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
576
1834 Investment Advisors
Wisconsin
$392K +$45.8K +4,668 +12%
EWM
577
Evercore Wealth Management
New York
$389K +$17.5K +1,779 +4%
IH
578
IFC Holdings
Florida
$386K -$32.3K -3,288 -7%
BF
579
BOK Financial
Oklahoma
$383K +$71.9K +7,323 +21%
Simplex Trading
580
Simplex Trading
Illinois
$374K +$130K +13,260 +46%
ECM
581
Estabrook Capital Management
New York
$368K -$3.38K -345 -0.8%
P
582
Pitcairn
Pennsylvania
$368K -$280K -28,509 -41%
WKWM
583
Walter & Keenan Wealth Management
Indiana
$361K -$14.7K -1,500 -4%
FFA
584
Fragasso Financial Advisors
Pennsylvania
$361K +$396K +40,356 New
AAM
585
Advisors Asset Management
Colorado
$360K -$1.46M -148,386 -79%
ABC
586
Associated Banc-Corp
Wisconsin
$359K
Bessemer Group
587
Bessemer Group
New Jersey
$359K +$146K +14,925 +59%
WS
588
Wedbush Securities
California
$358K +$6.62K +675 +2%
GD
589
Grandfield & Dodd
New York
$357K -$14.7K -1,500 -4%
QC
590
QCM Cayman
Texas
$356K +$389K +39,660 New
FC
591
Financial Consulate
Maryland
$350K
Twin Tree Management
592
Twin Tree Management
Texas
$347K -$872K -88,818 -70%
LIM
593
Leavell Investment Management
Alabama
$347K
CIC
594
Cornercap Investment Counsel
Georgia
$345K +$377K +38,445 New
GWCM
595
Godshalk Welsh Capital Management
Pennsylvania
$344K -$7.36K -750 -2%
PTC
596
Philadelphia Trust Company
Pennsylvania
$344K +$362K +36,849 +2,427%
IMOV
597
Investment Management of Virginia
Virginia
$341K
Fisher Asset Management
598
Fisher Asset Management
Washington
$337K +$2.68K +273 +0.7%
NFG
599
Next Financial Group
Texas
$333K -$147 -15 -0%
FM
600
Foster & Motley
Ohio
$330K +$39.4K +4,014 +11%

CSX Hedge Fund Activity: Q3 2015 in Review

829 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2015, worth a combined $18.1B — down 18% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CSX and 53 opened new positions — a net loss of 35 holders — while 301 trimmed existing stakes and 307 added.

The largest buyer was Lazard Asset Management, adding an estimated $145M. The largest seller was Goldman Sachs, cutting an estimated $299M.

  • 829 institutional investors held CSX Corp (CSX) as of Q3 2015, down from 870 in Q2 2015.
  • Funds reported $18.1B of CSX Corp stock for Q3 2015, down 18% quarter-over-quarter.
  • 53 funds opened new CSX Corp positions in Q3 2015 and 88 closed out, a net change of -35 holders.
  • The largest CSX Corp buyer in Q3 2015 was Lazard Asset Management, an estimated $145M added.
  • The largest CSX Corp seller in Q3 2015 was Goldman Sachs, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2015.