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CSX Corp

1,099 hedge funds and large institutions have $41.5B invested in CSX Corp in 2018 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 313 increasing their positions, 418 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 52

48% more funds holding in top 10

Funds holding in top 10: 2131 (+10)

11% more capital invested

Capital invested by funds: $37.4B → $41.5B (+$4.09B)

6% more funds holding

Funds holding: 1,0391,099 (+60)

1% more call options, than puts

Call options by funds: $707M | Put options by funds: $701M

4.26% less ownership

Funds ownership: 227.64%223.38% (-4.3%)

25% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 418

Holders
1,099
Holders Change
+60
Holders Change %
+5.77%
% of All Funds
25.16%
Holding in Top 10
31
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+47.62%
% of All Funds
0.71%
New
122
Increased
313
Reduced
418
Closed
52
Calls
$707M
Puts
$701M
Net Calls
+$5.5M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
576
NuWave Investment Management
New Jersey
$863K +$836K +40,590 New
RCM
577
Riverhead Capital Management
Delaware
$855K +$59.4K +2,886 +8%
VR
578
Viridian RIA
Washington
$845K -$41.4K -2,010 -5%
TC
579
Truvestments Capital
Florida
$836K +$810K +39,330 New
LFA
580
Legacy Financial Advisors
Kentucky
$830K +$1.3K +63 +0.2%
KL
581
KGH Ltd
Bahamas
$829K -$1.67M -81,000 -68%
PRHC
582
P.R. Herzig & Co
New York
$826K -$6.18K -300 -0.8%
SYBT
583
Stock Yards Bank & Trust
Kentucky
$824K -$61.2K -2,970 -7%
BAC
584
Boys Arnold & Co
North Carolina
$821K
CSIC
585
Clifford Swan Investment Counsel
California
$818K
TNBTD
586
Trustmark National Bank Trust Department
Mississippi
$813K +$32.4K +1,575 +4%
SB
587
Simmons Bank
Arkansas
$799K -$18.5K -900 -2%
SWM
588
SeaCrest Wealth Management
New York
$799K -$556 -27 -0.1%
LC
589
Loews Corp
New York
$797K +$278K +13,500 +56%
LA
590
Lynch & Associates
Indiana
$794K -$1.92K -93 -0.2%
BMC
591
Benin Management Corp
Connecticut
$791K
OPTFSNA
592
Old Point Trust & Financial Services N A
Virginia
$790K
GWCM
593
Godshalk Welsh Capital Management
Pennsylvania
$789K -$3.09K -150 -0.4%
EWM
594
Evercore Wealth Management
New York
$788K +$242K +11,733 +46%
PCM
595
Perritt Capital Management
Illinois
$781K -$69.4K -3,369 -8%
WDA
596
Wendell David Associates
New Hampshire
$775K
GCM
597
Gables Capital Management
Florida
$771K
FNBT
598
FineMark National Bank & Trust
Florida
$768K -$159K -7,731 -18%
CCB
599
Cutter & Co Brokerage
Missouri
$767K -$71.7K -3,483 -9%
SM
600
Southport Management
Wyoming
$765K

CSX Hedge Fund Activity: Q2 2018 in Review

1,099 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2018, worth a combined $41.5B — up 11% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new CSX positions and 52 closed out — a net gain of 70 holders — while 313 added to existing stakes and 418 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $427M. The largest seller was Capital Research Global Investors, cutting an estimated $960M.

  • 1,099 institutional investors held CSX Corp (CSX) as of Q2 2018, up from 1,039 in Q1 2018.
  • Funds reported $41.5B of CSX Corp stock for Q2 2018, up 11% quarter-over-quarter.
  • 122 funds opened new CSX Corp positions in Q2 2018 and 52 closed out, a net change of +70 holders.
  • The largest CSX Corp buyer in Q2 2018 was Egerton Capital (UK), an estimated $427M added.
  • The largest CSX Corp seller in Q2 2018 was Capital Research Global Investors, an estimated $960M sold.

Based on aggregated 13F filings for Q2 2018.