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CSX Corp

752 hedge funds and large institutions have $17.8B invested in CSX Corp in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 304 increasing their positions, 247 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

35% more call options, than puts

Call options by funds: $138M | Put options by funds: $102M

23% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 247

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

11% more capital invested

Capital invested by funds: $16.1B → $17.8B (+$1.74B)

4% more funds holding

Funds holding: 722752 (+30)

0.13% more ownership

Funds ownership: 197.51%197.65% (+0.13%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
24.38%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
75
Increased
304
Reduced
247
Closed
39
Calls
$138M
Puts
$102M
Net Calls
+$35.4M
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
601
Fruth Investment Management
Texas
$270K -$15.1K -1,800 -5%
AP
602
Appleton Partners
Massachusetts
$266K
HB
603
Homrich & Berg
Georgia
$264K +$258K +30,771 New
SFM
604
Systematic Financial Management
New Jersey
$262K
MWP
605
MYCIO Wealth Partners
Pennsylvania
$260K -$12.6K -1,500 -5%
DG
606
Davidson & Garrard
Virginia
$260K -$11.3K -1,350 -4%
FWIA
607
Fort Washington Investment Advisors
Ohio
$259K -$83.1K -9,900 -25%
SIM
608
SSI Investment Management
California
$257K -$597K -71,145 -70%
ECM
609
Endex Capital Management
Kansas
$257K
YIA
610
YHB Investment Advisors
Connecticut
$257K +$252K +29,985 New
VRS
611
Virginia Retirement Systems
Virginia
$255K -$559K -66,594 -69%
CNB
612
City National Bank
California
$254K -$333K -39,702 -57%
BJL
613
Brighton Jones LLC
Washington
$252K +$247K +29,388 New
RIL
614
Rothschild Investment LLC
Illinois
$251K +$9.82K +1,170 +4%
MC
615
MRJ Capital
New York
$247K -$40.3K -4,800 -14%
RMCM
616
Reynders McVeigh Capital Management
Massachusetts
$247K
Natixis Advisors
617
Natixis Advisors
Massachusetts
$247K +$242K +28,821 New
GCT
618
Galaxy Capital Trading
British Virgin Islands
$245K -$174K -20,700 -42%
AA
619
ALPS Advisors
Colorado
$245K +$239K +28,512 New
SPC
620
Stewart & Patten Company
California
$243K
EIA
621
Edgemoor Investment Advisors
Maryland
$239K
BP
622
Ballentine Partners
Massachusetts
$239K +$234K +27,822 New
FBP
623
Flippin Bruce & Porter
Virginia
$239K +$234K +27,900 New
PTB
624
Pioneer Trust Bank
Oregon
$237K
IH
625
IFC Holdings
Florida
$237K +$2.85K +339 +1%

CSX Hedge Fund Activity: Q3 2013 in Review

752 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2013, worth a combined $17.8B — up 11% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new CSX positions and 39 closed out — a net gain of 36 holders — while 304 added to existing stakes and 247 trimmed.

The largest buyer was Bank of America, adding an estimated $289M. The largest seller was T. Rowe Price Associates, cutting an estimated $223M.

  • 752 institutional investors held CSX Corp (CSX) as of Q3 2013, up from 722 in Q2 2013.
  • Funds reported $17.8B of CSX Corp stock for Q3 2013, up 11% quarter-over-quarter.
  • 75 funds opened new CSX Corp positions in Q3 2013 and 39 closed out, a net change of +36 holders.
  • The largest CSX Corp buyer in Q3 2013 was Bank of America, an estimated $289M added.
  • The largest CSX Corp seller in Q3 2013 was T. Rowe Price Associates, an estimated $223M sold.

Based on aggregated 13F filings for Q3 2013.