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CSX Corp

813 hedge funds and large institutions have $19.1B invested in CSX Corp in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 298 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $156M | Put options by funds: $114M

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1.04% more ownership

Funds ownership: 195.12%196.16% (+1%)

1% more capital invested

Capital invested by funds: $18.9B → $19.1B (+$113M)

0% more funds holding

Funds holding: 813813 (0)

0% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 298

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
813
Holders Change
Holders Change %
0%
% of All Funds
23.48%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
86
Increased
297
Reduced
298
Closed
72
Calls
$156M
Puts
$114M
Net Calls
+$42.6M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FFSOTS
601
Fiduciary Financial Services of The Southwest
Texas
$359K
EWM
602
Evercore Wealth Management
New York
$357K +$68.5K +7,389 +25%
WFG
603
Wills Financial Group
Virginia
$353K +$640 +69 +0.2%
SSB
604
Sandy Spring Bank
Maryland
$352K +$13.9K +1,500 +4%
1IA
605
1834 Investment Advisors
Wisconsin
$348K
LC
606
Lakeshore Capital
Alabama
$348K
TCOTO
607
Trust Company of the Ozarks
Missouri
$348K
UBWV
608
United Bank (West Virginia)
West Virginia
$348K
WDA
609
Wendell David Associates
New Hampshire
$348K
BBHC
610
Brown Brothers Harriman & Co
New York
$348K +$390 +42 +0.1%
KFC
611
Klingenstein Fields & Co
New York
$347K +$4.7K +507 +1%
CNBT
612
Canandaigua National Bank & Trust
New York
$338K
Fisher Asset Management
613
Fisher Asset Management
Washington
$337K +$15.2K +1,635 +5%
FMBTD
614
First Midwest Bank Trust Division
Illinois
$336K -$872K -94,035 -73%
TRCT
615
Tower Research Capital (TRC)
New York
$336K -$103K -11,073 -24%
BCB
616
Brian C. Broderick
$336K
WF
617
WealthTrust Fairport
Ohio
$336K
SI
618
Stephens Inc
Arkansas
$332K +$71.2K +7,680 +29%
SCM
619
Shelton Capital Management
Colorado
$332K +$97.4K +10,500 +44%
GIM
620
Goelzer Investment Management
Indiana
$331K -$22.3K -2,400 -7%
BCA
621
Benchmark Capital Advisors
New York
$330K -$168K -18,150 -35%
CA
622
Cetera Advisors
Colorado
$329K +$6.9K +744 +2%
KCM
623
Kanawha Capital Management
Virginia
$325K
KFS
624
KMS Financial Services
Washington
$324K +$85.8K +9,249 +38%
ECM
625
Estabrook Capital Management
New York
$322K

CSX Hedge Fund Activity: Q1 2014 in Review

813 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2014, worth a combined $19.1B — up 0.59% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CSX positions and 72 closed out — a net gain of 14 holders — while 297 added to existing stakes and 298 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $139M. The largest seller was OppenheimerFunds, cutting an estimated $122M.

  • 813 institutional investors held CSX Corp (CSX) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19.1B of CSX Corp stock for Q1 2014, up 0.59% quarter-over-quarter.
  • 86 funds opened new CSX Corp positions in Q1 2014 and 72 closed out, a net change of +14 holders.
  • The largest CSX Corp buyer in Q1 2014 was Alleghany Corporation, an estimated $139M added.
  • The largest CSX Corp seller in Q1 2014 was OppenheimerFunds, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2014.