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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
WF
601
WealthTrust Fairport
Ohio
$365K +$7.01K +720 +2%
KCM
602
Kanawha Capital Management
Virginia
$364K +$17.5K +1,800 +5%
MFS
603
MSI Financial Services
Massachusetts
$362K +$42K +4,317 +14%
CNBT
604
Canandaigua National Bank & Trust
New York
$359K
WA
605
WFG Advisors
Texas
$358K +$16.9K +1,731 +5%
SSB
606
Sandy Spring Bank
Maryland
$357K -$17.4K -1,785 -5%
BRWA
607
B. Riley Wealth Advisors
Florida
$356K +$328K +33,723 +108%
CP
608
Camelot Portfolios
Ohio
$355K +$35.8K +3,675 +12%
UBWV
609
United Bank (West Virginia)
West Virginia
$353K -$16.9K -1,734 -5%
KFC
610
Klingenstein Fields & Co
New York
$353K -$14.6K -1,500 -4%
MWR
611
McAdams Wright Ragen
Washington
$347K +$329K +33,831 New
SI
612
Stephens Inc
Arkansas
$346K -$7.33K -753 -2%
AP
613
Appleton Partners
Massachusetts
$344K +$4.26K +438 +1%
CD
614
Carl Domino
Florida
$344K +$20.4K +2,100 +7%
FWIA
615
Fort Washington Investment Advisors
Ohio
$340K +$11.7K +1,200 +4%
BCB
616
Brian C. Broderick
$339K -$17.5K -1,800 -5%
GIM
617
Goelzer Investment Management
Indiana
$336K -$14.6K -1,500 -4%
KA
618
KLCM Advisors
Wisconsin
$336K
AT
619
Arden Trust
Delaware
$335K
HB
620
Homrich & Berg
Georgia
$333K
LJAC
621
L.J. Altfest & Co
New York
$332K +$7.95K +816 +3%
EFS
622
Essex Financial Services
Connecticut
$331K +$88 +9 +0%
JG
623
Jefferies Group
New York
$331K +$314K +32,262 New
GMIM
624
General Motors Investment Management
New York
$329K -$298K -30,591 -49%
AA
625
AlphaMark Advisors
Kentucky
$328K -$1.46K -150 -0.5%

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.