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CSX Corp

869 hedge funds and large institutions have $22.2B invested in CSX Corp in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 323 increasing their positions, 316 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $202M | Put options by funds: $137M

3% more ownership

Funds ownership: 200.02%203.03% (+3%)

2% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 316

4% less funds holding

Funds holding: 903869 (-34)

7% less capital invested

Capital invested by funds: $24B → $22.2B (-$1.77B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

Holders
869
Holders Change
-34
Holders Change %
-3.77%
% of All Funds
23.15%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
63
Increased
323
Reduced
316
Closed
82
Calls
$202M
Puts
$137M
Net Calls
+$64.7M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
601
Gerstein Fisher
New York
$458K +$23.6K +2,052 +5%
CA
602
Cetera Advisors
Colorado
$458K +$47.2K +4,104 +11%
ECM
603
Estabrook Capital Management
New York
$457K -$34.5K -3,000 -7%
DSC
604
Duncker Streett & Co
Missouri
$456K +$103 +9 +0%
FFA
605
Fragasso Financial Advisors
Pennsylvania
$453K
GA
606
Geneva Advisors
Illinois
$453K +$29.3K +2,547 +7%
ICAS
607
Investors Capital Advisory Services
Massachusetts
$448K +$310 +27 +0.1%
PGFC
608
Peapack-Gladstone Financial Corp
New Jersey
$444K -$103K -9,000 -18%
ABC
609
Associated Banc-Corp
Wisconsin
$441K +$7.25K +630 +2%
EWM
610
Evercore Wealth Management
New York
$434K -$12K -1,044 -3%
SCM
611
Shelton Capital Management
Colorado
$434K
Fisher Asset Management
612
Fisher Asset Management
Washington
$433K -$291K -25,287 -39%
NFG
613
Next Financial Group
Texas
$432K -$2.79M -243,054 -86%
1IA
614
1834 Investment Advisors
Wisconsin
$431K +$34.5K +3,000 +8%
WS
615
Wedbush Securities
California
$430K +$128K +11,109 +40%
CP
616
Camelot Portfolios
Ohio
$423K +$20.8K +1,806 +5%
IMOV
617
Investment Management of Virginia
Virginia
$420K -$13.8K -1,200 -3%
HTC
618
Haverford Trust Company
Pennsylvania
$418K +$436K +37,878 New
CAM
619
Cypress Asset Management
Texas
$415K +$897 +78 +0.2%
GT
620
Greenleaf Trust
Michigan
$412K -$67.3K -5,850 -14%
UBWV
621
United Bank (West Virginia)
West Virginia
$405K
FFSOTS
622
Fiduciary Financial Services of The Southwest
Texas
$403K
BRWA
623
B. Riley Wealth Advisors
Florida
$400K +$42.3K +3,681 +11%
FIM
624
Fruth Investment Management
Texas
$397K
CD
625
Carl Domino
Florida
$396K

CSX Hedge Fund Activity: Q1 2015 in Review

869 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2015, worth a combined $22.2B — down 7.4% from $24B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of CSX and 63 opened new positions — a net loss of 19 holders — while 316 trimmed existing stakes and 323 added.

The largest buyer was Wellington Management Group, adding an estimated $267M. The largest seller was Fidelity Investments, cutting an estimated $654M.

  • 869 institutional investors held CSX Corp (CSX) as of Q1 2015, down from 903 in Q4 2014.
  • Funds reported $22.2B of CSX Corp stock for Q1 2015, down 7.4% quarter-over-quarter.
  • 63 funds opened new CSX Corp positions in Q1 2015 and 82 closed out, a net change of -19 holders.
  • The largest CSX Corp buyer in Q1 2015 was Wellington Management Group, an estimated $267M added.
  • The largest CSX Corp seller in Q1 2015 was Fidelity Investments, an estimated $654M sold.

Based on aggregated 13F filings for Q1 2015.