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CSX Corp

829 hedge funds and large institutions have $18.1B invested in CSX Corp in 2015 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 307 increasing their positions, 301 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $384M | Put options by funds: $212M

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 301

0.2% less ownership

Funds ownership: 206.9%206.7% (-0.2%)

5% less funds holding

Funds holding: 870829 (-41)

18% less capital invested

Capital invested by funds: $22.1B → $18.1B (-$3.98B)

40% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 88

Holders
829
Holders Change
-41
Holders Change %
-4.71%
% of All Funds
23.14%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.56%
New
53
Increased
307
Reduced
301
Closed
88
Calls
$384M
Puts
$212M
Net Calls
+$172M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Brave Asset Management
New Jersey
$330K +$353K +36,000 +4,255%
BRWA
602
B. Riley Wealth Advisors
Florida
$328K +$15.4K +1,572 +5%
WDA
603
Wendell David Associates
New Hampshire
$324K
TCOTO
604
Trust Company of the Ozarks
Missouri
$321K
BCB
605
Brian C. Broderick
$315K
Los Angeles Capital Management
606
Los Angeles Capital Management
California
$315K +$43K +4,380 +14%
SSB
607
Sandy Spring Bank
Maryland
$314K -$5.89K -600 -2%
SBH
608
Segall Bryant & Hamill
Illinois
$314K +$17.7K +1,800 +5%
CL
609
CPWM LLC
Washington
$314K +$131K +13,305 +61%
BO
610
Bank OZK
Arkansas
$311K +$2K +204 +0.6%
CIM
611
CenturyLink Investment Management
Colorado
$308K -$155K -15,798 -32%
WFG
612
Wills Financial Group
Virginia
$308K -$5.59K -570 -2%
WT
613
Washington Trust
Rhode Island
$306K -$69.8K -7,116 -17%
KCM
614
Kanawha Capital Management
Virginia
$305K
MWP
615
MYCIO Wealth Partners
Pennsylvania
$305K +$88 +9 +0%
MYAM
616
Meiji Yasuda Asset Management
Japan
$299K -$19.4K -1,980 -6%
PTC
617
Private Trust Company
Ohio
$297K -$19.9K -2,031 -6%
CD
618
Carl Domino
Florida
$295K -$26.5K -2,700 -8%
BWA
619
Burt Wealth Advisors
Maryland
$294K
FFSOTS
620
Fiduciary Financial Services of The Southwest
Texas
$294K
DCM
621
Dynamic Capital Management
Jersey
$294K +$118K +11,994 +58%
ICOA
622
Investment Centers of America
North Dakota
$293K +$10.6K +1,080 +3%
DY
623
Dowling & Yahnke
California
$293K +$67.4K +6,870 +27%
RBC
624
Ronald Blue & Co
Georgia
$291K -$21.9K -2,229 -6%
AA
625
AlphaMark Advisors
Kentucky
$286K

CSX Hedge Fund Activity: Q3 2015 in Review

829 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2015, worth a combined $18.1B — down 18% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CSX and 53 opened new positions — a net loss of 35 holders — while 301 trimmed existing stakes and 307 added.

The largest buyer was Lazard Asset Management, adding an estimated $145M. The largest seller was Goldman Sachs, cutting an estimated $299M.

  • 829 institutional investors held CSX Corp (CSX) as of Q3 2015, down from 870 in Q2 2015.
  • Funds reported $18.1B of CSX Corp stock for Q3 2015, down 18% quarter-over-quarter.
  • 53 funds opened new CSX Corp positions in Q3 2015 and 88 closed out, a net change of -35 holders.
  • The largest CSX Corp buyer in Q3 2015 was Lazard Asset Management, an estimated $145M added.
  • The largest CSX Corp seller in Q3 2015 was Goldman Sachs, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2015.