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CSX Corp

1,047 hedge funds and large institutions have $37B invested in CSX Corp in 2017 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 288 increasing their positions, 393 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 75

17.29% more ownership

Funds ownership: 208.62%225.9% (+17%)

8% more funds holding

Funds holding: 9711,047 (+76)

7% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.56B)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

27% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 393

48% less call options, than puts

Call options by funds: $646M | Put options by funds: $1.24B

Holders
1,047
Holders Change
+76
Holders Change %
+7.83%
% of All Funds
23.75%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
160
Increased
288
Reduced
393
Closed
75
Calls
$646M
Puts
$1.24B
Net Calls
-$598M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Change in
Stake
IH
601
IFC Holdings
Florida
$589K -$2.02K -114 -0.4%
PWW
602
Pettyjohn Wood & White
Virginia
$585K
FIM
603
Freedom Investment Management
Connecticut
$582K +$562K +31,731 New
LOAME
604
Lombard Odier Asset Management (Europe)
United Kingdom
$576K -$63.5K -3,585 -10%
TIA
605
Tandem Investment Advisors
South Carolina
$575K +$555K +31,341 New
LJAC
606
L.J. Altfest & Co
New York
$574K
SBSB
607
Sullivan, Bruyette, Speros & Blaney
Virginia
$573K -$299K -16,869 -35%
FHA
608
Flagship Harbor Advisors
Massachusetts
$573K +$30.5K +1,722 +6%
LBC
609
Lowe Brockenbrough & Co
Virginia
$572K
B
610
Barings
North Carolina
$571K -$2.05M -115,800 -79%
ECM
611
Estabrook Capital Management
New York
$567K
CS
612
Cannell & Spears
New York
$562K
SFM
613
Systematic Financial Management
New Jersey
$561K
AB
614
AT Bancorp
Iowa
$559K
LIM
615
Leavell Investment Management
Alabama
$558K
WF
616
Welch & Forbes
Massachusetts
$558K +$20K +1,128 +4%
Bessemer Group
617
Bessemer Group
New Jersey
$556K -$372K -21,012 -41%
HA
618
Harbor Advisors
Florida
$550K
SM
619
Southport Management
Wyoming
$550K +$531K +30,000 New
WT
620
Washington Trust
Rhode Island
$548K
FFA
621
Fragasso Financial Advisors
Pennsylvania
$545K
FIM
622
Fruth Investment Management
Texas
$544K
DSC
623
Duncker Streett & Co
Missouri
$540K +$159 +9 +0%
VIA
624
Vantage Investment Advisors
Pennsylvania
$539K
SSWM
625
Sheets Smith Wealth Management
North Carolina
$538K +$519K +29,328 New

CSX Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2017, worth a combined $37B — up 7.4% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new CSX positions and 75 closed out — a net gain of 85 holders — while 288 added to existing stakes and 393 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $605M. The largest seller was Capital Research Global Investors, cutting an estimated $358M.

  • 1,047 institutional investors held CSX Corp (CSX) as of Q4 2017, up from 971 in Q3 2017.
  • Funds reported $37B of CSX Corp stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 160 funds opened new CSX Corp positions in Q4 2017 and 75 closed out, a net change of +85 holders.
  • The largest CSX Corp buyer in Q4 2017 was Lone Pine Capital, an estimated $605M added.
  • The largest CSX Corp seller in Q4 2017 was Capital Research Global Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2017.