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CSX Corp

752 hedge funds and large institutions have $17.8B invested in CSX Corp in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 304 increasing their positions, 247 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

35% more call options, than puts

Call options by funds: $138M | Put options by funds: $102M

23% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 247

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

11% more capital invested

Capital invested by funds: $16.1B → $17.8B (+$1.74B)

4% more funds holding

Funds holding: 722752 (+30)

0.13% more ownership

Funds ownership: 197.51%197.65% (+0.13%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
24.38%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
75
Increased
304
Reduced
247
Closed
39
Calls
$138M
Puts
$102M
Net Calls
+$35.4M
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
626
JNBA Financial Advisors
Minnesota
$236K
GLA
627
Great Lakes Advisors
Illinois
$234K -$73.5K -8,760 -24%
CNBT
628
Canandaigua National Bank & Trust
New York
$234K +$229K +27,270 New
PAA
629
Peregrine Asset Advisers
Oregon
$232K
MIM
630
Marco Investment Management
Georgia
$231K +$353 +42 +0.2%
RBC
631
Ronald Blue & Co
Georgia
$231K +$226K +26,877 New
MCWS
632
McKinley Carter Wealth Services
West Virginia
$230K
CBT
633
Central Bank & Trust
Kentucky
$228K +$2.12K +252 +1%
FFC
634
First Financial Corp
Indiana
$228K +$12.6K +1,500 +6%
TSW
635
Thompson Siegel & Walmsley
Virginia
$227K
FBT
636
Founders Bank & Trust
Michigan
$223K -$5.54K -660 -2%
UCFA
637
United Capital Financial Advisors
Texas
$222K -$75.4K -8,988 -26%
NL
638
NWAM LLC
Washington
$221K -$23.7K -2,829 -10%
FANJ
639
Financial Architects (New Jersey)
New Jersey
$221K +$177K +21,075 +453%
LA
640
Lau Associates
Delaware
$221K +$217K +25,800 New
American Century Companies
641
American Century Companies
Missouri
$220K +$216K +25,698 New
CCM
642
Check Capital Management
California
$218K +$213K +25,425 New
SYBT
643
Stock Yards Bank & Trust
Kentucky
$216K +$212K +25,233 New
FTIOP
644
Fiduciary Trust International of Pennsylvania
Pennsylvania
$215K -$13.2K -1,575 -6%
RNS
645
Robert N. Shapiro
$215K +$8.06K +960 +4%
EHC
646
Everett Harris & Co
California
$214K +$209K +24,900 New
ALA
647
Atherton Lane Advisers
California
$214K +$209K +24,933 New
CC
648
Courier Capital
New York
$212K +$208K +24,729 New
GIS
649
Guardian Investor Services
New York
$211K -$2.62K -312 -1%
FNFDCM
650
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$211K +$206K +24,600 New

CSX Hedge Fund Activity: Q3 2013 in Review

752 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2013, worth a combined $17.8B — up 11% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new CSX positions and 39 closed out — a net gain of 36 holders — while 304 added to existing stakes and 247 trimmed.

The largest buyer was Bank of America, adding an estimated $289M. The largest seller was T. Rowe Price Associates, cutting an estimated $223M.

  • 752 institutional investors held CSX Corp (CSX) as of Q3 2013, up from 722 in Q2 2013.
  • Funds reported $17.8B of CSX Corp stock for Q3 2013, up 11% quarter-over-quarter.
  • 75 funds opened new CSX Corp positions in Q3 2013 and 39 closed out, a net change of +36 holders.
  • The largest CSX Corp buyer in Q3 2013 was Bank of America, an estimated $289M added.
  • The largest CSX Corp seller in Q3 2013 was T. Rowe Price Associates, an estimated $223M sold.

Based on aggregated 13F filings for Q3 2013.