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CSX Corp

813 hedge funds and large institutions have $18.9B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

8% more funds holding

Funds holding: 752813 (+61)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.13B)

9% more call options, than puts

Call options by funds: $136M | Put options by funds: $125M

9% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 295

2.52% less ownership

Funds ownership: 197.65%195.12% (-2.5%)

Holders
813
Holders Change
+61
Holders Change %
+8.11%
% of All Funds
23.6%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
113
Increased
267
Reduced
295
Closed
46
Calls
$136M
Puts
$125M
Net Calls
+$11M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
626
Point View Wealth Management
New Jersey
$306K +$286K +31,899 New
FFC
627
First Financial Corp
Indiana
$305K +$46.4K +5,175 +19%
FIM
628
Fruth Investment Management
Texas
$302K
TIA
629
Trust Investment Advisors
Indiana
$302K +$282K +31,470 New
LJAC
630
L.J. Altfest & Co
New York
$300K +$280K +31,281 New
HB
631
Homrich & Berg
Georgia
$295K
SFM
632
Systematic Financial Management
New Jersey
$293K
MWP
633
MYCIO Wealth Partners
Pennsylvania
$291K +$81 +9 +0%
DG
634
Davidson & Garrard
Virginia
$290K
Pacer Advisors
635
Pacer Advisors
Pennsylvania
$290K +$215K +23,988 New
FWIA
636
Fort Washington Investment Advisors
Ohio
$289K
EFS
637
Essex Financial Services
Connecticut
$289K +$26.2K +2,919 +11%
ECM
638
Endex Capital Management
Kansas
$287K
SIM
639
SSI Investment Management
California
$287K
RIL
640
Rothschild Investment LLC
Illinois
$281K
EWM
641
Evercore Wealth Management
New York
$280K -$33.5K -3,735 -11%
WA
642
WFG Advisors
Texas
$280K +$47.4K +5,286 +22%
RBC
643
Ronald Blue & Co
Georgia
$277K +$17.7K +1,977 +7%
WF
644
Welch & Forbes
Massachusetts
$276K -$203K -22,701 -44%
RMCM
645
Reynders McVeigh Capital Management
Massachusetts
$276K
BJL
646
Brighton Jones LLC
Washington
$275K -$6.64K -741 -3%
WC
647
Wexford Capital
Florida
$273K -$59.1K -6,600 -19%
PC
648
Pecaut & Co
Iowa
$273K +$255K +28,500 New
HC
649
HHG & Company
Connecticut
$272K -$80.6K -9,000 -24%
SPC
650
Stewart & Patten Company
California
$272K

CSX Hedge Fund Activity: Q4 2013 in Review

813 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $18.9B — up 6.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CSX positions and 46 closed out — a net gain of 67 holders — while 267 added to existing stakes and 295 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.

  • 813 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
  • Funds reported $18.9B of CSX Corp stock for Q4 2013, up 6.3% quarter-over-quarter.
  • 113 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +67 holders.
  • The largest CSX Corp buyer in Q4 2013 was Bank of America, an estimated $134M added.
  • The largest CSX Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $363M sold.

Based on aggregated 13F filings for Q4 2013.