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CSX Corp

813 hedge funds and large institutions have $19.1B invested in CSX Corp in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 298 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $156M | Put options by funds: $114M

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1.04% more ownership

Funds ownership: 195.12%196.16% (+1%)

1% more capital invested

Capital invested by funds: $18.9B → $19.1B (+$113M)

0% more funds holding

Funds holding: 813813 (0)

0% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 298

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
813
Holders Change
Holders Change %
0%
% of All Funds
23.48%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
86
Increased
297
Reduced
298
Closed
72
Calls
$156M
Puts
$114M
Net Calls
+$42.6M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
WFG Advisors
Texas
$320K +$36.6K +3,945 +14%
AP
627
Appleton Partners
Massachusetts
$319K -$16.6K -1,788 -5%
KA
628
KLCM Advisors
Wisconsin
$316K
IPRC
629
Indices-Pac Research Corporation
New Jersey
$314K -$37.8K -4,074 -11%
AT
630
Arden Trust
Delaware
$314K -$640 -69 -0.2%
HB
631
Homrich & Berg
Georgia
$313K +$15K +1,620 +5%
EFS
632
Essex Financial Services
Connecticut
$311K +$18.6K +2,010 +7%
AA
633
AlphaMark Advisors
Kentucky
$310K
FWIA
634
Fort Washington Investment Advisors
Ohio
$308K +$16.7K +1,800 +6%
FFC
635
First Financial Corp
Indiana
$307K
WMSA
636
Weiss Multi-Strategy Advisers
New York
$304K +$292K +31,530 New
IH
637
IFC Holdings
Florida
$303K +$37.9K +4,083 +15%
BRWA
638
B. Riley Wealth Advisors
Florida
$303K +$39.3K +4,236 +16%
CD
639
Carl Domino
Florida
$303K +$291K +31,350 New
PVWM
640
Point View Wealth Management
New Jersey
$300K -$7.37K -795 -2%
MFS
641
MSI Financial Services
Massachusetts
$298K -$31.8K -3,429 -10%
CP
642
Camelot Portfolios
Ohio
$298K +$36.4K +3,924 +15%
FIM
643
Fruth Investment Management
Texas
$295K
SFM
644
Systematic Financial Management
New Jersey
$295K
MWP
645
MYCIO Wealth Partners
Pennsylvania
$293K +$56 +6 +0%
LJAC
646
L.J. Altfest & Co
New York
$292K
WIC
647
Wilkins Investment Counsel
Massachusetts
$291K +$280K +30,150 New
YIA
648
YHB Investment Advisors
Connecticut
$290K -$27.8K -3,000 -9%
Two Sigma Investments
649
Two Sigma Investments
New York
$287K +$276K +29,733 New
SIA
650
Sit Investment Associates
Minnesota
$281K -$72.3K -7,800 -21%

CSX Hedge Fund Activity: Q1 2014 in Review

813 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2014, worth a combined $19.1B — up 0.59% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CSX positions and 72 closed out — a net gain of 14 holders — while 297 added to existing stakes and 298 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $139M. The largest seller was OppenheimerFunds, cutting an estimated $122M.

  • 813 institutional investors held CSX Corp (CSX) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19.1B of CSX Corp stock for Q1 2014, up 0.59% quarter-over-quarter.
  • 86 funds opened new CSX Corp positions in Q1 2014 and 72 closed out, a net change of +14 holders.
  • The largest CSX Corp buyer in Q1 2014 was Alleghany Corporation, an estimated $139M added.
  • The largest CSX Corp seller in Q1 2014 was OppenheimerFunds, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2014.