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CSX Corp

869 hedge funds and large institutions have $22.2B invested in CSX Corp in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 323 increasing their positions, 316 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $202M | Put options by funds: $137M

3% more ownership

Funds ownership: 200.02%203.03% (+3%)

2% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 316

4% less funds holding

Funds holding: 903869 (-34)

7% less capital invested

Capital invested by funds: $24B → $22.2B (-$1.77B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

Holders
869
Holders Change
-34
Holders Change %
-3.77%
% of All Funds
23.15%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
63
Increased
323
Reduced
316
Closed
82
Calls
$202M
Puts
$137M
Net Calls
+$64.7M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
WDA
626
Wendell David Associates
New Hampshire
$396K
TCOTO
627
Trust Company of the Ozarks
Missouri
$395K
FTIOP
628
Fiduciary Trust International of Pennsylvania
Pennsylvania
$394K -$20.7K -1,800 -5%
GIA
629
Guyasuta Investment Advisors
Pennsylvania
$393K -$272K -23,670 -40%
BBHC
630
Brown Brothers Harriman & Co
New York
$393K
SSB
631
Sandy Spring Bank
Maryland
$390K
MYLI
632
Meiji Yasuda Life Insurance
Japan
$388K -$248K -21,588 -38%
BCB
633
Brian C. Broderick
$387K
WFG
634
Wills Financial Group
Virginia
$386K -$20.9K -1,815 -5%
KCM
635
Kanawha Capital Management
Virginia
$379K -$12.9K -1,125 -3%
IC
636
IKOS CIF
Cyprus
$378K +$296K +25,764 +315%
MWP
637
MYCIO Wealth Partners
Pennsylvania
$375K +$69 +6 +0%
EGM
638
Engineers Gate Manager
New York
$373K +$102K +8,892 +36%
TSW
639
Thompson Siegel & Walmsley
Virginia
$371K
Bessemer Group
640
Bessemer Group
New Jersey
$368K +$36.4K +3,162 +10%
NPC
641
National Planning Corporation
California
$367K -$312K -27,174 -47%
BG
642
Bahl & Gaynor
Ohio
$366K -$111K -9,675 -23%
GJIC
643
Gamble Jones Investment Counsel
California
$366K -$83K -7,215 -18%
EFS
644
Essex Financial Services
Connecticut
$366K
KFC
645
Klingenstein Fields & Co
New York
$364K
LJAC
646
L.J. Altfest & Co
New York
$364K +$19.8K +1,725 +6%
American Century Companies
647
American Century Companies
Missouri
$362K -$212K -18,471 -36%
PTC
648
Private Trust Company
Ohio
$362K -$182K -15,825 -33%
IT
649
Independence Trust
Tennessee
$358K +$43.1K +3,750 +13%
SBH
650
Segall Bryant & Hamill
Illinois
$354K

CSX Hedge Fund Activity: Q1 2015 in Review

869 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2015, worth a combined $22.2B — down 7.4% from $24B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of CSX and 63 opened new positions — a net loss of 19 holders — while 316 trimmed existing stakes and 323 added.

The largest buyer was Wellington Management Group, adding an estimated $267M. The largest seller was Fidelity Investments, cutting an estimated $654M.

  • 869 institutional investors held CSX Corp (CSX) as of Q1 2015, down from 903 in Q4 2014.
  • Funds reported $22.2B of CSX Corp stock for Q1 2015, down 7.4% quarter-over-quarter.
  • 63 funds opened new CSX Corp positions in Q1 2015 and 82 closed out, a net change of -19 holders.
  • The largest CSX Corp buyer in Q1 2015 was Wellington Management Group, an estimated $267M added.
  • The largest CSX Corp seller in Q1 2015 was Fidelity Investments, an estimated $654M sold.

Based on aggregated 13F filings for Q1 2015.