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CSX Corp

1,039 hedge funds and large institutions have $37.4B invested in CSX Corp in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 280 increasing their positions, 423 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.74% more ownership

Funds ownership: 225.9%227.64% (+1.7%)

1% more capital invested

Capital invested by funds: $37B → $37.4B (+$434M)

0% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,0471,039 (-8)

34% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 423

47% less call options, than puts

Call options by funds: $285M | Put options by funds: $542M

Holders
1,039
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
23.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
110
Increased
280
Reduced
423
Closed
110
Calls
$285M
Puts
$542M
Net Calls
-$257M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
626
Nicolet Bankshares
Wisconsin
$513K +$3.14K +168 +0.6%
PTB
627
Pioneer Trust Bank
Oregon
$512K
MWP
628
MYCIO Wealth Partners
Pennsylvania
$509K +$28K +1,500 +6%
KWA
629
KCS Wealth Advisory
California
$505K -$15.1K -810 -3%
BCM
630
Baltimore Capital Management
Maryland
$498K
CAC
631
Certified Advisory Corp
Florida
$492K +$222K +11,892 +81%
CCA
632
Checchi Capital Advisers
California
$491K +$61.6K +3,297 +14%
SSB
633
Sandy Spring Bank
Maryland
$477K -$30.3K -1,620 -6%
EWM
634
Evercore Wealth Management
New York
$471K -$339K -18,120 -42%
HDIM
635
Hanson & Doremus Investment Management
Vermont
$470K +$414K +22,149 +701%
JGIA
636
Jackson Grant Investment Advisers
Connecticut
$469K +$897 +48 +0.2%
PBO
637
Peoples Bank (Ohio)
Ohio
$468K -$18.2K -975 -4%
WP
638
WMS Partners
Maryland
$467K +$47.7K +2,553 +11%
GIM
639
Goelzer Investment Management
Indiana
$466K -$28K -1,500 -6%
VWA
640
V Wealth Advisors
Kansas
$465K -$224 -12 -0%
PP
641
Patten & Patten
Tennessee
$465K
SGCA
642
Steel Grove Capital Advisors
Tennessee
$462K
HCM
643
Hall Capital Management
Rhode Island
$459K -$4.21K -225 -0.9%
PC
644
Permanens Capital
New York
$458K +$461K +24,675 New
WKWM
645
Walter & Keenan Wealth Management
Indiana
$457K -$16.8K -900 -4%
WSTAM
646
Wilbanks Smith & Thomas Asset Management
Virginia
$457K
EIA
647
Edgemoor Investment Advisors
Maryland
$456K
PWW
648
Pettyjohn Wood & White
Virginia
$454K -$140K -7,500 -23%
BWM
649
Buckley Wealth Management
Nevada
$447K
LC
650
Loews Corp
New York
$446K

CSX Hedge Fund Activity: Q1 2018 in Review

1,039 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2018, worth a combined $37.4B — up 1.2% from $37B a quarter earlier.

Fund positioning in CSX was balanced in Q1 2018: 110 funds opened new positions, 110 closed out, 280 added to existing stakes and 423 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $377M.

  • 1,039 institutional investors held CSX Corp (CSX) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $37.4B of CSX Corp stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 110 funds opened new CSX Corp positions in Q1 2018 and 110 closed out, a net change of 0 holders.
  • The largest CSX Corp buyer in Q1 2018 was Lazard Asset Management, an estimated $325M added.
  • The largest CSX Corp seller in Q1 2018 was Fidelity Investments, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.