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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
WP
651
WMS Partners
Maryland
$208K +$203K +24,201 New
SC
652
Savant Capital
Illinois
$208K +$203K +24,240 New
FNBOO
653
First National Bank of Omaha
Nebraska
$208K +$204K +24,300 New
WPC
654
Waters Parkerson & Co
Louisiana
$208K +$204K +24,300 New
JWA
655
JFS Wealth Advisors
Pennsylvania
$207K +$203K +24,156 New
PPSG
656
Princeton Portfolio Strategies Group
New Jersey
$206K +$201K +24,000 New
WA
657
WFG Advisors
Texas
$205K -$30.6K -3,642 -13%
SCM
658
Shelton Capital Management
Colorado
$205K +$200K +23,835 New
VF
659
Virtu Financial
New York
$205K +$201K +23,889 New
AT
660
Arvest Trust
Oklahoma
$204K +$199K +23,742 New
TT
661
Tiedemann Trust
Delaware
$199K +$196K +23,301 New
Bessemer Group
662
Bessemer Group
New Jersey
$196K
STC
663
SEI Trust Company
Pennsylvania
$193K +$21.6K +2,577 +13%
Canada Pension Plan Investment Board
664
Canada Pension Plan Investment Board
Ontario, Canada
$190K +$186K +22,200 New
MCM
665
Manchester Capital Management
Vermont
$178K
AAC
666
Asset Advisors Corp
Georgia
$171K
FMLI
667
Fukoku Mutual Life Insurance
Japan
$155K
SC
668
StellarOne Corp
Virginia
$147K -$3.7K -441 -3%
PAS
669
Partnervest Advisory Services
California
$142K +$67.7K +8,067 +95%
BKBG
670
BHF Kleinwort Benson Group
Belgium
$140K -$1.82M -217,356 -93%
BRWA
671
B. Riley Wealth Advisors
Florida
$139K -$112K -13,290 -45%
ITIM
672
Indiana Trust & Investment Management
Indiana
$132K +$129K +15,375 New
HRIA
673
Haberer Registered Investment Advisor
Ohio
$129K -$91.6K -10,917 -42%
SAMC
674
Shinko Asset Management Company
Japan
$129K -$7.55K -900 -6%
CFA
675
Carroll Financial Associates
North Carolina
$101K

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.