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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
PTB
651
Pioneer Trust Bank
Oregon
$265K
JFA
652
JNBA Financial Advisors
Minnesota
$264K
MCWS
653
McKinley Carter Wealth Services
West Virginia
$263K +$5K +558 +2%
GLA
654
Great Lakes Advisors
Illinois
$262K
FTC
655
Farmers Trust Company
Ohio
$260K -$56.6K -6,312 -19%
IH
656
IFC Holdings
Florida
$260K +$323 +36 +0.1%
BRWA
657
B. Riley Wealth Advisors
Florida
$260K +$97.6K +10,893 +67%
PAA
658
Peregrine Asset Advisers
Oregon
$259K
BP
659
Ballentine Partners
Massachusetts
$258K -$8.28K -924 -3%
SAMC
660
Shinko Asset Management Company
Japan
$258K +$107K +11,919 +79%
CP
661
Camelot Portfolios
Ohio
$258K +$241K +26,940 New
TU
662
TDAM USA
Ontario, Canada
$257K +$240K +26,829 New
SI
663
Stephens Inc
Arkansas
$256K -$133K -14,880 -36%
MC
664
MRJ Capital
New York
$253K -$21.5K -2,400 -8%
TSW
665
Thompson Siegel & Walmsley
Virginia
$253K
AC
666
Alexandria Capital
Virginia
$252K +$202K +22,500 +600%
QIM
667
Quantitative Investment Management
Virginia
$250K -$2.37M -264,900 -91%
PP
668
Prudential plc
United Kingdom
$250K -$1.39M -155,250 -86%
FBP
669
Flippin Bruce & Porter
Virginia
$250K -$16.1K -1,800 -6%
American Century Companies
670
American Century Companies
Missouri
$249K +$2.34K +261 +1%
LA
671
Lau Associates
Delaware
$247K
SAM
672
SignalPoint Asset Management
Missouri
$247K +$231K +25,728 New
FTIOP
673
Fiduciary Trust International of Pennsylvania
Pennsylvania
$241K
EHC
674
Everett Harris & Co
California
$239K
SYBT
675
Stock Yards Bank & Trust
Kentucky
$238K -$3.01K -336 -1%

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.