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CSX Corp

829 hedge funds and large institutions have $18.1B invested in CSX Corp in 2015 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 307 increasing their positions, 301 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $384M | Put options by funds: $212M

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 301

0.2% less ownership

Funds ownership: 206.9%206.7% (-0.2%)

5% less funds holding

Funds holding: 870829 (-41)

18% less capital invested

Capital invested by funds: $22.1B → $18.1B (-$3.98B)

40% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 88

Holders
829
Holders Change
-41
Holders Change %
-4.71%
% of All Funds
23.14%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.56%
New
53
Increased
307
Reduced
301
Closed
88
Calls
$384M
Puts
$212M
Net Calls
+$172M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
651
Clifford Swan Investment Counsel
California
$254K -$302K -30,828 -52%
ASN
652
Advisory Services Network
Georgia
$252K -$8.39K -855 -3%
BG
653
Bahl & Gaynor
Ohio
$250K
GJIC
654
Gamble Jones Investment Counsel
California
$248K +$1.91K +195 +0.7%
PTB
655
Pioneer Trust Bank
Oregon
$247K
WIC
656
Wilkins Investment Counsel
Massachusetts
$246K -$26.5K -2,700 -9%
NG
657
Northstar Group
New York
$245K
LA
658
Lau Associates
Delaware
$243K
WF
659
Welch & Forbes
Massachusetts
$243K
BCM
660
BlueCrest Capital Management
Jersey
$241K -$12.1M -1,236,294 -98%
VFA
661
Voya Financial Advisors
Connecticut
$238K +$68.7K +7,005 +34%
CCA
662
Checchi Capital Advisers
California
$237K +$6.48K +660 +3%
FTC
663
Farmers Trust Company
Ohio
$237K +$12.1K +1,230 +5%
LW
664
Linscomb Wealth
Texas
$235K -$271K -27,624 -51%
BONST
665
Bank of Nova Scotia Trust
Ontario, Canada
$235K +$29.4K +3,000 +13%
CLOS
666
Compagnie Lombard Odier SCmA
Switzerland
$232K
CCM
667
CrestPoint Capital Management
Missouri
$231K -$545K -55,500 -68%
RVPG
668
Relative Value Partners Group
$230K +$252K +25,659 New
FTIOP
669
Fiduciary Trust International of Pennsylvania
Pennsylvania
$229K -$1.79M -182,868 -88%
NB
670
NBT Bank
New York
$228K -$824 -84 -0.3%
CTA
671
Chesley Taft & Associates
Illinois
$228K
DG
672
Davidson & Garrard
Virginia
$228K
EFS
673
Essex Financial Services
Connecticut
$226K -$7.42K -756 -3%
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$225K -$1.61M -163,578 -87%
MIM
675
Marco Investment Management
Georgia
$224K

CSX Hedge Fund Activity: Q3 2015 in Review

829 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2015, worth a combined $18.1B — down 18% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CSX and 53 opened new positions — a net loss of 35 holders — while 301 trimmed existing stakes and 307 added.

The largest buyer was Lazard Asset Management, adding an estimated $145M. The largest seller was Goldman Sachs, cutting an estimated $299M.

  • 829 institutional investors held CSX Corp (CSX) as of Q3 2015, down from 870 in Q2 2015.
  • Funds reported $18.1B of CSX Corp stock for Q3 2015, down 18% quarter-over-quarter.
  • 53 funds opened new CSX Corp positions in Q3 2015 and 88 closed out, a net change of -35 holders.
  • The largest CSX Corp buyer in Q3 2015 was Lazard Asset Management, an estimated $145M added.
  • The largest CSX Corp seller in Q3 2015 was Goldman Sachs, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2015.