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CSX Corp

1,047 hedge funds and large institutions have $37B invested in CSX Corp in 2017 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 288 increasing their positions, 393 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 75

17.29% more ownership

Funds ownership: 208.62%225.9% (+17%)

8% more funds holding

Funds holding: 9711,047 (+76)

7% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.56B)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

27% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 393

48% less call options, than puts

Call options by funds: $646M | Put options by funds: $1.24B

Holders
1,047
Holders Change
+76
Holders Change %
+7.83%
% of All Funds
23.75%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
160
Increased
288
Reduced
393
Closed
75
Calls
$646M
Puts
$1.24B
Net Calls
-$598M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Change in
Stake
PBO
651
Peoples Bank (Ohio)
Ohio
$480K -$9.3K -525 -2%
EIA
652
Edgemoor Investment Advisors
Maryland
$476K -$106K -6,000 -20%
MWP
653
MYCIO Wealth Partners
Pennsylvania
$475K
GAMC
654
Garner Asset Management Corp
Texas
$474K -$5.31K -300 -1%
BAM
655
Belpointe Asset Management
Nevada
$474K +$458K +25,836 New
VWA
656
V Wealth Advisors
Kansas
$473K +$159K +8,973 +55%
WHG
657
Westwood Holdings Group
Texas
$469K -$12K -675 -3%
VIA
658
Vident Investment Advisory
Georgia
$469K +$23.5K +1,326 +5%
WKWM
659
Walter & Keenan Wealth Management
Indiana
$468K
IAM
660
Impax Asset Management
New Hampshire
$465K +$449K +25,380 New
CAM
661
CenterStar Asset Management
Illinois
$464K
JGIA
662
Jackson Grant Investment Advisers
Connecticut
$462K +$744 +42 +0.2%
PP
663
Patten & Patten
Tennessee
$460K
HCM
664
Hall Capital Management
Rhode Island
$457K -$13.3K -750 -3%
SGCA
665
Steel Grove Capital Advisors
Tennessee
$457K
WSTAM
666
Wilbanks Smith & Thomas Asset Management
Virginia
$452K +$186K +10,482 +74%
GCP
667
GSA Capital Partners
United Kingdom
$449K +$433K +24,474 New
VCM
668
Virtue Capital Management
Tennessee
$444K +$429K +24,231 New
BWM
669
Buckley Wealth Management
Nevada
$441K +$426K +24,072 New
LC
670
Loews Corp
New York
$440K
Capstone Investment Advisors
671
Capstone Investment Advisors
New York
$440K +$425K +24,015 New
AT
672
Arden Trust
Delaware
$439K -$5.74K -324 -1%
SBA
673
Secrest Blakey & Associates
North Carolina
$437K +$422K +23,847 New
BAS
674
Brown Advisory Securities
Maryland
$436K +$193K +10,899 +85%
SFSG
675
Stearns Financial Services Group
North Carolina
$435K -$1.7K -96 -0.4%

CSX Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2017, worth a combined $37B — up 7.4% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new CSX positions and 75 closed out — a net gain of 85 holders — while 288 added to existing stakes and 393 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $605M. The largest seller was Capital Research Global Investors, cutting an estimated $358M.

  • 1,047 institutional investors held CSX Corp (CSX) as of Q4 2017, up from 971 in Q3 2017.
  • Funds reported $37B of CSX Corp stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 160 funds opened new CSX Corp positions in Q4 2017 and 75 closed out, a net change of +85 holders.
  • The largest CSX Corp buyer in Q4 2017 was Lone Pine Capital, an estimated $605M added.
  • The largest CSX Corp seller in Q4 2017 was Capital Research Global Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2017.