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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
SBH
651
Segall Bryant & Hamill
Illinois
$446K +$64.5K +3,450 +17%
RG
652
Rikoon Group
New Mexico
$445K +$456K +24,417 New
UBV
653
United Bank (Virginia)
Virginia
$444K -$55.2K -2,952 -11%
AT
654
Arden Trust
Delaware
$444K
SFSG
655
Stearns Financial Services Group
North Carolina
$442K +$953 +51 +0.2%
APA
656
American Portfolios Advisors
New York
$439K -$85.2K -4,557 -16%
CIA
657
Choate Investment Advisors
Massachusetts
$438K
IWM
658
IHT Wealth Management
Illinois
$437K -$17.1K -915 -4%
AP
659
Appleton Partners
Massachusetts
$429K
SCM
660
Stellar Capital Management
Arizona
$428K +$161K +8,619 +60%
ACM
661
Argyle Capital Management
Pennsylvania
$419K
WHG
662
Westwood Holdings Group
Texas
$418K -$57.5K -3,075 -12%
ATC
663
Adirondack Trust Company
New York
$417K -$7.01K -375 -2%
IMOV
664
Investment Management of Virginia
Virginia
$416K
TYCC
665
Texas Yale Capital Corp
Florida
$416K
NIPH
666
NN Investment Partners Holdings
Netherlands
$416K +$419K +22,398 New
LW
667
Linscomb Wealth
Texas
$415K
FNFDCM
668
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$412K
LFAS
669
Level Four Advisory Services
Texas
$411K +$23.2K +1,239 +6%
CL
670
CPWM LLC
Washington
$411K +$182K +9,747 +79%
BAS
671
Brown Advisory Securities
Maryland
$410K -$29.5K -1,578 -7%
MSFP
672
Mark Sheptoff Financial Planning
Connecticut
$409K
VFA
673
Valeo Financial Advisors
Indiana
$409K +$392 +21 +0.1%
BHBT
674
Burke & Herbert Bank & Trust
Virginia
$408K
FNB
675
Farmers National Bank
Kentucky
$407K

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.