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CSX Corp

1,099 hedge funds and large institutions have $41.5B invested in CSX Corp in 2018 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 313 increasing their positions, 418 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 52

48% more funds holding in top 10

Funds holding in top 10: 2131 (+10)

11% more capital invested

Capital invested by funds: $37.4B → $41.5B (+$4.09B)

6% more funds holding

Funds holding: 1,0391,099 (+60)

1% more call options, than puts

Call options by funds: $707M | Put options by funds: $701M

4.26% less ownership

Funds ownership: 227.64%223.38% (-4.3%)

25% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 418

Holders
1,099
Holders Change
+60
Holders Change %
+5.77%
% of All Funds
25.16%
Holding in Top 10
31
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+47.62%
% of All Funds
0.71%
New
122
Increased
313
Reduced
418
Closed
52
Calls
$707M
Puts
$701M
Net Calls
+$5.5M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
651
Howland Capital Management
Massachusetts
$609K
LFAS
652
Level Four Advisory Services
Texas
$607K +$132K +6,411 +29%
SSB
653
Sandy Spring Bank
Maryland
$606K +$59.1K +2,868 +11%
WSTAM
654
Wilbanks Smith & Thomas Asset Management
Virginia
$604K +$77.8K +3,780 +15%
NG
655
Northstar Group
New York
$599K +$1.67K +81 +0.3%
MIM
656
Marco Investment Management
Georgia
$595K -$11.4K -555 -2%
IA
657
Independence Advisors
Pennsylvania
$592K
OC
658
Oakworth Capital
Alabama
$591K
Mackenzie Financial
659
Mackenzie Financial
Ontario, Canada
$591K +$192K +9,318 +50%
VIA
660
Vantage Investment Advisors
Pennsylvania
$587K -$37.1K -1,800 -6%
GD
661
Grandfield & Dodd
New York
$587K -$6.18K -300 -1%
MPI
662
Mairs & Power Inc
Minnesota
$587K
JG
663
Jefferies Group
New York
$587K +$447K +21,699 +368%
HCM
664
Harvest Capital Management
New Hampshire
$587K +$568K +27,600 New
NB
665
Nicolet Bankshares
Wisconsin
$585K -$2.53K -123 -0.4%
FRM
666
Fox Run Management
Connecticut
$585K +$567K +27,525 New
MWP
667
MYCIO Wealth Partners
Pennsylvania
$583K
CCA
668
Checchi Capital Advisers
California
$579K +$15.8K +765 +3%
BWA
669
Burt Wealth Advisors
Maryland
$576K -$14.3K -696 -3%
CNBT
670
Canandaigua National Bank & Trust
New York
$574K -$105K -5,118 -16%
BCM
671
Baltimore Capital Management
Maryland
$571K
BAM
672
Belpointe Asset Management
Nevada
$571K +$553K +26,838 New
KWA
673
KCS Wealth Advisory
California
$570K -$8.15K -396 -1%
HAM
674
Highstreet Asset Management
Ontario, Canada
$570K +$552K +26,790 New
CAC
675
Certified Advisory Corp
Florida
$564K +$865 +42 +0.2%

CSX Hedge Fund Activity: Q2 2018 in Review

1,099 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2018, worth a combined $41.5B — up 11% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new CSX positions and 52 closed out — a net gain of 70 holders — while 313 added to existing stakes and 418 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $427M. The largest seller was Capital Research Global Investors, cutting an estimated $960M.

  • 1,099 institutional investors held CSX Corp (CSX) as of Q2 2018, up from 1,039 in Q1 2018.
  • Funds reported $41.5B of CSX Corp stock for Q2 2018, up 11% quarter-over-quarter.
  • 122 funds opened new CSX Corp positions in Q2 2018 and 52 closed out, a net change of +70 holders.
  • The largest CSX Corp buyer in Q2 2018 was Egerton Capital (UK), an estimated $427M added.
  • The largest CSX Corp seller in Q2 2018 was Capital Research Global Investors, an estimated $960M sold.

Based on aggregated 13F filings for Q2 2018.