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CSX Corp

752 hedge funds and large institutions have $17.8B invested in CSX Corp in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 304 increasing their positions, 247 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

35% more call options, than puts

Call options by funds: $138M | Put options by funds: $102M

23% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 247

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

11% more capital invested

Capital invested by funds: $16.1B → $17.8B (+$1.74B)

4% more funds holding

Funds holding: 722752 (+30)

0.13% more ownership

Funds ownership: 197.51%197.65% (+0.13%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
24.38%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
75
Increased
304
Reduced
247
Closed
39
Calls
$138M
Puts
$102M
Net Calls
+$35.4M
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
WJA
676
Williams Jones & Associates
New York
$93K -$355K -42,300 -80%
GGPS
677
Gary Goldberg Planning Services
New York
$91K +$176 +21 +0.2%
ATC
678
Adirondack Trust Company
New York
$88K
OIA
679
Optimum Investment Advisors
Illinois
$88K +$85.6K +10,200 New
ECM
680
ETrade Capital Management
Virginia
$79K -$12.2K -1,452 -14%
JIR
681
James Investment Research
Ohio
$77K
SHWM
682
Smith & Howard Wealth Management
Georgia
$77K
LIA
683
LS Investment Advisors
Michigan
$73K +$31.4K +3,738 +78%
LFR
684
Lehman Financial Resources
Pennsylvania
$69K +$17.6K +2,100 +35%
FA
685
Financial Advantage
Maryland
$64K
ST
686
Stifel Trust
Missouri
$60K
KPCM
687
Kings Point Capital Management
New York
$54K +$15.1K +1,800 +40%
AW
688
Alpha Windward
Massachusetts
$53K
CGT
689
Capital Guardian Trust
California
$52K +$50.4K +6,000 New
PI
690
PineBridge Investments
New York
$52K +$51K +6,072 New
WOC
691
West Oak Capital
California
$51.5K
MAM
692
Mizuho Asset Management
Japan
$50K
Manulife (Manufacturers Life Insurance)
693
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.1K -$11.4M -1,362,795 -20%
RIA
694
Regal Investment Advisors
Michigan
$46K
1IC
695
1919 Investment Counsel
Maryland
$46K +$1.81K +216 +4%
WRM
696
Westport Resources Management
Connecticut
$42K -$5.04K -600 -11%
PSI
697
Pinnacle Summer Investments
Virginia
$41K
Envestnet Asset Management
698
Envestnet Asset Management
Illinois
$40K -$656K -78,201 -94%
HDIM
699
Hanson & Doremus Investment Management
Vermont
$40K +$12.6K +1,500 +47%
IMS
700
Index Management Solutions
Pennsylvania
$40K +$38.9K +4,635 New

CSX Hedge Fund Activity: Q3 2013 in Review

752 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2013, worth a combined $17.8B — up 11% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new CSX positions and 39 closed out — a net gain of 36 holders — while 304 added to existing stakes and 247 trimmed.

The largest buyer was Bank of America, adding an estimated $289M. The largest seller was T. Rowe Price Associates, cutting an estimated $223M.

  • 752 institutional investors held CSX Corp (CSX) as of Q3 2013, up from 722 in Q2 2013.
  • Funds reported $17.8B of CSX Corp stock for Q3 2013, up 11% quarter-over-quarter.
  • 75 funds opened new CSX Corp positions in Q3 2013 and 39 closed out, a net change of +36 holders.
  • The largest CSX Corp buyer in Q3 2013 was Bank of America, an estimated $289M added.
  • The largest CSX Corp seller in Q3 2013 was T. Rowe Price Associates, an estimated $223M sold.

Based on aggregated 13F filings for Q3 2013.