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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
CIA
676
Choate Investment Advisors
Massachusetts
$432K -$7.44K -420 -2%
IAA
677
Independent Advisor Alliance
North Carolina
$425K -$4.25K -240 -1%
CCA
678
Checchi Capital Advisers
California
$425K +$12.4K +702 +3%
AP
679
Appleton Partners
Massachusetts
$424K
CCM
680
CrestPoint Capital Management
Missouri
$424K
DTL
681
Dynamic Technology Lab
Singapore
$424K +$409K +23,100 New
CAPTRUST Financial Advisors
682
CAPTRUST Financial Advisors
North Carolina
$424K +$409K +23,112 New
BSW
683
Buckingham Strategic Wealth
Missouri
$423K -$1.06K -60 -0.3%
FIM
684
Foresters Investment Management
New York
$416K -$25.9K -1,464 -6%
RCAG
685
Rehmann Capital Advisory Group
Michigan
$415K -$10.4K -585 -3%
ACM
686
Argyle Capital Management
Pennsylvania
$414K
WP
687
WMS Partners
Maryland
$414K
AW
688
ACG Wealth
Georgia
$412K +$95.4K +5,388 +31%
IMOV
689
Investment Management of Virginia
Virginia
$411K -$3.98K -225 -1%
TYCC
690
Texas Yale Capital Corp
Florida
$411K
TL
691
TrueWealth LLC
Georgia
$410K +$396K +22,335 New
LW
692
Linscomb Wealth
Texas
$409K -$2.71K -153 -0.7%
FNFDCM
693
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$407K
WIA
694
Wealthstreet Investment Advisors
Texas
$407K +$393K +22,170 New
GGHC
695
Gilder Gagnon Howe & Co
New York
$406K +$850 +48 +0.2%
CTA
696
Colonial Trust Advisors
South Carolina
$406K +$31.8K +1,794 +9%
CIA
697
Capital Investment Advisors
Georgia
$405K -$12.8K -723 -3%
MSFP
698
Mark Sheptoff Financial Planning
Connecticut
$404K
BHBT
699
Burke & Herbert Bank & Trust
Virginia
$403K
VFA
700
Valeo Financial Advisors
Indiana
$403K +$198K +11,175 +103%

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.