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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
PR
701
Payden & Rygel
California
$39K
EFSCE
702
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$16.6K +1,980 +78%
FAM
703
Formidable Asset Management
Ohio
$39K +$37.8K +4,500 New
JEW
704
Jamison Eaton & Wood
New Jersey
$39K +$37.8K +4,500 New
SFSIG
705
San Francisco Sentry Investment Group
California
$38K -$14.4K -1,713 -28%
SFS
706
Signator Financial Services
Massachusetts
$35K
ACM
707
Antonetti Capital Management
Florida
$33K
WA
708
Waverly Advisors
Alabama
$33K +$32.5K +3,867 New
KAM
709
Kokusai Asset Management
Japan
$33K +$32.7K +3,900 New
HCM
710
Highlander Capital Management
New Jersey
$32.2K -$11.3K -1,350 -26%
AC
711
Alexandria Capital
Virginia
$32K +$2.52K +300 +9%
HF
712
Hoxton Financial
West Virginia
$31K
LWCFA
713
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K
WTC
714
WhitTier Trust Company
Nevada
$29K
FMP
715
Financial Management Professionals
Texas
$28K
RFA
716
Reilly Financial Advisors
California
$28K
HPBT
717
High Point Bank & Trust
North Carolina
$26K
OSNBOA
718
Old Second National Bank of Aurora
Illinois
$26K +$25.2K +3,000 New
ST
719
Smithfield Trust
Pennsylvania
$23K
FWM
720
Focused Wealth Management
New York
$23K +$22.7K +2,706 New
GI
721
Gradient Investments
Minnesota
$22K -$6.87K -819 -25%
DAM
722
Delta Asset Management
Tennessee
$21K -$5.04K -600 -20%
TWA
723
TCI Wealth Advisors
Arizona
$20K
PFS
724
Penseco Financial Services
Pennsylvania
$15K -$629 -75 -4%
Carson Wealth (CWM LLC)
725
Carson Wealth (CWM LLC)
Nebraska
$15K +$15.1K +1,800 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.