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CSX Corp

813 hedge funds and large institutions have $18.9B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

8% more funds holding

Funds holding: 752813 (+61)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.13B)

9% more call options, than puts

Call options by funds: $136M | Put options by funds: $125M

9% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 295

2.52% less ownership

Funds ownership: 197.65%195.12% (-2.5%)

Holders
813
Holders Change
+61
Holders Change %
+8.11%
% of All Funds
23.6%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
113
Increased
267
Reduced
295
Closed
46
Calls
$136M
Puts
$125M
Net Calls
+$11M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
701
Geneva Advisors
Illinois
$218K +$204K +22,731 New
CC
702
Courier Capital
New York
$217K -$18.5K -2,070 -8%
CRC
703
Curi RMB Capital
Illinois
$216K +$202K +22,500 New
OPCM
704
Osborne Partners Capital Management
California
$216K +$202K +22,500 New
ACM
705
Argyle Capital Management
Pennsylvania
$216K +$202K +22,572 New
CT
706
Cambridge Trust
Massachusetts
$209K +$196K +21,840 New
BIM
707
Barton Investment Management
Pennsylvania
$207K +$194K +21,600 New
SI
708
SII Investments
Wisconsin
$206K +$193K +21,492 New
RCAG
709
Rehmann Capital Advisory Group
Michigan
$205K +$191K +21,330 New
BOS
710
Bingham Osborn & Scarborough
California
$204K +$191K +21,306 New
BAAM
711
Baker Avenue Asset Management
California
$203K +$190K +21,180 New
BBI
712
Baxter Bros Inc
Connecticut
$201K +$188K +20,949 New
KT
713
Kanaly Trust
Texas
$201K +$188K +21,000 New
CBT
714
Central Bank & Trust
Kentucky
$199K -$52.7K -5,886 -22%
MCM
715
Manchester Capital Management
Vermont
$199K
PAS
716
Partnervest Advisory Services
California
$193K +$31.9K +3,564 +22%
SSG
717
Summit Securities Group
New York
$193K +$180K +20,100 New
AAC
718
Asset Advisors Corp
Georgia
$191K
OC
719
Oakworth Capital
Alabama
$190K +$177K +19,773 New
FMLI
720
Fukoku Mutual Life Insurance
Japan
$173K
GLI
721
Guardian Life Insurance
New York
$165K -$176K -19,680 -53%
ARMT
722
Amica Retiree Medical Trust
Rhode Island
$160K +$150K +16,695 New
SEC
723
Seven Eight Capital
New York
$158K +$148K +16,500 New
ITIM
724
Indiana Trust & Investment Management
Indiana
$147K
PL
725
Parkwood LLC
Ohio
$147K +$137K +15,306 New

CSX Hedge Fund Activity: Q4 2013 in Review

813 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $18.9B — up 6.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CSX positions and 46 closed out — a net gain of 67 holders — while 267 added to existing stakes and 295 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.

  • 813 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
  • Funds reported $18.9B of CSX Corp stock for Q4 2013, up 6.3% quarter-over-quarter.
  • 113 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +67 holders.
  • The largest CSX Corp buyer in Q4 2013 was Bank of America, an estimated $134M added.
  • The largest CSX Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $363M sold.

Based on aggregated 13F filings for Q4 2013.