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CSX Corp

1,039 hedge funds and large institutions have $37.4B invested in CSX Corp in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 280 increasing their positions, 423 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.74% more ownership

Funds ownership: 225.9%227.64% (+1.7%)

1% more capital invested

Capital invested by funds: $37B → $37.4B (+$434M)

0% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,0471,039 (-8)

34% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 423

47% less call options, than puts

Call options by funds: $285M | Put options by funds: $542M

Holders
1,039
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
23.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
110
Increased
280
Reduced
423
Closed
110
Calls
$285M
Puts
$542M
Net Calls
-$257M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
BCB
701
Brian C. Broderick
$368K -$28K -1,500 -7%
NFG
702
Nations Financial Group
Iowa
$365K -$19.8K -1,059 -5%
CTA
703
Colonial Trust Advisors
South Carolina
$364K -$47.5K -2,544 -11%
OPCM
704
Osborne Partners Capital Management
California
$362K
DDC
705
Daniel Devine & Co
Florida
$360K
SMC
706
Smith, Moore & Co
Missouri
$359K +$361K +19,341 New
BFC
707
Bedel Financial Consulting
Indiana
$358K +$8.41K +450 +2%
FAM
708
Flaharty Asset Management
Florida
$358K +$94K +5,028 +34%
AW
709
ACG Wealth
Georgia
$353K -$65.3K -3,495 -16%
MSAM
710
Moloney Securities Asset Management
Missouri
$353K -$2.3K -123 -0.6%
SIC
711
Salem Investment Counselors
North Carolina
$352K
TIA
712
Tandem Investment Advisors
South Carolina
$348K -$236K -12,615 -40%
ID
713
Integral Derivatives
New York
$345K -$191K -10,200 -35%
WF
714
Welch & Forbes
Massachusetts
$343K -$224K -11,985 -39%
TWM
715
Torch Wealth Management
Ohio
$343K -$20.9K -1,119 -6%
Mackenzie Financial
716
Mackenzie Financial
Ontario, Canada
$343K +$78.7K +4,209 +30%
BIA
717
Bigelow Investment Advisors
Maine
$335K +$337K +18,015 New
TWA
718
Tillar-Wenstrup Advisors
Ohio
$334K +$336K +17,994 New
SAMC
719
Spectrum Asset Management (California)
California
$333K
DT
720
Diversified Trust
Tennessee
$329K +$332K +17,742 New
CWM
721
Connecticut Wealth Management
Connecticut
$328K +$137K +7,344 +69%
FTC
722
Farmers Trust Company
Ohio
$326K -$4.21K -225 -1%
SSWM
723
Smith Salley Wealth Management
North Carolina
$325K -$37.8K -2,022 -10%
SCM
724
Stonebridge Capital Management
California
$322K
HSA
725
HBK Sorce Advisory
Pennsylvania
$320K +$20.7K +1,107 +7%

CSX Hedge Fund Activity: Q1 2018 in Review

1,039 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2018, worth a combined $37.4B — up 1.2% from $37B a quarter earlier.

Fund positioning in CSX was balanced in Q1 2018: 110 funds opened new positions, 110 closed out, 280 added to existing stakes and 423 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $377M.

  • 1,039 institutional investors held CSX Corp (CSX) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $37.4B of CSX Corp stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 110 funds opened new CSX Corp positions in Q1 2018 and 110 closed out, a net change of 0 holders.
  • The largest CSX Corp buyer in Q1 2018 was Lazard Asset Management, an estimated $325M added.
  • The largest CSX Corp seller in Q1 2018 was Fidelity Investments, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.