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CSX Corp

820 hedge funds and large institutions have $20.9B invested in CSX Corp in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 277 increasing their positions, 326 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $213M | Put options by funds: $148M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

10% more capital invested

Capital invested by funds: $19.1B → $20.9B (+$1.86B)

6.55% more ownership

Funds ownership: 196.16%202.71% (+6.6%)

1% more funds holding

Funds holding: 813820 (+7)

15% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 326

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
23.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
59
Increased
277
Reduced
326
Closed
46
Calls
$213M
Puts
$148M
Net Calls
+$65.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
726
Van Cleef Asset Management
Ohio
$200K +$190K +19,500 New
CBT
727
Central Bank & Trust
Kentucky
$199K +$26.2K +2,688 +15%
KT
728
Kanaly Trust
Texas
$187K
FMLI
729
Fukoku Mutual Life Insurance
Japan
$185K
GLI
730
Guardian Life Insurance
New York
$176K
ARMT
731
Amica Retiree Medical Trust
Rhode Island
$171K
WRM
732
Westport Resources Management
Connecticut
$152K -$11.7K -1,203 -8%
SSG
733
Summit Securities Group
New York
$145K +$99.3K +10,200 +262%
BOK
734
Bank of Kentucky
Kentucky
$139K
CPP
735
Crow Point Partners
Massachusetts
$138K
ST
736
SpiderRock Trading
Illinois
$123K
W
737
Wealthfront
California
$123K +$49.1K +5,046 +74%
PAS
738
Partnervest Advisory Services
California
$117K -$44K -4,518 -28%
WJA
739
Williams Jones & Associates
New York
$111K -$993K -102,000 -90%
GGPS
740
Gary Goldberg Planning Services
New York
$109K +$175 +18 +0.2%
PIA
741
Piedmont Investment Advisors
North Carolina
$94.4K +$2.37K +243 +3%
TWM
742
Torch Wealth Management
Ohio
$87K -$17.5K -1,794 -18%
OIA
743
Optimum Investment Advisors
Illinois
$80K +$5.84K +600 +8%
LWCFA
744
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74K
ST
745
Stifel Trust
Missouri
$71K
EFSCE
746
Enterprise Financial Services Corp (EFSC)
Missouri
$66K
KPCM
747
Kings Point Capital Management
New York
$65K
TC
748
TradeLink Capital
Illinois
$65K +$61.3K +6,300 New
KAM
749
Kokusai Asset Management
Japan
$62K -$78.9K -8,100 -57%
LFR
750
Lehman Financial Resources
Pennsylvania
$62K -$20.4K -2,100 -26%

CSX Hedge Fund Activity: Q2 2014 in Review

820 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2014, worth a combined $20.9B — up 9.8% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CSX positions and 46 closed out — a net gain of 13 holders — while 277 added to existing stakes and 326 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $312M. The largest seller was UBS, cutting an estimated $200M.

  • 820 institutional investors held CSX Corp (CSX) as of Q2 2014, up from 813 in Q1 2014.
  • Funds reported $20.9B of CSX Corp stock for Q2 2014, up 9.8% quarter-over-quarter.
  • 59 funds opened new CSX Corp positions in Q2 2014 and 46 closed out, a net change of +13 holders.
  • The largest CSX Corp buyer in Q2 2014 was Capital World Investors, an estimated $312M added.
  • The largest CSX Corp seller in Q2 2014 was UBS, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2014.