CSX Corp
CSX
869 hedge funds and large institutions have $22.2B invested in CSX Corp in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 323 increasing their positions, 316 reducing their positions, and 82 closing their positions.
47% more call options, than puts
Call options by funds: $202M | Put options by funds: $137M
3% more ownership
Funds ownership: 200.02% → 203.03% (+3%)
2% more repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 316
4% less funds holding
Funds holding: 903 → 869 (-34)
7% less capital invested
Capital invested by funds: $24B → $22.2B (-$1.77B)
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
23% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$267M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$251M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$123M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$121M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$654M |
| 2 |
JP Morgan Chase
New York
|
-$370M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$158M |
| 4 |
Millennium Management
New York
|
-$135M |
| 5 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$114M |
CSX Hedge Fund Activity: Q1 2015 in Review
869 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2015, worth a combined $22.2B — down 7.4% from $24B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of CSX and 63 opened new positions — a net loss of 19 holders — while 316 trimmed existing stakes and 323 added.
The largest buyer was Wellington Management Group, adding an estimated $267M. The largest seller was Fidelity Investments, cutting an estimated $654M.
- 869 institutional investors held CSX Corp (CSX) as of Q1 2015, down from 903 in Q4 2014.
- Funds reported $22.2B of CSX Corp stock for Q1 2015, down 7.4% quarter-over-quarter.
- 63 funds opened new CSX Corp positions in Q1 2015 and 82 closed out, a net change of -19 holders.
- The largest CSX Corp buyer in Q1 2015 was Wellington Management Group, an estimated $267M added.
- The largest CSX Corp seller in Q1 2015 was Fidelity Investments, an estimated $654M sold.
Based on aggregated 13F filings for Q1 2015.