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CSX Corp

829 hedge funds and large institutions have $18.1B invested in CSX Corp in 2015 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 307 increasing their positions, 301 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $384M | Put options by funds: $212M

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 301

0.2% less ownership

Funds ownership: 206.9%206.7% (-0.2%)

5% less funds holding

Funds holding: 870829 (-41)

18% less capital invested

Capital invested by funds: $22.1B → $18.1B (-$3.98B)

40% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 88

Holders
829
Holders Change
-41
Holders Change %
-4.71%
% of All Funds
23.14%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.56%
New
53
Increased
307
Reduced
301
Closed
88
Calls
$384M
Puts
$212M
Net Calls
+$172M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
S
726
SignatureFD
Georgia
$115K +$88.8K +9,051 +241%
TSW
727
Thompson Siegel & Walmsley
Virginia
$97K
BAM
728
Bruderman Asset Management
New York
$96K +$265 +27 +0.3%
MCM
729
Manchester Capital Management
Vermont
$93K
KPCM
730
Kings Point Capital Management
New York
$90K
MAS
731
Madden Advisory Services
Florida
$89K -$10.6K -1,077 -10%
CBT
732
Central Bank & Trust
Kentucky
$86K
SAMC
733
Shinko Asset Management Company
Japan
$77K
SHJ
734
Sharkey, Howes & Javer
Colorado
$74K
OSNBOA
735
Old Second National Bank of Aurora
Illinois
$69K +$45.6K +4,647 +155%
TFA
736
Transamerica Financial Advisors
Florida
$68K
SAC
737
Smith Affiliated Capital
New York
$67.2K
CFA
738
CT Financial Advisors
Pennsylvania
$64.6K
KTC
739
Kistler-Tiffany Companies
Pennsylvania
$64K +$6.77K +690 +11%
LWCFA
740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K
LFR
741
Lehman Financial Resources
Pennsylvania
$59K
BFEC
742
Benjamin F. Edwards & Company
Missouri
$58K -$6.48K -660 -9%
FPFS
743
First Personal Financial Services
North Carolina
$56K
HDIM
744
Hanson & Doremus Investment Management
Vermont
$54K
VCM
745
Vigilant Capital Management
Maine
$48K -$26.5K -2,700 -33%
BL
746
Balentine LLC
Georgia
$47K +$51.6K +5,259 New
WA
747
Waverly Advisors
Alabama
$46K
CK
748
Carnick & Kubik
Colorado
$44.4K +$48.6K +4,950 New
IMS
749
Index Management Solutions
Pennsylvania
$42K +$559 +57 +1%
RFA
750
Reilly Financial Advisors
California
$41K

CSX Hedge Fund Activity: Q3 2015 in Review

829 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2015, worth a combined $18.1B — down 18% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CSX and 53 opened new positions — a net loss of 35 holders — while 301 trimmed existing stakes and 307 added.

The largest buyer was Lazard Asset Management, adding an estimated $145M. The largest seller was Goldman Sachs, cutting an estimated $299M.

  • 829 institutional investors held CSX Corp (CSX) as of Q3 2015, down from 870 in Q2 2015.
  • Funds reported $18.1B of CSX Corp stock for Q3 2015, down 18% quarter-over-quarter.
  • 53 funds opened new CSX Corp positions in Q3 2015 and 88 closed out, a net change of -35 holders.
  • The largest CSX Corp buyer in Q3 2015 was Lazard Asset Management, an estimated $145M added.
  • The largest CSX Corp seller in Q3 2015 was Goldman Sachs, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2015.