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CSX Corp

820 hedge funds and large institutions have $17B invested in CSX Corp in 2016 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 310 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $293M | Put options by funds: $132M

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more capital invested

Capital invested by funds: $16.8B → $17B (+$232M)

0% less funds holding

Funds holding: 821820 (-1)

8% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 310

4.2% less ownership

Funds ownership: 206.53%202.33% (-4.2%)

Holders
820
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
21.88%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
65
Increased
286
Reduced
310
Closed
56
Calls
$293M
Puts
$132M
Net Calls
+$161M
Net Calls Change
+$47.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
726
Perigon Wealth Management
California
$67K +$4.42K +507 +7%
SBL
727
Sargent Bickham Lagudis
Colorado
$65K
LNB
728
Ledyard National Bank
$64K +$26.8K +3,075 +73%
AOWM
729
Alpha Omega Wealth Management
Virginia
$63K
SAM
730
Sunnymeath Asset Management
New Jersey
$63K
SNT
731
Security National Trust
West Virginia
$63K +$62.7K +7,200 New
CFA
732
CT Financial Advisors
Pennsylvania
$62.6K
HIIFS
733
Harel Insurance Investments & Financial Services
Israel
$62K +$62.1K +7,131 New
CAL
734
Capital Analysts LLC
Pennsylvania
$61.4K +$3.63K +417 +6%
ACM
735
Armbruster Capital Management
New York
$61K
BFEC
736
Benjamin F. Edwards & Company
Missouri
$59K -$5.22K -600 -8%
CCM
737
Cribstone Capital Management
Maine
$58K +$58.5K +6,720 New
JFGIW
738
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K -$620K -71,238 -92%
KTC
739
Kistler-Tiffany Companies
Pennsylvania
$56K
FPFS
740
First Personal Financial Services
North Carolina
$54K
PFSC
741
Peoples Financial Services Corp
Pennsylvania
$54K
AssetMark Inc
742
AssetMark Inc
California
$52K -$4K -459 -7%
VCM
743
Vigilant Capital Management
Maine
$52K +$5.36K +615 +11%
HI
744
Hudock Inc
Pennsylvania
$52K +$5.72K +657 +12%
LWCFA
745
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K
TDC
746
Thompson Davis & Co
Virginia
$47K -$470 -54 -1%
CPIG
747
Chicago Partners Investment Group
Illinois
$47K +$28.7K +3,300 +156%
LWM
748
Lenox Wealth Management
Ohio
$47K +$32.3K +3,705 +221%
HDIM
749
Hanson & Doremus Investment Management
Vermont
$45K -$13.1K -1,500 -23%
AW
750
Alpha Windward
Massachusetts
$45K +$2.53K +291 +6%

CSX Hedge Fund Activity: Q2 2016 in Review

820 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2016, worth a combined $17B — up 1.4% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CSX positions and 56 closed out — a net gain of 9 holders — while 286 added to existing stakes and 310 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $213M. The largest seller was Balyasny Asset Management, cutting an estimated $204M.

  • 820 institutional investors held CSX Corp (CSX) as of Q2 2016, down from 821 in Q1 2016.
  • Funds reported $17B of CSX Corp stock for Q2 2016, up 1.4% quarter-over-quarter.
  • 65 funds opened new CSX Corp positions in Q2 2016 and 56 closed out, a net change of +9 holders.
  • The largest CSX Corp buyer in Q2 2016 was Janus Henderson Investors US, an estimated $213M added.
  • The largest CSX Corp seller in Q2 2016 was Balyasny Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2016.