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CSX Corp

1,047 hedge funds and large institutions have $37B invested in CSX Corp in 2017 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 288 increasing their positions, 393 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 75

17.29% more ownership

Funds ownership: 208.62%225.9% (+17%)

8% more funds holding

Funds holding: 9711,047 (+76)

7% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.56B)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

27% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 393

48% less call options, than puts

Call options by funds: $646M | Put options by funds: $1.24B

Holders
1,047
Holders Change
+76
Holders Change %
+7.83%
% of All Funds
23.75%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
160
Increased
288
Reduced
393
Closed
75
Calls
$646M
Puts
$1.24B
Net Calls
-$598M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
726
Smith Salley Wealth Management
North Carolina
$358K -$64.7K -3,654 -16%
OPCM
727
Osborne Partners Capital Management
California
$358K
DDC
728
Daniel Devine & Co
Florida
$356K
SIC
729
Salem Investment Counselors
North Carolina
$354K -$33.2K -1,875 -9%
MSAM
730
Moloney Securities Asset Management
Missouri
$350K +$6.8K +384 +2%
BFC
731
Bedel Financial Consulting
Indiana
$345K +$334K +18,834 New
SCM
732
Stonebridge Capital Management
California
$344K
OMC
733
Old Mission Capital
Illinois
$343K +$331K +18,714 New
UB
734
UMB Bank
Missouri
$342K +$1.12K +63 +0.3%
FA
735
FDx Advisors
Illinois
$337K -$35K -1,977 -10%
ZB
736
Zions Bancorporation
Utah
$334K -$58.5K -3,306 -15%
IA
737
IFG Advisory
Georgia
$332K +$321K +18,144 New
FTC
738
Farmers Trust Company
Ohio
$326K -$1.33K -75 -0.4%
OLA
739
Oliver Luxxe Assets
New Jersey
$319K +$1.06K +60 +0.3%
JIP
740
Jaffetilchin Investment Partners
Florida
$318K -$292K -16,485 -49%
TMAM
741
Tokio Marine Asset Management
Japan
$317K -$120K -6,786 -28%
CA
742
Cetera Advisors
Colorado
$316K -$24.9K -1,407 -8%
NWP
743
Northstar Wealth Partners
Connecticut
$314K
CC
744
Cadinha & Co
Hawaii
$310K -$79.7K -4,500 -21%
BOS
745
Bingham Osborn & Scarborough
California
$310K -$797 -45 -0.3%
SAMC
746
Spectrum Asset Management (California)
California
$308K
WPC
747
Waters Parkerson & Co
Louisiana
$308K
WCA
748
Westover Capital Advisors
Delaware
$305K +$295K +16,638 New
JFA
749
JNBA Financial Advisors
Minnesota
$304K
CGA
750
Crescent Grove Advisors
Illinois
$303K

CSX Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2017, worth a combined $37B — up 7.4% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new CSX positions and 75 closed out — a net gain of 85 holders — while 288 added to existing stakes and 393 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $605M. The largest seller was Capital Research Global Investors, cutting an estimated $358M.

  • 1,047 institutional investors held CSX Corp (CSX) as of Q4 2017, up from 971 in Q3 2017.
  • Funds reported $37B of CSX Corp stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 160 funds opened new CSX Corp positions in Q4 2017 and 75 closed out, a net change of +85 holders.
  • The largest CSX Corp buyer in Q4 2017 was Lone Pine Capital, an estimated $605M added.
  • The largest CSX Corp seller in Q4 2017 was Capital Research Global Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2017.