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CSX Corp

1,039 hedge funds and large institutions have $37.4B invested in CSX Corp in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 280 increasing their positions, 423 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.74% more ownership

Funds ownership: 225.9%227.64% (+1.7%)

1% more capital invested

Capital invested by funds: $37B → $37.4B (+$434M)

0% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,0471,039 (-8)

34% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 423

47% less call options, than puts

Call options by funds: $285M | Put options by funds: $542M

Holders
1,039
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
23.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
110
Increased
280
Reduced
423
Closed
110
Calls
$285M
Puts
$542M
Net Calls
-$257M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
PV
726
Private Vista
Illinois
$317K +$320K +17,103 New
AFP
727
Ausdal Financial Partners
Iowa
$316K +$318K +17,016 New
GJIC
728
Gamble Jones Investment Counsel
California
$314K -$77.9K -4,170 -20%
BOS
729
Bingham Osborn & Scarborough
California
$314K
CC
730
Cadinha & Co
Hawaii
$314K
MHS
731
M Holdings Securities
Oregon
$313K +$32.2K +1,725 +11%
FFWA
732
FRG Family Wealth Advisors
Washington
$312K -$56.1K -3,000 -15%
APP
733
Avantax Planning Partners
Iowa
$312K -$53.6K -2,868 -15%
WPC
734
Waters Parkerson & Co
Louisiana
$312K
OLA
735
Oliver Luxxe Assets
New Jersey
$308K -$15.1K -810 -5%
JFA
736
JNBA Financial Advisors
Minnesota
$308K
EWM
737
Evermay Wealth Management
Virginia
$308K +$310K +16,584 New
CGA
738
Crescent Grove Advisors
Illinois
$306K
IP
739
Intellectus Partners
California
$305K
PAG
740
Pinnacle Advisory Group
Maryland
$302K -$1.74K -93 -0.6%
RI
741
Ridgewood Investments
New Jersey
$300K +$112 +6 +0%
GGHC
742
Gilder Gagnon Howe & Co
New York
$298K -$114K -6,081 -27%
TCM
743
Tufton Capital Management
Maryland
$295K
FWM
744
Frontier Wealth Management
Missouri
$295K +$897 +48 +0.3%
PFS
745
Prospera Financial Services
Texas
$293K +$296K +15,831 New
AAM
746
Advisors Asset Management
Colorado
$288K +$92.4K +4,947 +45%
BIM
747
Bridges Investment Management
Nebraska
$287K +$78.5K +4,200 +37%
ITIM
748
Indiana Trust & Investment Management
Indiana
$286K
MMPW
749
Mitchell McLeod Pugh & Williams
Alabama
$285K -$9.81K -525 -3%
AIP
750
Ahrens Investment Partners
Louisiana
$284K

CSX Hedge Fund Activity: Q1 2018 in Review

1,039 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2018, worth a combined $37.4B — up 1.2% from $37B a quarter earlier.

Fund positioning in CSX was balanced in Q1 2018: 110 funds opened new positions, 110 closed out, 280 added to existing stakes and 423 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $377M.

  • 1,039 institutional investors held CSX Corp (CSX) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $37.4B of CSX Corp stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 110 funds opened new CSX Corp positions in Q1 2018 and 110 closed out, a net change of 0 holders.
  • The largest CSX Corp buyer in Q1 2018 was Lazard Asset Management, an estimated $325M added.
  • The largest CSX Corp seller in Q1 2018 was Fidelity Investments, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.