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CSX Corp

820 hedge funds and large institutions have $20.9B invested in CSX Corp in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 277 increasing their positions, 326 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $213M | Put options by funds: $148M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

10% more capital invested

Capital invested by funds: $19.1B → $20.9B (+$1.86B)

6.55% more ownership

Funds ownership: 196.16%202.71% (+6.6%)

1% more funds holding

Funds holding: 813820 (+7)

15% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 326

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
23.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
59
Increased
277
Reduced
326
Closed
46
Calls
$213M
Puts
$148M
Net Calls
+$65.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RNS
751
Robert N. Shapiro
$62K
FCCM
752
First City Capital Management
Georgia
$61.6K
RFA
753
Reilly Financial Advisors
California
$58K +$2.95K +303 +6%
BC
754
Blackhill Capital
New Jersey
$55K
VIA
755
Vantage Investment Advisors
Pennsylvania
$55K
1IC
756
1919 Investment Counsel
Maryland
$53K
S
757
SignatureFD
Georgia
$53K +$50.5K +5,184 New
WOC
758
West Oak Capital
California
$52.4K
RIA
759
Regal Investment Advisors
Michigan
$51K
TAM
760
Tocqueville Asset Management
New York
$51K
PSI
761
Pinnacle Summer Investments
Virginia
$49K
HDIM
762
Hanson & Doremus Investment Management
Vermont
$48K
AW
763
Alpha Windward
Massachusetts
$46K -$4.29K -441 -9%
FA
764
Financial Advantage
Maryland
$46K
FAM
765
Formidable Asset Management
Ohio
$46K
JIR
766
James Investment Research
Ohio
$46K
PR
767
Payden & Rygel
California
$46K
JWA
768
JFS Wealth Advisors
Pennsylvania
$46K +$43.8K +4,500 New
WA
769
Waverly Advisors
Alabama
$45K +$204 +21 +0.5%
LNB
770
Ledyard National Bank
$43K
TCM
771
Tradewinds Capital Management
Washington
$40K +$8.82K +906 +30%
Teacher Retirement System of Texas
772
Teacher Retirement System of Texas
Texas
$40K +$37.6K +3,867 New
HCM
773
Highlander Capital Management
New Jersey
$38.5K
WTC
774
WhitTier Trust Company
Nevada
$35K
GSC
775
Ground Swell Capital
South Carolina
$35K +$32.9K +3,384 New

CSX Hedge Fund Activity: Q2 2014 in Review

820 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2014, worth a combined $20.9B — up 9.8% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CSX positions and 46 closed out — a net gain of 13 holders — while 277 added to existing stakes and 326 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $312M. The largest seller was UBS, cutting an estimated $200M.

  • 820 institutional investors held CSX Corp (CSX) as of Q2 2014, up from 813 in Q1 2014.
  • Funds reported $20.9B of CSX Corp stock for Q2 2014, up 9.8% quarter-over-quarter.
  • 59 funds opened new CSX Corp positions in Q2 2014 and 46 closed out, a net change of +13 holders.
  • The largest CSX Corp buyer in Q2 2014 was Capital World Investors, an estimated $312M added.
  • The largest CSX Corp seller in Q2 2014 was UBS, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2014.