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CSX Corp

925 hedge funds and large institutions have $24B invested in CSX Corp in 2016 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 251 increasing their positions, 371 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 47

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

20% more capital invested

Capital invested by funds: $20B → $24B (+$3.96B)

12% more funds holding

Funds holding: 828925 (+97)

9.47% more ownership

Funds ownership: 204.32%213.79% (+9.5%)

17% less call options, than puts

Call options by funds: $215M | Put options by funds: $260M

32% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 371

Holders
925
Holders Change
+97
Holders Change %
+11.71%
% of All Funds
23.13%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.45%
New
154
Increased
251
Reduced
371
Closed
47
Calls
$215M
Puts
$260M
Net Calls
-$45.5M
Net Calls Change
-$99.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
751
First Interstate Bank
Montana
$227K
BFEC
752
Benjamin F. Edwards & Company
Missouri
$225K +$134K +11,949 +175%
CA
753
Cetera Advisors
Colorado
$224K -$28.3K -2,526 -12%
AUB
754
Atlantic Union Bankshares
Virginia
$224K +$209K +18,684 New
KT
755
Kanaly Trust
Texas
$223K
FNFDCM
756
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$221K
UWPG
757
Ullmann Wealth Partners Group
Florida
$221K +$161K +14,337 New
FFSOTS
758
Fiduciary Financial Services of The Southwest
Texas
$219K -$69.3K -6,180 -25%
UB
759
UMB Bank
Missouri
$219K +$205K +18,258 New
IWM
760
IHT Wealth Management
Illinois
$218K +$204K +18,192 New
IWC
761
Integrated Wealth Counsel
California
$216K
RSA
762
Robertson Stephens Advisors
California
$216K +$202K +18,000 New
MSAM
763
Moloney Securities Asset Management
Missouri
$213K +$199K +17,778 New
CTA
764
Colonial Trust Advisors
South Carolina
$213K +$199K +17,793 New
TCOT
765
Trust Company of Toledo
Ohio
$213K +$200K +17,823 New
SCM
766
Stonebridge Capital Management
California
$212K +$198K +17,700 New
HK
767
Horizon Kinetics
New York
$212K +$199K +17,736 New
WP
768
WMS Partners
Maryland
$211K +$198K +17,631 New
IAMOG
769
Investors Asset Management of Georgia
Georgia
$210K -$39.9K -3,555 -17%
HIC
770
Holderness Investments Company
North Carolina
$208K +$195K +17,385 New
TCM
771
Tufton Capital Management
Maryland
$208K +$195K +17,400 New
CFS
772
Commonwealth Financial Services
West Virginia
$207K
ACPU
773
Arrowgrass Capital Partners (US)
Delaware
$206K +$193K +17,208 New
APP
774
Avantax Planning Partners
Iowa
$204K +$191K +17,001 New
BOS
775
Bingham Osborn & Scarborough
California
$203K +$190K +16,908 New

CSX Hedge Fund Activity: Q4 2016 in Review

925 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2016, worth a combined $24B — up 20% from $20B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CSX positions and 47 closed out — a net gain of 107 holders — while 251 added to existing stakes and 371 trimmed.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $852M. The largest seller was Wellington Management Group, cutting an estimated $138M.

  • 925 institutional investors held CSX Corp (CSX) as of Q4 2016, up from 828 in Q3 2016.
  • Funds reported $24B of CSX Corp stock for Q4 2016, up 20% quarter-over-quarter.
  • 154 funds opened new CSX Corp positions in Q4 2016 and 47 closed out, a net change of +107 holders.
  • The largest CSX Corp buyer in Q4 2016 was Nomura Holdings, an estimated $852M added.
  • The largest CSX Corp seller in Q4 2016 was Wellington Management Group, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2016.