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CSX Corp

813 hedge funds and large institutions have $18.9B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

8% more funds holding

Funds holding: 752813 (+61)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.13B)

9% more call options, than puts

Call options by funds: $136M | Put options by funds: $125M

9% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 295

2.52% less ownership

Funds ownership: 197.65%195.12% (-2.5%)

Holders
813
Holders Change
+61
Holders Change %
+8.11%
% of All Funds
23.6%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
113
Increased
267
Reduced
295
Closed
46
Calls
$136M
Puts
$125M
Net Calls
+$11M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
776
Old Second National Bank of Aurora
Illinois
$29K
Manulife (Manufacturers Life Insurance)
777
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.4K -$23.7M -2,644,170 -47%
FWM
778
Focused Wealth Management
New York
$26K
ASN
779
Advisory Services Network
Georgia
$25K +$23.5K +2,625 New
SFSIG
780
San Francisco Sentry Investment Group
California
$23K -$17.8K -1,983 -45%
DAM
781
Delta Asset Management
Tennessee
$23K
TWA
782
TCI Wealth Advisors
Arizona
$22K
Carson Wealth (CWM LLC)
783
Carson Wealth (CWM LLC)
Nebraska
$17K
PFSC
784
Peoples Financial Services Corp
Pennsylvania
$17K +$15.5K +1,725 New
LWM
785
Lenox Wealth Management
Ohio
$16K +$15.1K +1,680 New
PVH
786
Psagot Value Holdings
Israel
$15K
CA
787
CapWealth Advisors
Tennessee
$15K +$81 +9 +0.6%
FMII
788
Farmers & Merchants Investments Inc
Nebraska
$14K
CAL
789
Capital Advisors Ltd
Ohio
$14K +$13K +1,452 New
NIM
790
NuWave Investment Management
New Jersey
$13K -$1.61M -179,364 -99%
SNT
791
Security National Trust
West Virginia
$13K
EWM
792
Elite Wealth Management
Washington
$12K
CG
793
Colony Group
Massachusetts
$10K +$9.52K +1,062 New
AP
794
Advisors Preferred
Maryland
$10K +$9.76K +1,089 New
FNBSF
795
First National Bank Sioux Falls
South Dakota
$9K
JIC
796
Joel Isaacson & Co
New York
$9K
MFBTD
797
MB Financial Bank - Trust Department
Illinois
$9K
TF
798
Tompkins Financial
New York
$9K
LWM
799
LBA Wealth Management
Florida
$9K +$8.06K +900 New
MA
800
MCF Advisors
Kentucky
$9K +$8.52K +951 New

CSX Hedge Fund Activity: Q4 2013 in Review

813 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $18.9B — up 6.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CSX positions and 46 closed out — a net gain of 67 holders — while 267 added to existing stakes and 295 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.

  • 813 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
  • Funds reported $18.9B of CSX Corp stock for Q4 2013, up 6.3% quarter-over-quarter.
  • 113 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +67 holders.
  • The largest CSX Corp buyer in Q4 2013 was Bank of America, an estimated $134M added.
  • The largest CSX Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $363M sold.

Based on aggregated 13F filings for Q4 2013.