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CSX Corp

813 hedge funds and large institutions have $19.1B invested in CSX Corp in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 298 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $156M | Put options by funds: $114M

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1.04% more ownership

Funds ownership: 195.12%196.16% (+1%)

1% more capital invested

Capital invested by funds: $18.9B → $19.1B (+$113M)

0% more funds holding

Funds holding: 813813 (0)

0% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 298

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
813
Holders Change
Holders Change %
0%
% of All Funds
23.48%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
86
Increased
297
Reduced
298
Closed
72
Calls
$156M
Puts
$114M
Net Calls
+$42.6M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
776
Smithfield Trust
Pennsylvania
$26K -$13.9K -1,500 -36%
FWM
777
Focused Wealth Management
New York
$26K
SFSIG
778
San Francisco Sentry Investment Group
California
$23K +$28 +3 +0.1%
TWA
779
TCI Wealth Advisors
Arizona
$22K
BRWM
780
B. Riley Wealth Management
Tennessee
$21K +$19.8K +2,130 New
DAM
781
Delta Asset Management
Tennessee
$20K -$2.78K -300 -13%
CGT
782
Capital Guardian Trust
California
$18K -$38.1K -4,104 -68%
MUMSS
783
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K -$16.7K -1,800 -50%
PFSC
784
Peoples Financial Services Corp
Pennsylvania
$17K
LWM
785
LBA Wealth Management
Florida
$17K +$8.18K +882 +98%
LWM
786
Lenox Wealth Management
Ohio
$16K
CA
787
CapWealth Advisors
Tennessee
$16K +$83 +9 +0.6%
PVH
788
Psagot Value Holdings
Israel
$15K
CG
789
Colony Group
Massachusetts
$15K +$4.9K +528 +50%
1832 Asset Management
790
1832 Asset Management
Ontario, Canada
$15K +$13.9K +1,503 New
CAL
791
Capital Advisors Ltd
Ohio
$14K
FMII
792
Farmers & Merchants Investments Inc
Nebraska
$14K
CFSG
793
Community Financial Services Group
Vermont
$11K +$10.4K +1,125 New
SNT
794
Security National Trust
West Virginia
$10K -$3.37K -363 -27%
PMFA
795
Plante Moran Financial Advisors
Michigan
$9K -$40.3K -4,347 -83%
FNBSF
796
First National Bank Sioux Falls
South Dakota
$9K
JIC
797
Joel Isaacson & Co
New York
$9K
ST
798
SpiderRock Trading
Illinois
$9K
TF
799
Tompkins Financial
New York
$9K
MA
800
MCF Advisors
Kentucky
$9K +$28 +3 +0.3%

CSX Hedge Fund Activity: Q1 2014 in Review

813 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2014, worth a combined $19.1B — up 0.59% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CSX positions and 72 closed out — a net gain of 14 holders — while 297 added to existing stakes and 298 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $139M. The largest seller was OppenheimerFunds, cutting an estimated $122M.

  • 813 institutional investors held CSX Corp (CSX) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19.1B of CSX Corp stock for Q1 2014, up 0.59% quarter-over-quarter.
  • 86 funds opened new CSX Corp positions in Q1 2014 and 72 closed out, a net change of +14 holders.
  • The largest CSX Corp buyer in Q1 2014 was Alleghany Corporation, an estimated $139M added.
  • The largest CSX Corp seller in Q1 2014 was OppenheimerFunds, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2014.