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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
KTC
776
Kistler-Tiffany Companies
Pennsylvania
$34K
DBT
777
Dubuque Bank & Trust
Iowa
$34K +$32.4K +3,327 New
FMP
778
Financial Management Professionals
Texas
$33K
BG
779
Bollard Group
Massachusetts
$31K
HPBT
780
High Point Bank & Trust
North Carolina
$31K
OSNBOA
781
Old Second National Bank of Aurora
Illinois
$31K
TIM
782
Tortoise Investment Management
New York
$31K +$29.2K +3,000 New
ST
783
Smithfield Trust
Pennsylvania
$30K +$2.04K +210 +8%
SCP
784
Syntal Capital Partners
Texas
$29K -$9.87K -1,014 -26%
MUMSS
785
Mitsubishi UFJ Morgan Stanley Securities
Japan
$29K +$9.93K +1,020 +58%
NIM
786
NuWave Investment Management
New Jersey
$28K -$11.3K -1,158 -30%
MA
787
MCF Advisors
Kentucky
$27K +$17.6K +1,806 +189%
SFSIG
788
San Francisco Sentry Investment Group
California
$25K +$29 +3 +0.1%
TWA
789
TCI Wealth Advisors
Arizona
$24K +$58 +6 +0.3%
DAM
790
Delta Asset Management
Tennessee
$22K
BRWM
791
B. Riley Wealth Management
Tennessee
$21K +$58 +6 +0.3%
GI
792
Gradient Investments
Minnesota
$20K -$11.8K -1,215 -39%
FWM
793
Focused Wealth Management
New York
$20K -$7.36K -756 -28%
LWM
794
LBA Wealth Management
Florida
$18K
PFSC
795
Peoples Financial Services Corp
Pennsylvania
$18K
LWM
796
Lenox Wealth Management
Ohio
$17K
CA
797
CapWealth Advisors
Tennessee
$17K +$88 +9 +0.6%
PMFA
798
Plante Moran Financial Advisors
Michigan
$17K +$7.36K +756 +82%
PVH
799
Psagot Value Holdings
Israel
$16K
CAL
800
Capital Advisors Ltd
Ohio
$15K

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.