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CSX Corp

820 hedge funds and large institutions have $17B invested in CSX Corp in 2016 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 310 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $293M | Put options by funds: $132M

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1% more capital invested

Capital invested by funds: $16.8B → $17B (+$232M)

0% less funds holding

Funds holding: 821820 (-1)

8% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 310

4.2% less ownership

Funds ownership: 206.53%202.33% (-4.2%)

Holders
820
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
21.88%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
65
Increased
286
Reduced
310
Closed
56
Calls
$293M
Puts
$132M
Net Calls
+$161M
Net Calls Change
+$47.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
776
Plante Moran Financial Advisors
Michigan
$20K +$78 +9 +0.4%
PCM
777
Prelude Capital Management
New York
$20K +$20K +2,295 New
KF
778
Krilogy Financial
Missouri
$19K
AIM
779
Arcadia Investment Management
Michigan
$18K
SFG
780
SevenBridge Financial Group
Pennsylvania
$18K +$18.3K +2,100 New
EWM
781
Endurance Wealth Management
Rhode Island
$17K
CA
782
CapWealth Advisors
Tennessee
$17K +$52 +6 +0.3%
LWM
783
LBA Wealth Management
Florida
$16K
VNA
784
Valley National Advisers
Pennsylvania
$16K
TCM
785
Tradewinds Capital Management
Washington
$16K +$52 +6 +0.3%
ST
786
Smithfield Trust
Pennsylvania
$15K
FFC
787
First Financial Corp
Indiana
$13K -$191K -21,975 -94%
QAM
788
QCI Asset Management
New York
$13K -$26.1K -3,000 -68%
WRM
789
Westport Resources Management
Connecticut
$13K -$6.53K -750 -33%
MWM
790
MinichMacGregor Wealth Management
New York
$13K -$340 -39 -2%
PFO
791
Pathstone Family Office
New Jersey
$13K +$13.1K +1,500 New
FWM
792
Focused Wealth Management
New York
$12K +$52 +6 +0.4%
BIG
793
Bellwether Investment Group
Tennessee
$11K +$10.7K +1,233 New
DBT
794
Dubuque Bank & Trust
Iowa
$10K -$10.4K -1,200 -50%
HRC
795
Hoertkorn Richard Charles
$10K
CGT
796
Capital Guardian Trust
California
$9K
PSC
797
Prentiss Smith & Co
Vermont
$9K
FNBSF
798
First National Bank Sioux Falls
South Dakota
$8K
GBT
799
Grove Bank & Trust
Florida
$8K
JIC
800
Joel Isaacson & Co
New York
$8K

CSX Hedge Fund Activity: Q2 2016 in Review

820 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2016, worth a combined $17B — up 1.4% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CSX positions and 56 closed out — a net gain of 9 holders — while 286 added to existing stakes and 310 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $213M. The largest seller was Balyasny Asset Management, cutting an estimated $204M.

  • 820 institutional investors held CSX Corp (CSX) as of Q2 2016, down from 821 in Q1 2016.
  • Funds reported $17B of CSX Corp stock for Q2 2016, up 1.4% quarter-over-quarter.
  • 65 funds opened new CSX Corp positions in Q2 2016 and 56 closed out, a net change of +9 holders.
  • The largest CSX Corp buyer in Q2 2016 was Janus Henderson Investors US, an estimated $213M added.
  • The largest CSX Corp seller in Q2 2016 was Balyasny Asset Management, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2016.