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CSX Corp
CSX

1,047 hedge funds and large institutions have $37B invested in CSX Corp in 2017 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 288 increasing their positions, 393 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 75

17.29% more ownership

Funds ownership: 208.62% → 225.9% (+17%)

8% more funds holding

Funds holding: 971 → 1,047 (+76)

7% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.56B)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

27% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 393

48% less call options, than puts

Call options by funds: $646M | Put options by funds: $1.24B

Holders
1,047
Holders Change
+76
Holders Change %
+7.83%
% of All Funds
23.75%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
160
Increased
288
Reduced
393
Closed
75
Calls
$646M
Puts
$1.24B
Net Calls
-$598M
Net Calls Change
-$586M

Top Buyers

Rank Fund Capital Flow
1
LPC
Lone Pine Capital
Connecticut
+$605M
2
SCM
Steadfast Capital Management
New York
+$242M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$226M
4
Goldman Sachs
Goldman Sachs
New York
+$160M
5
SCM
Suvretta Capital Management
New York
+$133M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$358M
2
BC
Brahman Capital
New York
-$265M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$209M
4
SC
Sculptor Capital
New York
-$208M
5
BRC
Blue Ridge Capital
New York
-$198M
Name Holding Trade Value Shares
Change 		Change in
Stake
TL
776
TowerView LLC
New York
$275K +$266K +15,000 New
PP
777
Prudential plc
United Kingdom
$274K -$45.3K -2,559 -15%
ARMT
778
Amica Retiree Medical Trust
Rhode Island
$274K – – –
BKA
779
Brick & Kyle Associates
Pennsylvania
$272K -$2.66K -150 -1%
Cetera Investment Advisers
780
Cetera Investment Advisers
Illinois
$272K -$1.06K -60 -0.4%
AAC
781
Asset Advisors Corp
Georgia
$271K – – –
PFM
782
Parsec Financial Management
North Carolina
$271K +$212 +12 +0.1%
CCM
783
Coldstream Capital Management
Washington
$271K +$4.3K +243 +2%
STA
784
Summit Trail Advisors
New York
$271K +$256K +14,481 New
1SB
785
1ST Source Bank
Indiana
$270K – – –
WF
786
WealthTrust Fairport
Ohio
$270K +$212 +12 +0.1%
BTNA
787
Bremer Trust National Association
Minnesota
$269K -$29.3K -1,653 -10%
AWA
788
ARS Wealth Advisors
Florida
$269K +$53 +3 +0%
CAC
789
Certified Advisory Corp
Florida
$267K +$259K +14,613 New
BHTS
790
Bar Harbor Trust Services
Maine
$264K – – –
FA
791
FC Advisory
Pennsylvania
$264K – – –
KIA
792
KCM Investment Advisors
California
$264K – – –
SCM
793
Stellar Capital Management
Arizona
$264K – – –
TVWM
794
Tower View Wealth Management
Wisconsin
$264K +$255K +14,400 New
RMDI
795
R.M. Davis Inc
Maine
$263K – – –
WSFS
796
Wilmington Savings Fund Society
Delaware
$263K +$2.13K +120 +0.8%
CFB
797
Cullen/Frost Bankers
Texas
$263K +$11.1K +624 +5%
DCM
798
Dupont Capital Management
Delaware
$263K +$40.7K +2,298 +19%
SP
799
Successful Portfolios
Florida
$263K +$254K +14,340 New
Mackenzie Financial
800
Mackenzie Financial
Ontario, Canada
$261K +$252K +14,256 New
30 31
32
33 34

CSX Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2017, worth a combined $37B — up 7.4% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new CSX positions and 75 closed out — a net gain of 85 holders — while 288 added to existing stakes and 393 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $605M. The largest seller was Capital Research Global Investors, cutting an estimated $358M.

  • 1,047 institutional investors held CSX Corp (CSX) as of Q4 2017, up from 971 in Q3 2017.
  • Funds reported $37B of CSX Corp stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 160 funds opened new CSX Corp positions in Q4 2017 and 75 closed out, a net change of +85 holders.
  • The largest CSX Corp buyer in Q4 2017 was Lone Pine Capital, an estimated $605M added.
  • The largest CSX Corp seller in Q4 2017 was Capital Research Global Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2017.