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CSX Corp

1,039 hedge funds and large institutions have $37.4B invested in CSX Corp in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 280 increasing their positions, 423 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.74% more ownership

Funds ownership: 225.9%227.64% (+1.7%)

1% more capital invested

Capital invested by funds: $37B → $37.4B (+$434M)

0% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,0471,039 (-8)

34% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 423

47% less call options, than puts

Call options by funds: $285M | Put options by funds: $542M

Holders
1,039
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
23.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
110
Increased
280
Reduced
423
Closed
110
Calls
$285M
Puts
$542M
Net Calls
-$257M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
776
Guyasuta Investment Advisors
Pennsylvania
$261K +$3.98K +213 +2%
SGK
777
Steigerwald Gordon & Koch
Virginia
$261K +$11.2K +600 +4%
SP
778
Successful Portfolios
Florida
$260K -$6.45K -345 -2%
BFEC
779
Benjamin F. Edwards & Company
Missouri
$260K
HIC
780
Harvey Investment Company
Kentucky
$260K
WA
781
WESPAC Advisors
California
$258K +$56 +3 +0%
CFB
782
Cullen/Frost Bankers
Texas
$257K -$9.64K -516 -4%
TAM
783
Tocqueville Asset Management
New York
$256K -$3.89M -208,020 -94%
SAM
784
Summit Asset Management
Tennessee
$256K
LSAG
785
Lake Street Advisors Group
New Hampshire
$255K +$19.2K +1,026 +8%
HIC
786
Holderness Investments Company
North Carolina
$254K -$26.1K -1,398 -9%
AA
787
Altman Advisors
Illinois
$254K
YIA
788
YHB Investment Advisors
Connecticut
$254K
TIA
789
Tiemann Investment Advisors
California
$253K -$11K -591 -4%
FHC
790
First Heartland Consultants
Missouri
$253K -$5.38K -288 -2%
PL
791
Perpetual Ltd
Australia
$253K
ACP
792
Ashfield Capital Partners
California
$251K
MPIA
793
Mountain Pacific Investment Advisers
Idaho
$251K
CG
794
Caprock Group
Idaho
$250K -$31K -1,659 -11%
IAMOG
795
Investors Asset Management of Georgia
Georgia
$250K -$9.81K -525 -4%
RFM
796
Royal Fund Management
Florida
$250K
ISB
797
Iowa State Bank
Iowa
$249K -$4.21K -225 -2%
CICI
798
Capital Investment Counsel Inc
North Carolina
$247K
CPO
799
Cerity Partners OCIO
New York
$246K +$39.5K +2,112 +19%
EDRIA
800
Edmonds Duncan Registered Investment Advisors
Kansas
$245K

CSX Hedge Fund Activity: Q1 2018 in Review

1,039 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2018, worth a combined $37.4B — up 1.2% from $37B a quarter earlier.

Fund positioning in CSX was balanced in Q1 2018: 110 funds opened new positions, 110 closed out, 280 added to existing stakes and 423 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $377M.

  • 1,039 institutional investors held CSX Corp (CSX) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $37.4B of CSX Corp stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 110 funds opened new CSX Corp positions in Q1 2018 and 110 closed out, a net change of 0 holders.
  • The largest CSX Corp buyer in Q1 2018 was Lazard Asset Management, an estimated $325M added.
  • The largest CSX Corp seller in Q1 2018 was Fidelity Investments, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.