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CSX Corp

829 hedge funds and large institutions have $18.1B invested in CSX Corp in 2015 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 307 increasing their positions, 301 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $384M | Put options by funds: $212M

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

2% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 301

0.2% less ownership

Funds ownership: 206.9%206.7% (-0.2%)

5% less funds holding

Funds holding: 870829 (-41)

18% less capital invested

Capital invested by funds: $22.1B → $18.1B (-$3.98B)

40% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 88

Holders
829
Holders Change
-41
Holders Change %
-4.71%
% of All Funds
23.14%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.56%
New
53
Increased
307
Reduced
301
Closed
88
Calls
$384M
Puts
$212M
Net Calls
+$172M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
801
Tradewinds Capital Management
Washington
$11K +$59 +6 +0.5%
Carson Wealth (CWM LLC)
802
Carson Wealth (CWM LLC)
Nebraska
$11K +$11.8K +1,200 New
AII
803
AGF Investments Inc
Ontario, Canada
$10K
ARMC
804
American Research & Management Company
Massachusetts
$8K
FNBSF
805
First National Bank Sioux Falls
South Dakota
$8K
JIC
806
Joel Isaacson & Co
New York
$8K
GAM
807
Gemmer Asset Management
California
$8K +$2.94K +300 +51%
ACS
808
Archford Capital Strategies
Illinois
$8K +$4.12K +420 +100%
AC
809
Alexandria Capital
Virginia
$7K
MFBTD
810
MB Financial Bank - Trust Department
Illinois
$7K
PIM
811
Parasol Investment Management
Illinois
$7K
RA
812
Rational Advisors
New York
$7K
FMT
813
First Mercantile Trust
Tennessee
$6K
NC
814
NewSquare Capital
Pennsylvania
$6K
PFBT
815
Parkside Financial Bank & Trust
Missouri
$6K +$7.48K +762 New
FNYS
816
First New York Securities
New York
$5.38K
CAW
817
Cornerstone Advisors (Washington)
Washington
$5K -$3.5K -357 -39%
AF
818
Arrow Financial
New York
$5K
FMII
819
Farmers & Merchants Investments Inc
Nebraska
$5K
VIA
820
Vident Investment Advisory
Georgia
$3K -$23.6K -2,406 -89%
TFO
821
Tarbox Family Office
California
$3K -$736 -75 -18%
GXMC
822
Global X Management Company
New York
$3K
IFA
823
Interactive Financial Advisors
Illinois
$3K
FMA
824
FNY Managed Accounts
New York
$2.69K +$2.94K +300 New
N
825
Nuveen
North Carolina
$2.53K -$76.8K -7,827 -3%

CSX Hedge Fund Activity: Q3 2015 in Review

829 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2015, worth a combined $18.1B — down 18% from $22.1B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CSX and 53 opened new positions — a net loss of 35 holders — while 301 trimmed existing stakes and 307 added.

The largest buyer was Lazard Asset Management, adding an estimated $145M. The largest seller was Goldman Sachs, cutting an estimated $299M.

  • 829 institutional investors held CSX Corp (CSX) as of Q3 2015, down from 870 in Q2 2015.
  • Funds reported $18.1B of CSX Corp stock for Q3 2015, down 18% quarter-over-quarter.
  • 53 funds opened new CSX Corp positions in Q3 2015 and 88 closed out, a net change of -35 holders.
  • The largest CSX Corp buyer in Q3 2015 was Lazard Asset Management, an estimated $145M added.
  • The largest CSX Corp seller in Q3 2015 was Goldman Sachs, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2015.