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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
RWA
826
RGT Wealth Advisors
Texas
$218K
SCM
827
SOL Capital Management
Maryland
$217K +$4.99K +267 +2%
BO
828
Bank OZK
Arkansas
$216K -$1.68K -90 -0.8%
BIA
829
Barry Investment Advisors
Massachusetts
$216K +$785 +42 +0.4%
WAM
830
Wealthspire Advisors (Maryland)
Maryland
$215K -$35.7K -1,911 -14%
CAAS
831
Capital Asset Advisory Services
Michigan
$214K
WAAG
832
Wealth Alliance Advisory Group
Kansas
$214K +$215K +11,520 New
SLT
833
St Louis Trust
Missouri
$212K
SHWM
834
Smith & Howard Wealth Management
Georgia
$211K
SC
835
SRB Corp
Massachusetts
$211K +$213K +11,376 New
DWM
836
Darwin Wealth Management
Florida
$209K +$673 +36 +0.3%
EWM
837
Empirical Wealth Management
Washington
$207K
STA
838
Summit Trail Advisors
New York
$206K -$78.8K -4,215 -29%
AWA
839
Arete Wealth Advisors
Illinois
$206K -$28K -1,500 -12%
SGAM
840
Steinberg Global Asset Management
Florida
$206K -$21K -1,125 -9%
CAM
841
Congress Asset Management
Massachusetts
$206K +$207K +11,067 New
CTB
842
Country Trust Bank
Illinois
$204K
GI
843
Gradient Investments
Minnesota
$203K -$6.5K -348 -3%
GIM
844
Greylin Investment Management
Virginia
$203K -$1.4K -75 -0.7%
BFM
845
Boston Financial Management
Massachusetts
$202K -$2.86K -153 -1%
MCM
846
Manchester Capital Management
Vermont
$201K +$9.25K +495 +5%
KA
847
Klingman & Associates
New York
$201K +$202K +10,815 New
FMTCOCP
848
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$201K
PHK
849
Point72 Hong Kong
Hong Kong
$200K +$202K +10,788 New
GG
850
Gofen & Glossberg
Illinois
$200K +$202K +10,794 New

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.