CSX Corp
813 hedge funds and large institutions have $18.9B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 295 reducing their positions, and 46 closing their positions.
146% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 46
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
8% more funds holding
Funds holding: 752 → 813 (+61)
6% more capital invested
Capital invested by funds: $17.8B → $18.9B (+$1.13B)
9% more call options, than puts
Call options by funds: $136M | Put options by funds: $125M
9% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 295
2.52% less ownership
Funds ownership: 197.65% → 195.12% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$134M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$98.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$56.5M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
+$54.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$363M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$93.4M |
| 3 |
Bank of New York Mellon
New York
|
-$83.4M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$69.9M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$38.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
851
Virtu Financial
New York
| – | -$205K | -23,889 | Closed |
|
|
STC
852
SEI Trust Company
Oaks,
Pennsylvania
| – | -$193K | -22,506 | Closed |
|
|
JEW
853
Jamison Eaton & Wood
Bedminster,
New Jersey
| – | -$39K | -4,500 | Closed |
|
|
MBT
854
Monroe Bank & Trust
Monroe,
Michigan
| – | -$13K | -1,500 | Closed |
|
|
CFSG
855
Community Financial Services Group
Newport,
Vermont
| – | -$10K | -1,125 | Closed |
|
856
Victory Capital Management
San Antonio,
Texas
| – | -$8K | -1,029 | Closed |
|
|
TWI
857
Thomas White International
Chicago,
Illinois
| – | -$8K | -990 | Closed |
|
|
NC
858
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$8K | -915 | Closed |
|
|
HCM
859
Horrell Capital Management
Little Rock,
Arkansas
| – | -$8K | -900 | Closed |
|
|
CWM
860
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| – | +$2.15K | +240 | New |
|
CSX Hedge Fund Activity: Q4 2013 in Review
813 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $18.9B — up 6.3% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new CSX positions and 46 closed out — a net gain of 67 holders — while 267 added to existing stakes and 295 trimmed.
The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.
- 813 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
- Funds reported $18.9B of CSX Corp stock for Q4 2013, up 6.3% quarter-over-quarter.
- 113 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +67 holders.
- The largest CSX Corp buyer in Q4 2013 was Bank of America, an estimated $134M added.
- The largest CSX Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $363M sold.
Based on aggregated 13F filings for Q4 2013.