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CSX Corp

1,099 hedge funds and large institutions have $41.5B invested in CSX Corp in 2018 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 313 increasing their positions, 418 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 52

48% more funds holding in top 10

Funds holding in top 10: 2131 (+10)

11% more capital invested

Capital invested by funds: $37.4B → $41.5B (+$4.09B)

6% more funds holding

Funds holding: 1,0391,099 (+60)

1% more call options, than puts

Call options by funds: $707M | Put options by funds: $701M

4.26% less ownership

Funds ownership: 227.64%223.38% (-4.3%)

25% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 418

Holders
1,099
Holders Change
+60
Holders Change %
+5.77%
% of All Funds
25.16%
Holding in Top 10
31
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+47.62%
% of All Funds
0.71%
New
122
Increased
313
Reduced
418
Closed
52
Calls
$707M
Puts
$701M
Net Calls
+$5.5M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
851
First Hawaiian Bank
Hawaii
$262K +$254K +12,333 New
S
852
SignatureFD
Georgia
$261K +$78.9K +3,831 +45%
AT
853
Arden Trust
Delaware
$260K -$240K -11,643 -49%
KCM
854
Kanawha Capital Management
Virginia
$259K -$8.28K -402 -3%
LNC
855
Lincoln National Corp
Pennsylvania
$256K -$45.6K -2,214 -16%
CCM
856
Compton Capital Management
Rhode Island
$255K
WA
857
Wheatland Advisors
Pennsylvania
$255K
SCM
858
Sterneck Capital Management
Missouri
$255K +$247K +12,000 New
DWM
859
Darwin Wealth Management
Florida
$254K +$13K +630 +6%
FAIM
860
Financial Advocates Investment Management
Washington
$253K -$17K -825 -7%
IB
861
Intrust Bank
Kansas
$253K +$245K +11,889 New
FHC
862
First Heartland Consultants
Missouri
$252K -$36.8K -1,788 -13%
KWM
863
Kingsview Wealth Management
Oregon
$252K -$21.3K -1,035 -8%
TNB
864
Thomasville National Bank
Georgia
$252K -$11.5K -558 -4%
DCM
865
Dynamic Capital Management
Jersey
$251K +$243K +11,790 New
ARMT
866
Amica Retiree Medical Trust
Rhode Island
$250K
BIA
867
Barry Investment Advisors
Massachusetts
$249K +$803 +39 +0.3%
BO
868
Bank OZK
Arkansas
$247K
WAM
869
Wealthspire Advisors (Maryland)
Maryland
$246K +$247 +12 +0.1%
CAAS
870
Capital Asset Advisory Services
Michigan
$245K
WAAG
871
Wealth Alliance Advisory Group
Kansas
$245K
VCM
872
Vigilant Capital Management
Maine
$244K +$55.6K +2,700 +31%
SCM
873
SOL Capital Management
Maryland
$242K -$5.5K -267 -2%
ECM
874
EII Capital Management
New York
$242K +$23.6K +1,146 +11%
LOAMS
875
Lombard Odier Asset Management (Switzerland)
Switzerland
$240K +$232K +11,286 New

CSX Hedge Fund Activity: Q2 2018 in Review

1,099 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2018, worth a combined $41.5B — up 11% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new CSX positions and 52 closed out — a net gain of 70 holders — while 313 added to existing stakes and 418 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $427M. The largest seller was Capital Research Global Investors, cutting an estimated $960M.

  • 1,099 institutional investors held CSX Corp (CSX) as of Q2 2018, up from 1,039 in Q1 2018.
  • Funds reported $41.5B of CSX Corp stock for Q2 2018, up 11% quarter-over-quarter.
  • 122 funds opened new CSX Corp positions in Q2 2018 and 52 closed out, a net change of +70 holders.
  • The largest CSX Corp buyer in Q2 2018 was Egerton Capital (UK), an estimated $427M added.
  • The largest CSX Corp seller in Q2 2018 was Capital Research Global Investors, an estimated $960M sold.

Based on aggregated 13F filings for Q2 2018.