CSX Corp
813 hedge funds and large institutions have $19.1B invested in CSX Corp in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 298 reducing their positions, and 72 closing their positions.
37% more call options, than puts
Call options by funds: $156M | Put options by funds: $114M
19% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 72
1.04% more ownership
Funds ownership: 195.12% → 196.16% (+1%)
1% more capital invested
Capital invested by funds: $18.9B → $19.1B (+$113M)
0% more funds holding
Funds holding: 813 → 813 (0)
0% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 298
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Alleghany Corporation
New York
|
+$139M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$113M |
| 3 |
Lazard Asset Management
New York
|
+$92.7M |
| 4 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$65.6M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$59.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$122M |
| 2 |
JP Morgan Chase
New York
|
-$121M |
| 3 |
State Street
Boston,
Massachusetts
|
-$64.6M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$64.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$61.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IC
876
IKOS CIF
Limassol,
Cyprus
| – | -$34K | -3,651 | Closed |
|
|
HF
877
Hoxton Financial
Shepherdstown,
West Virginia
| – | -$35K | -3,600 | Closed |
|
|
ASN
878
Advisory Services Network
Atlanta,
Georgia
| – | -$25K | -2,625 | Closed |
|
879
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$17K | -1,800 | Closed |
|
|
EWM
880
Elite Wealth Management
Kirkland,
Washington
| – | -$12K | -1,200 | Closed |
|
|
AP
881
Advisors Preferred
Rockville,
Maryland
| – | -$10K | -1,089 | Closed |
|
|
MFBTD
882
MB Financial Bank - Trust Department
Rosemont,
Illinois
| – | -$9K | -900 | Closed |
|
|
WA
883
WealthTrust-Arizona
Scottsdale,
Arizona
| – | -$7K | -735 | Closed |
|
|
S
884
SignatureFD
Atlanta,
Georgia
| – | -$5K | -543 | Closed |
|
|
EU
885
Emory University
Atlanta,
Georgia
| – | -$1K | -150 | Closed |
|
CSX Hedge Fund Activity: Q1 2014 in Review
813 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2014, worth a combined $19.1B — up 0.59% from $18.9B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new CSX positions and 72 closed out — a net gain of 14 holders — while 297 added to existing stakes and 298 trimmed.
The largest buyer was Alleghany Corporation, opening a new position worth an estimated $139M. The largest seller was OppenheimerFunds, cutting an estimated $122M.
- 813 institutional investors held CSX Corp (CSX) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $19.1B of CSX Corp stock for Q1 2014, up 0.59% quarter-over-quarter.
- 86 funds opened new CSX Corp positions in Q1 2014 and 72 closed out, a net change of +14 holders.
- The largest CSX Corp buyer in Q1 2014 was Alleghany Corporation, an estimated $139M added.
- The largest CSX Corp seller in Q1 2014 was OppenheimerFunds, an estimated $122M sold.
Based on aggregated 13F filings for Q1 2014.