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CSX Corp

1,047 hedge funds and large institutions have $37B invested in CSX Corp in 2017 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 288 increasing their positions, 393 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 75

17.29% more ownership

Funds ownership: 208.62%225.9% (+17%)

8% more funds holding

Funds holding: 9711,047 (+76)

7% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.56B)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

27% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 393

48% less call options, than puts

Call options by funds: $646M | Put options by funds: $1.24B

Holders
1,047
Holders Change
+76
Holders Change %
+7.83%
% of All Funds
23.75%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
160
Increased
288
Reduced
393
Closed
75
Calls
$646M
Puts
$1.24B
Net Calls
-$598M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
876
First Personal Financial Services
North Carolina
$198K
MCM
877
Manchester Capital Management
Vermont
$189K
HT
878
Heritage Trust
Oklahoma
$187K -$10.5K -591 -5%
PI
879
PineBridge Investments
New York
$186K +$87K +4,911 +94%
HCA
880
Heck Capital Advisors
Wisconsin
$180K +$1.38K +78 +0.8%
CFG
881
Citizens Financial Group
Rhode Island
$177K -$34.1K -1,926 -17%
PFSC
882
Peoples Financial Services Corp
Pennsylvania
$176K
VCM
883
Vigilant Capital Management
Maine
$175K +$27.1K +1,533 +19%
PFA
884
Pathway Financial Advisors
Vermont
$168K +$162K +9,162 New
TSW
885
Thompson Siegel & Walmsley
Virginia
$163K -$659K -37,200 -81%
GLI
886
Guardian Life Insurance
New York
$163K +$46.9K +2,649 +43%
CPIG
887
Chicago Partners Investment Group
Illinois
$160K
MA
888
MCF Advisors
Kentucky
$157K +$319 +18 +0.2%
KJWM
889
Kiley Juergens Wealth Management
Washington
$155K +$151K +8,502 New
AOWM
890
Alpha Omega Wealth Management
Virginia
$154K
WCM
891
Whitener Capital Management
North Carolina
$145K +$141K +7,950 New
TFA
892
Toth Financial Advisory
Virginia
$143K +$138K +7,800 New
PWM
893
Perigon Wealth Management
California
$141K
OSNBOA
894
Old Second National Bank of Aurora
Illinois
$136K -$10.6K -600 -7%
SIAS
895
Shine Investment Advisory Services
Colorado
$136K
FRA
896
Front Row Advisors
California
$135K +$130K +7,362 New
SNT
897
Security National Trust
West Virginia
$132K
SBL
898
Sargent Bickham Lagudis
Colorado
$131K
ACM
899
Armbruster Capital Management
New York
$129K
RE
900
RBC Europe
United Kingdom
$127K

CSX Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2017, worth a combined $37B — up 7.4% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new CSX positions and 75 closed out — a net gain of 85 holders — while 288 added to existing stakes and 393 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $605M. The largest seller was Capital Research Global Investors, cutting an estimated $358M.

  • 1,047 institutional investors held CSX Corp (CSX) as of Q4 2017, up from 971 in Q3 2017.
  • Funds reported $37B of CSX Corp stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 160 funds opened new CSX Corp positions in Q4 2017 and 75 closed out, a net change of +85 holders.
  • The largest CSX Corp buyer in Q4 2017 was Lone Pine Capital, an estimated $605M added.
  • The largest CSX Corp seller in Q4 2017 was Capital Research Global Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2017.