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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
LF
901
Lee Financial
Texas
$126K +$212 +12 +0.2%
IWP
902
Icon Wealth Partners
Texas
$126K +$121K +6,861 New
PSC
903
Prentiss Smith & Co
Vermont
$119K +$95.6K +5,400 +496%
BWA
904
BDO Wealth Advisors
Florida
$117K -$26.6K -1,500 -19%
FCB
905
First Command Bank
Texas
$117K +$63.8K +3,600 +130%
FCFS
906
First Command Financial Services
Texas
$117K +$63.8K +3,600 +130%
BAM
907
Barrett Asset Management
New York
$116K
JAM
908
Jolley Asset Management
North Carolina
$110K
AFNAS
909
American Financial Network Advisory Services
California
$110K +$106K +5,991 New
Acadian Asset Management
910
Acadian Asset Management
Massachusetts
$109K
HMS
911
Hanseatic Management Services
New Mexico
$108K +$24.6K +1,392 +31%
SLF
912
Sun Life Financial
Ontario, Canada
$107K -$253K -14,310 -71%
TDC
913
Thompson Davis & Co
Virginia
$107K -$26.6K -1,500 -21%
RFA
914
Reilly Financial Advisors
California
$105K -$5.31K -300 -5%
QCG
915
Quadrant Capital Group
Ohio
$105K -$2.34K -132 -2%
CAW
916
Cornerstone Advisors (Washington)
Washington
$105K -$106 -6 -0.1%
HFP
917
Holistic Financial Partners
Indiana
$103K +$99.9K +5,640 New
FIB
918
First Interstate Bank
Montana
$101K -$239K -13,500 -71%
1IA
919
1834 Investment Advisors
Wisconsin
$101K +$97.8K +5,520 New
ST
920
Smithfield Trust
Pennsylvania
$99K +$52.9K +2,985 +124%
VNA
921
Valley National Advisers
Pennsylvania
$98K
BBA
922
Braun-Bostich & Associates
Pennsylvania
$97K +$93.8K +5,298 New
TFS
923
TrustCore Financial Services
Tennessee
$96K +$93K +5,250 New
CLM
924
ClearBridge LLC (Maryland)
Maryland
$95K
AA
925
AlphaMark Advisors
Kentucky
$94K

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.