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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
SBL
901
Sargent Bickham Lagudis
Colorado
$221K
NAM
902
NTV Asset Management
West Virginia
$218K +$211K +10,251 New
GGHC
903
Gilder Gagnon Howe & Co
New York
$217K -$120K -5,829 -36%
HI
904
HBK Investments
Texas
$217K +$210K +10,200 New
WBC
905
West Branch Capital
Massachusetts
$217K +$210K +10,209 New
CAG
906
Csenge Advisory Group
Florida
$216K -$33.2K -1,614 -14%
ZIC
907
ZWJ Investment Counsel
Georgia
$214K +$208K +10,080 New
PAG
908
Pinnacle Advisory Group
Maryland
$212K -$130K -6,318 -39%
CB
909
Community Bank
New York
$212K
HWA
910
HCR Wealth Advisors
California
$212K +$201K +9,780 New
Fuller & Thaler Asset Management
911
Fuller & Thaler Asset Management
California
$210K
MC
912
Middleton & Co
Massachusetts
$210K +$203K +9,879 New
CTA
913
Chesley Taft & Associates
Illinois
$210K +$204K +9,900 New
HPIA
914
Hamilton Point Investment Advisors
North Carolina
$210K +$204K +9,900 New
LCM
915
Lucas Capital Management
New Jersey
$210K +$204K +9,900 New
VI
916
Versor Investments
New York
$210K +$204K +9,900 New
CBN
917
Cadence Bank NA
Texas
$209K +$202K +9,831 New
Cerity Partners
918
Cerity Partners
New York
$208K +$202K +9,792 New
CFG
919
Citizens Financial Group
Rhode Island
$205K
ANTB
920
AMG National Trust Bank
Colorado
$205K +$199K +9,657 New
VFP
921
Verus Financial Partners
Virginia
$204K -$48.2K -2,340 -20%
PFSC
922
Peoples Financial Services Corp
Pennsylvania
$204K
MIS
923
Morningstar Investment Services
Illinois
$204K +$198K +9,603 New
1WA
924
180 Wealth Advisors
Washington
$202K +$195K +9,486 New
KM
925
Kalos Management
Georgia
$201K +$169K +8,211 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.