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CSX Corp

1,039 hedge funds and large institutions have $37.4B invested in CSX Corp in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 280 increasing their positions, 423 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.74% more ownership

Funds ownership: 225.9%227.64% (+1.7%)

1% more capital invested

Capital invested by funds: $37B → $37.4B (+$434M)

0% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,0471,039 (-8)

34% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 423

47% less call options, than puts

Call options by funds: $285M | Put options by funds: $542M

Holders
1,039
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
23.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
110
Increased
280
Reduced
423
Closed
110
Calls
$285M
Puts
$542M
Net Calls
-$257M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
926
Convergence Investment Partners
Florida
$69K +$69K +3,693 New
PGWM
927
Parisi Gray Wealth Management
New Jersey
$67K -$13.4K -717 -17%
AW
928
Alpha Windward
Massachusetts
$64K -$617 -33 -0.9%
KTC
929
Kistler-Tiffany Companies
Pennsylvania
$63K
EFSCE
930
Enterprise Financial Services Corp (EFSC)
Missouri
$63K +$3.98K +213 +7%
LFG
931
LifePlan Financial Group
Ohio
$63K +$63.1K +3,375 New
AIM
932
Advantage Investment Management
Iowa
$62K
AIM
933
Arcadia Investment Management
Michigan
$62K
WIM
934
Westside Investment Management
California
$61.6K
CPA
935
Clear Perspective Advisors
Illinois
$61K
NCM
936
New Capital Management
Texas
$61K
FMP
937
Financial Management Professionals
Texas
$60K
HWP
938
Hefty Wealth Partners
Indiana
$60K
GBBWRPM
939
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$60K +$60K +3,210 New
CAM
940
CenterStar Asset Management
Illinois
$58K
1832 Asset Management
941
1832 Asset Management
Ontario, Canada
$56K -$11.2K -600 -17%
PMFA
942
Plante Moran Financial Advisors
Michigan
$56K +$10.8K +576 +24%
MCWS
943
McKinley Carter Wealth Services
West Virginia
$56K +$56.1K +3,000 New
HCM
944
Highlander Capital Management
New Jersey
$54K +$56.1K +3,000 New
CHP
945
Cable Hill Partners
Oregon
$52K -$2.8K -150 -5%
CIM
946
Centersquare Investment Management
Pennsylvania
$52K +$52.1K +2,790 New
FC
947
Ferris Capital
Massachusetts
$49K +$49.2K +2,634 New
KA
948
Kaizen Advisory
Illinois
$48K
PS
949
Portfolio Strategies
New York
$47K
JCM
950
Jacobi Capital Management
Pennsylvania
$46K +$168 +9 +0.4%

CSX Hedge Fund Activity: Q1 2018 in Review

1,039 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2018, worth a combined $37.4B — up 1.2% from $37B a quarter earlier.

Fund positioning in CSX was balanced in Q1 2018: 110 funds opened new positions, 110 closed out, 280 added to existing stakes and 423 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $377M.

  • 1,039 institutional investors held CSX Corp (CSX) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $37.4B of CSX Corp stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 110 funds opened new CSX Corp positions in Q1 2018 and 110 closed out, a net change of 0 holders.
  • The largest CSX Corp buyer in Q1 2018 was Lazard Asset Management, an estimated $325M added.
  • The largest CSX Corp seller in Q1 2018 was Fidelity Investments, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.