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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
PCG
926
Private Capital Group
Connecticut
$200K +$4.45K +216 +2%
AOWM
927
Alpha Omega Wealth Management
Virginia
$198K +$30.9K +1,500 +19%
PFA
928
Pathway Financial Advisors
Vermont
$195K
BCA
929
Bray Capital Advisors
Florida
$191K
TSW
930
Thompson Siegel & Walmsley
Virginia
$189K
HT
931
Heritage Trust
Oklahoma
$185K
B
932
Bridgeworth
Alabama
$184K +$179K +8,682 New
FPFS
933
First Personal Financial Services
North Carolina
$183K -$32.4K -1,572 -15%
AssetMark Inc
934
AssetMark Inc
California
$181K -$6.49K -315 -4%
CPIG
935
Chicago Partners Investment Group
Illinois
$179K +$6.18K +300 +4%
C
936
Cerebellum
California
$174K -$34.4K -1,668 -17%
KJWM
937
Kiley Juergens Wealth Management
Washington
$173K +$168K +8,181 New
TFS
938
TrustCore Financial Services
Tennessee
$165K +$18.8K +915 +13%
CFC
939
Coyle Financial Counsel
Illinois
$163K +$158K +7,665 New
OSNBOA
940
Old Second National Bank of Aurora
Illinois
$158K
SIAS
941
Shine Investment Advisory Services
Colorado
$158K
BWA
942
BDO Wealth Advisors
Florida
$154K
GLI
943
Guardian Life Insurance
New York
$154K +$22.4K +1,086 +18%
SNT
944
Security National Trust
West Virginia
$153K
ED
945
Exane Derivatives
France
$152K -$306K -14,877 -68%
MA
946
MCF Advisors
Kentucky
$151K -$30.6K -1,485 -17%
SLF
947
Sun Life Financial
Ontario, Canada
$151K +$133K +6,441 +950%
CAW
948
Cornerstone Advisors (Washington)
Washington
$147K +$3.21K +156 +2%
RE
949
RBC Europe
United Kingdom
$147K
LF
950
Lee Financial
Texas
$146K +$247 +12 +0.2%

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.