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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
KPCM
951
Kings Point Capital Management
New York
$144K
SFM
952
Signet Financial Management
New Jersey
$142K
MUS
953
Mitsubishi UFJ Securities
Japan
$141K
Capstone Investment Advisors
954
Capstone Investment Advisors
New York
$140K +$136K +6,594 New
HMS
955
Hanseatic Management Services
New Mexico
$139K -$185 -9 -0.1%
KA
956
Kaizen Advisory
Illinois
$138K +$80.3K +3,900 +150%
VNA
957
Valley National Advisers
Pennsylvania
$136K +$21.6K +1,047 +20%
BAM
958
Barrett Asset Management
New York
$135K
FANJ
959
Financial Architects (New Jersey)
New Jersey
$135K +$1.79K +87 +1%
JAM
960
Jolley Asset Management
North Carolina
$128K
SWP
961
Strategic Wealth Partners
Ohio
$128K +$124K +6,000 New
QCG
962
Quadrant Capital Group
Ohio
$126K +$62 +3 +0%
ICM
963
IMS Capital Management
Oregon
$124K +$120K +5,850 New
WAP
964
Wealthcare Advisory Partners
Pennsylvania
$117K +$10.8K +522 +10%
TFA
965
Toth Financial Advisory
Virginia
$115K -$49.4K -2,400 -31%
BBA
966
Braun-Bostich & Associates
Pennsylvania
$113K
AA
967
AlphaMark Advisors
Kentucky
$108K
RFA
968
Reilly Financial Advisors
California
$104K -$24.7K -1,200 -20%
ACS
969
Archford Capital Strategies
Illinois
$104K -$21.6K -1,050 -18%
PFGIA
970
Patriot Financial Group Insurance Agency
Massachusetts
$104K +$62 +3 +0.1%
SCM
971
Silvant Capital Management
Georgia
$103K
OAMG
972
Odey Asset Management Group
United Kingdom
$102K
OIA
973
Optimum Investment Advisors
Illinois
$102K
CFD
974
Creative Financial Designs
Indiana
$100K +$247 +12 +0.3%
TCM
975
Tradewinds Capital Management
Washington
$98K -$6.05K -294 -6%

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.