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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
TC
976
Trust Company
Kansas
$36K
KLWA
977
Kelly Lawrence W & Associates
California
$36K +$34.5K +1,950 New
AF
978
Advisornet Financial
Minnesota
$35K +$33.6K +1,899 New
RAM
979
Riggs Asset Management
Pennsylvania
$35K +$34.3K +1,935 New
RWA
980
Ropes Wealth Advisors
Massachusetts
$34K
FMB
981
Field & Main Bank
Kentucky
$34K +$33.2K +1,875 New
QAM
982
QCI Asset Management
New York
$33K +$17.3K +975 +116%
RS
983
Robeco Schweiz
Switzerland
$33K +$31.5K +1,779 New
PFGIA
984
Patriot Financial Group Insurance Agency
Massachusetts
$32K
LWM
985
Lenox Wealth Management
Ohio
$31K -$50.9K -2,877 -63%
MOS
986
MGO One Seven
Ohio
$29K +$28.4K +1,602 New
TWA
987
TCI Wealth Advisors
Arizona
$28K
WWM
988
Willingdon Wealth Management
North Carolina
$28K +$26.6K +1,500 New
GEA
989
Glen Eagle Advisors
New Jersey
$27.5K
MWM
990
MinichMacGregor Wealth Management
New York
$27K -$266 -15 -1%
GRP
991
Global Retirement Partners
California
$27K +$15.2K +858 +134%
OIA
992
OneDigital Investment Advisors
Kansas
$26K -$5.95K -336 -19%
DSN
993
D. Scott Neal
Kentucky
$26K
NSIM
994
North Star Investment Management
Illinois
$24K
MWM
995
Mascoma Wealth Management
New Hampshire
$23K -$4.78K -270 -18%
GFP
996
Gryphon Financial Partners
Ohio
$23K +$22.6K +1,278 New
HR
997
Howe & Rusling
New York
$22K -$42K -2,370 -66%
AIL
998
AGF Investments LLC
Ontario, Canada
$21K +$10.3K +582 +107%
SPI
999
Santori & Peters Inc
Pennsylvania
$20K +$21.3K +1,200 New
Carson Wealth (CWM LLC)
1000
Carson Wealth (CWM LLC)
Nebraska
$19K -$5.37K -303 -23%

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.