We are live on ! Find out more
CSX icon

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
MOS
976
MGO One Seven
Ohio
$29K -$280 -15 -0.9%
WWM
977
Willingdon Wealth Management
North Carolina
$28K
MWM
978
MinichMacGregor Wealth Management
New York
$28K +$280 +15 +1%
OIA
979
OneDigital Investment Advisors
Kansas
$28K +$1.79K +96 +7%
GEA
980
Glen Eagle Advisors
New Jersey
$27.9K
DSN
981
D. Scott Neal
Kentucky
$27K
ML
982
McAdam LLC
Pennsylvania
$26K +$26.6K +1,422 New
NSIM
983
North Star Investment Management
Illinois
$25K
FAM
984
Fred Alger Management
New York
$24K -$14.4K -771 -37%
BCI
985
Brinker Capital Investments
Pennsylvania
$24K +$16.8K +900 +222%
OPWM
986
Oak Point Wealth Management
Michigan
$24K +$24.4K +1,308 New
MWM
987
Mascoma Wealth Management
New Hampshire
$23K
JA
988
JOYN Advisors
Georgia
$23K +$22.8K +1,218 New
WOC
989
West Oak Capital
California
$22.3K +$22.4K +1,200 New
MCM
990
MV Capital Management
Maryland
$22K -$26.9K -1,440 -55%
GFP
991
Gryphon Financial Partners
Ohio
$22K -$1.51K -81 -6%
GRP
992
Global Retirement Partners
California
$21K -$7.18K -384 -26%
MYIA
993
Mount Yale Investment Advisors
Colorado
$21K +$21.3K +1,140 New
FCAG
994
First Capital Advisors Group
New Jersey
$20K +$20.2K +1,080 New
PCFFS
995
Pacific Center for Financial Services
California
$18K
NWM
996
Northwest Wealth Management
Iowa
$18K +$18K +963 New
BWP
997
Baldwin Wealth Partners
Massachusetts
$17K
CBT
998
Central Bank & Trust
Kentucky
$17K
FCMT
999
Founders Capital Management (Texas)
Texas
$17K
GAM
1000
Gemmer Asset Management
California
$17K

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.