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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
ST
976
Smithfield Trust
Pennsylvania
$97K
JWA
977
JFS Wealth Advisors
Pennsylvania
$96K
PR
978
Payden & Rygel
California
$96K
DBT
979
Dubuque Bank & Trust
Iowa
$94K -$9.88K -480 -10%
1IA
980
1834 Investment Advisors
Wisconsin
$92K
TL
981
TrueWealth LLC
Georgia
$89K
IWP
982
Icon Wealth Partners
Texas
$83K +$80.6K +3,912 New
PGWM
983
Parisi Gray Wealth Management
New Jersey
$78K
SFSIG
984
San Francisco Sentry Investment Group
California
$77K -$6.24K -303 -8%
BWM
985
BerganKDV Wealth Management
Minnesota
$75K +$73K +3,546 New
WIM
986
Westside Investment Management
California
$72.3K
FIB
987
First Interstate Bank
Montana
$72K -$30.9K -1,500 -31%
EFSCE
988
Enterprise Financial Services Corp (EFSC)
Missouri
$72K
LFG
989
LifePlan Financial Group
Ohio
$72K
AIM
990
Arcadia Investment Management
Michigan
$71K
1832 Asset Management
991
1832 Asset Management
Ontario, Canada
$71K +$1.85K +90 +3%
CPA
992
Clear Perspective Advisors
Illinois
$70K
NCM
993
New Capital Management
Texas
$70K
PI
994
PineBridge Investments
New York
$69K -$13.6M -662,304 -100%
FMP
995
Financial Management Professionals
Texas
$69K
CI
996
CX Institutional
Indiana
$69K +$66.7K +3,240 New
GBBWRPM
997
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$68K +$185 +9 +0.3%
HDIM
998
Hanson & Doremus Investment Management
Vermont
$67K -$456K -22,149 -88%
AIM
999
Advantage Investment Management
Iowa
$65K -$6.12K -297 -9%
HCM
1000
Highlander Capital Management
New Jersey
$64K

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.