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CSX Corp
CSX

981 hedge funds and large institutions have $30.1B invested in CSX Corp in 2017 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 228 increasing their positions, 446 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $766M | Put options by funds: $429M

67% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 102

28% more funds holding in top 10

Funds holding in top 10: 18 → 23 (+5)

25% more capital invested

Capital invested by funds: $24B → $30.1B (+$6.12B)

6% more funds holding

Funds holding: 926 → 981 (+55)

4.18% less ownership

Funds ownership: 213.79% → 209.62% (-4.2%)

49% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 446

Holders
981
Holders Change
+55
Holders Change %
+5.94%
% of All Funds
24.42%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.57%
New
170
Increased
228
Reduced
446
Closed
102
Calls
$766M
Puts
$429M
Net Calls
+$337M
Net Calls Change
+$382M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.28B
2
LPC
Lone Pine Capital
Connecticut
+$657M
3
Citadel Advisors
Citadel Advisors
Florida
+$262M
4
BC
Brahman Capital
New York
+$253M
5
Capital World Investors
Capital World Investors
California
+$229M

Top Sellers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
-$1.13B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$821M
3
Lazard Asset Management
Lazard Asset Management
New York
-$591M
4
AAMU
Amundi Asset Management US
Massachusetts
-$198M
5
CCM
Causeway Capital Management
California
-$185M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIMC
1001
NWQ Investment Management Company
California
– -$5.89M -491,970 Closed
CAM
1002
Cubic Asset Management
Massachusetts
– -$5.42M -452,385 Closed
SIP
1003
Stoneridge Investment Partners
Pennsylvania
– -$5.07M -423,273 Closed
MG
1004
Markel Group
Virginia
– -$5.03M -420,000 Closed
MCM
1005
Moore Capital Management
New York
– -$4.96M -414,000 Closed
OA
1006
Oxbow Advisors
Texas
– -$4.95M -413,178 Closed
Capstone Investment Advisors
1007
Capstone Investment Advisors
New York
– -$4.83M -403,458 Closed
YP
1008
YG Partners
New York
– -$4.77M -398,517 Closed
LCC
1009
Lincoln Capital Corp
Rhode Island
– -$4.6M -384,246 Closed
RJA
1010
Robshaw & Julian Associates
New York
– -$4.25M -355,080 Closed
TIA
1011
Tandem Investment Advisors
South Carolina
– -$4.01M -334,881 Closed
BCMNY
1012
Buckingham Capital Management (New York)
New York
– -$3.86M -322,185 Closed
MIS
1013
Morningstar Investment Services
Illinois
– -$3.51M -292,893 Closed
JWBC
1014
J.W. Burns & Co
New York
– -$3.05M -254,808 Closed
DCM
1015
Dupont Capital Management
Delaware
– -$2.96M -247,185 Closed
TBA
1016
Train Babcock Advisors
New York
– -$2.82M -235,212 Closed
Point72 Asset Management
1017
Point72 Asset Management
Connecticut
– -$2.77M -231,300 Closed
MHP
1018
Manatuck Hill Partners
Connecticut
– -$2.68M -223,500 Closed
TG
1019
TCW Group
California
– -$2.48M -207,300 Closed
CI
1020
Cambiar Investors
Colorado
– -$2.35M -196,155 Closed
ACM
1021
Americafirst Capital Management
California
– -$2.14M -178,434 Closed
CIA
1022
Cascade Investment Advisors
Oregon
– -$1.85M -154,335 Closed
MG
1023
Meritage Group
California
– -$1.64M -136,866 Closed
QIM
1024
Quantitative Investment Management
Virginia
– -$1.58M -132,300 Closed
TIA
1025
Trust Investment Advisors
Indiana
– -$1.56M -130,440 Closed
39 40
41
42 43

CSX Hedge Fund Activity: Q1 2017 in Review

981 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2017, worth a combined $30.1B — up 25% from $24B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new CSX positions and 102 closed out — a net gain of 68 holders — while 228 added to existing stakes and 446 trimmed.

The largest buyer was BlackRock, adding an estimated $2.28B. The largest seller was Nomura Holdings, cutting an estimated $1.13B.

  • 981 institutional investors held CSX Corp (CSX) as of Q1 2017, up from 926 in Q4 2016.
  • Funds reported $30.1B of CSX Corp stock for Q1 2017, up 25% quarter-over-quarter.
  • 170 funds opened new CSX Corp positions in Q1 2017 and 102 closed out, a net change of +68 holders.
  • The largest CSX Corp buyer in Q1 2017 was BlackRock, an estimated $2.28B added.
  • The largest CSX Corp seller in Q1 2017 was Nomura Holdings, an estimated $1.13B sold.

Based on aggregated 13F filings for Q1 2017.