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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
LWCFA
1001
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K
SJIM
1002
St. Johns Investment Management
Florida
$17K +$5.61K +300 +50%
SIA
1003
Sit Investment Associates
Minnesota
$16K -$3.36K -180 -17%
QAM
1004
QCI Asset Management
New York
$15K -$18.5K -990 -55%
WB
1005
Webster Bank
Connecticut
$15K
OFW
1006
Omnia Family Wealth
Florida
$15K +$56 +3 +0.4%
LWA
1007
Lenox Wealth Advisors
New York
$15K +$11.3K +606 +316%
TFO
1008
Tarbox Family Office
California
$14K
KCPG
1009
Kavar Capital Partners Group
Kansas
$14K +$14K +750 New
PWAG
1010
Polaris Wealth Advisory Group
California
$12K +$11.9K +639 New
HWM
1011
Holloway Wealth Management
Florida
$11K
PO
1012
Private Ocean
California
$11K +$11.4K +609 New
VEA
1013
Virtus ETF Advisers
New York
$11K +$11.5K +615 New
AF
1014
Arrow Financial
New York
$10K
DVM
1015
Dreman Value Management
Florida
$10K
NC
1016
NewSquare Capital
Pennsylvania
$9K
RCG
1017
Ruggie Capital Group
Florida
$9K
AC
1018
Avestar Capital
New York
$9K +$1.29K +69 +12%
WTC
1019
WhitTier Trust Company
Nevada
$8K -$33.8K -1,809 -80%
FWM
1020
Focused Wealth Management
New York
$8K
RA
1021
Rational Advisors
New York
$8K +$7.96K +426 New
AAP
1022
Arax Advisory Partners
Colorado
$7K +$2.07K +111 +38%
AWM
1023
AllSquare Wealth Management
New York
$6K
MIFH
1024
Migdal Insurance & Financial Holdings
Israel
$5K -$2.41M -128,742 -100%
AF
1025
Allworth Financial
California
$5K

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.