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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
MSE
1001
MUFG Securities EMEA
United Kingdom
$63K +$60.5K +2,940 New
AF
1002
Advisornet Financial
Minnesota
$62K +$21.4K +1,038 +55%
CHP
1003
Cable Hill Partners
Oregon
$61K
IUHSA
1004
Itau Unibanco Holding S.A.
Brazil
$59K -$196K -9,507 -77%
FC
1005
Ferris Capital
Massachusetts
$56K -$62 -3 -0.1%
RA
1006
Rational Advisors
New York
$56K +$45.4K +2,205 +518%
MFW
1007
Mosaic Family Wealth
Missouri
$55K +$4.26K +207 +9%
JCM
1008
Jacobi Capital Management
Pennsylvania
$54K +$124 +6 +0.2%
PS
1009
Portfolio Strategies
New York
$53K
EWM
1010
Endurance Wealth Management
Rhode Island
$52K
HIIFS
1011
Harel Insurance Investments & Financial Services
Israel
$51K
SWA
1012
Sutton Wealth Advisors
Florida
$50.6K
PCP
1013
Proficio Capital Partners
Massachusetts
$50K
SWMG
1014
Signature Wealth Management Group
Georgia
$50K
WPA
1015
West Paces Advisors
Georgia
$49.8K +$1.67K +81 +4%
PMFA
1016
Plante Moran Financial Advisors
Michigan
$49K -$14.6K -708 -24%
JA
1017
JOYN Advisors
Georgia
$49K +$22.5K +1,092 +90%
ME
1018
McIlrath & Eck
Washington
$48K
WPW
1019
Winthrop Partners - WNY
New York
$45.9K
PSC
1020
Prentiss Smith & Co
Vermont
$45K -$103K -4,995 -70%
CIM
1021
Centersquare Investment Management
Pennsylvania
$45K -$14.2K -690 -25%
BGIM
1022
Brandywine Global Investment Management
Pennsylvania
$45K
SFG
1023
SevenBridge Financial Group
Pennsylvania
$45K
VCM
1024
Versant Capital Management
Arizona
$45K
ML
1025
McAdam LLC
Pennsylvania
$45K +$14.2K +690 +49%

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.