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CSX Corp

1,047 hedge funds and large institutions have $37B invested in CSX Corp in 2017 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 288 increasing their positions, 393 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 75

17.29% more ownership

Funds ownership: 208.62%225.9% (+17%)

8% more funds holding

Funds holding: 9711,047 (+76)

7% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.56B)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

27% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 393

48% less call options, than puts

Call options by funds: $646M | Put options by funds: $1.24B

Holders
1,047
Holders Change
+76
Holders Change %
+7.83%
% of All Funds
23.75%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
160
Increased
288
Reduced
393
Closed
75
Calls
$646M
Puts
$1.24B
Net Calls
-$598M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Change in
Stake
PW
1026
Price Wealth
Texas
$8K +$8.39K +474 New
AC
1027
Avestar Capital
New York
$8K +$10.5K +594 New
BCI
1028
Brinker Capital Investments
Pennsylvania
$7K
AWM
1029
AllSquare Wealth Management
New York
$6K
HWM
1030
Holloway Wealth Management
Florida
$6K
HI
1031
Hudock Inc
Pennsylvania
$6K +$53 +3 +0.9%
AF
1032
Allworth Financial
California
$5K -$5.31K -300 -52%
AAP
1033
Arax Advisory Partners
Colorado
$5K +$266 +15 +5%
AIS
1034
Accurate Investment Solutions
Pennsylvania
$4K
WCM
1035
Wealthcare Capital Management
Virginia
$4K
LWA
1036
Lenox Wealth Advisors
New York
$4K +$3.4K +192 New
FBT
1037
First Bank & Trust
South Dakota
$4K +$3.67K +207 New
SIS
1038
Sound Income Strategies
Florida
$4K +$3.83K +216 New
BWM
1039
Baystate Wealth Management
Massachusetts
$3K
CB
1040
CNB Bank
Pennsylvania
$3K +$2.39K +135 New
MGIA
1041
Moneta Group Investment Advisors
Missouri
$3K +$2.66K +150 New
EWM
1042
Edge Wealth Management
New York
$1K
GWS
1043
Glassman Wealth Services
Virginia
$1K +$319 +18 +50%
AWM
1044
Avior Wealth Management
Nebraska
$1K +$531 +30 New
Walleye Trading
1045
Walleye Trading
New York
$693 -$4.47M -252,270 -87%
PCG
1046
Private Capital Group
Connecticut
$157 +$152K +8,556 New
BC
1047
Brahman Capital
New York
-$265M -14,630,100 Closed
SC
1048
Sculptor Capital
New York
-$208M -11,490,576 Closed
BRC
1049
Blue Ridge Capital
New York
-$198M -10,966,620 Closed
PC
1050
PointState Capital
New York
-$190M -10,509,102 Closed

CSX Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2017, worth a combined $37B — up 7.4% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new CSX positions and 75 closed out — a net gain of 85 holders — while 288 added to existing stakes and 393 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $605M. The largest seller was Capital Research Global Investors, cutting an estimated $358M.

  • 1,047 institutional investors held CSX Corp (CSX) as of Q4 2017, up from 971 in Q3 2017.
  • Funds reported $37B of CSX Corp stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 160 funds opened new CSX Corp positions in Q4 2017 and 75 closed out, a net change of +85 holders.
  • The largest CSX Corp buyer in Q4 2017 was Lone Pine Capital, an estimated $605M added.
  • The largest CSX Corp seller in Q4 2017 was Capital Research Global Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2017.