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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
TC
1026
Trust Company
Kansas
$42K
MFT
1027
Moisand Fitzgerald Tamayo
Florida
$41K -$6.18K -300 -14%
KLWA
1028
Kelly Lawrence W & Associates
California
$41K
RAM
1029
Riggs Asset Management
Pennsylvania
$41K
FMB
1030
Field & Main Bank
Kentucky
$39K
LWM
1031
Lenox Wealth Management
Ohio
$36K
AAP
1032
Arax Advisory Partners
Colorado
$36K +$26.8K +1,302 +321%
KTC
1033
Kistler-Tiffany Companies
Pennsylvania
$34K -$37.1K -1,800 -53%
RWP
1034
RWA Wealth Partners
Massachusetts
$34K +$32.9K +1,596 New
MWM
1035
MinichMacGregor Wealth Management
New York
$33K +$371 +18 +1%
WWM
1036
Willingdon Wealth Management
North Carolina
$32K
GEA
1037
Glen Eagle Advisors
New Jersey
$31.9K
OIA
1038
OneDigital Investment Advisors
Kansas
$30K -$1.67K -81 -5%
TWA
1039
TCI Wealth Advisors
Arizona
$29K -$7.29K -354 -20%
KCPG
1040
Kavar Capital Partners Group
Kansas
$29K +$12.4K +600 +80%
MPWT
1041
MassMutual Private Wealth & Trust
Connecticut
$28.8K -$5.56K -270 -17%
AW
1042
Alpha Windward
Massachusetts
$28K -$44K -2,136 -62%
BCI
1043
Brinker Capital Investments
Pennsylvania
$28K
NSIM
1044
North Star Investment Management
Illinois
$28K
MWM
1045
Mascoma Wealth Management
New Hampshire
$26K
WOC
1046
West Oak Capital
California
$25.5K
MCM
1047
MV Capital Management
Maryland
$25K
GRP
1048
Global Retirement Partners
California
$24K
MYIA
1049
Mount Yale Investment Advisors
Colorado
$24K
PCFFS
1050
Pacific Center for Financial Services
California
$21K

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.