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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
GAM
1051
Gemmer Asset Management
California
$20K
NWM
1052
Northwest Wealth Management
Iowa
$20K
GFP
1053
Gryphon Financial Partners
Ohio
$19K -$6.12K -297 -25%
BWP
1054
Baldwin Wealth Partners
Massachusetts
$19K
CBT
1055
Central Bank & Trust
Kentucky
$19K
LWCFA
1056
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
SJIM
1057
St. Johns Investment Management
Florida
$19K
BCA
1058
Bay Colony Advisors
Massachusetts
$19K +$18.5K +900 New
SIA
1059
Sit Investment Associates
Minnesota
$18K
OFW
1060
Omnia Family Wealth
Florida
$17K +$62 +3 +0.4%
TFO
1061
Tarbox Family Office
California
$16K
PW
1062
Price Wealth
Texas
$15K +$9.51K +462 +195%
Carson Wealth (CWM LLC)
1063
Carson Wealth (CWM LLC)
Nebraska
$14K +$9.76K +474 +272%
FCMT
1064
Founders Capital Management (Texas)
Texas
$13K -$6.18K -300 -33%
LWA
1065
Lenox Wealth Advisors
New York
$13K -$3.95K -192 -24%
PO
1066
Private Ocean
California
$13K
VEA
1067
Virtus ETF Advisers
New York
$13K
FAM
1068
Fred Alger Management
New York
$12K -$14.6K -711 -55%
BWM
1069
Baystate Wealth Management
Massachusetts
$12K +$6.86K +333 +139%
AF
1070
Arrow Financial
New York
$11K
AC
1071
Avestar Capital
New York
$11K +$618 +30 +5%
JFGIW
1072
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$28.1K -1,365 -74%
FWM
1073
Focused Wealth Management
New York
$10K
RCG
1074
Ruggie Capital Group
Florida
$10K
WTC
1075
WhitTier Trust Company
Nevada
$10K

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.