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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
PA
1076
Perennial Advisors
New York
$7K +$7.11K +345 New
WB
1077
Webster Bank
Connecticut
$6K -$10.8K -525 -64%
AWM
1078
AllSquare Wealth Management
New York
$6K
AF
1079
Allworth Financial
California
$6K
NC
1080
NewSquare Capital
Pennsylvania
$5K -$4.7K -228 -50%
HWM
1081
Holloway Wealth Management
Florida
$5K
PHK
1082
Point72 Hong Kong
Hong Kong
$4K -$218K -10,587 -98%
CCM
1083
Cribstone Capital Management
Maine
$4K
FBT
1084
First Bank & Trust
South Dakota
$4K
WCM
1085
Wealthcare Capital Management
Virginia
$4K
HCM
1086
Hilton Capital Management
New York
$4K +$3.71K +180 New
WCAMG
1087
Woodard & Company Asset Management Group
North Carolina
$3.19K +$3.09K +150 New
GWS
1088
Glassman Wealth Services
Virginia
$3K +$432 +21 +21%
CIA
1089
CSat Investment Advisory
Michigan
$3K +$2.72K +132 New
CWA
1090
Clarus Wealth Advisors
Arizona
$3K +$3.09K +150 New
AA
1091
Altman Advisors
Illinois
$2.82K +$140K +6,816 +50%
YWP
1092
YorkBridge Wealth Partners
New York
$2K +$2.1K +102 New
AWM
1093
Aevitas Wealth Management
Massachusetts
$1K
GWA
1094
Guidant Wealth Advisors
Illinois
$1K
EIP
1095
Epoch Investment Partners
New York
$992
NA
1096
NewEdge Advisors
Louisiana
$208 +$199K +9,687 New
CLM
1097
ClearBridge LLC (Maryland)
Maryland
$181 +$68.7K +3,336 +65%
FRA
1098
Front Row Advisors
California
$171 -$556 -27 -0.4%
EMG
1099
ETF Managers Group
New Jersey
$71 +$112K +5,427 New
Ninety One (UK)
1100
Ninety One (UK)
United Kingdom
-$47.9M -2,581,221 Closed

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.