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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
ACM
1101
AKRE Capital Management
Virginia
-$266K -14,697 Closed
Verition Fund Management
1102
Verition Fund Management
Connecticut
-$247K -13,680 Closed
KP
1103
Keel Point
Alabama
-$246K -13,608 Closed
DDPIC
1104
Deroy & Devereaux Private Investment Counsel
Michigan
-$225K -12,450 Closed
BRF
1105
B. Riley Financial
California
-$219K -12,117 Closed
BOTW
1106
Bank of the West
California
-$207K -11,457 Closed
RT
1107
Rockland Trust
Massachusetts
-$206K -11,400 Closed
MWM
1108
Modera Wealth Management
New Jersey
-$205K -11,358 Closed
MUS
1109
Mitsubishi UFJ Securities
Japan
-$197K -10,890 Closed
NAMA
1110
Nikko Asset Management Americas
New York
-$130K -7,200 Closed
NIC
1111
Northwest Investment Counselors
Oregon
-$98K -5,400 Closed
FA
1112
Financial Advantage
Maryland
-$75K -4,170 Closed
GBBWRPM
1113
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$57K -3,186 Closed
KF
1114
Krilogy Financial
Missouri
-$34K -1,884 Closed
MCIA
1115
Mountain Capital Investment Advisors
Colorado
-$29K -1,626 Closed
LCM
1116
Liberty Capital Management
Michigan
-$13K -735 Closed
PHK
1117
Point72 Hong Kong
Hong Kong
-$12K -675 Closed
AC
1118
Alexandria Capital
Virginia
-$12K -654 Closed
HCA
1119
Horan Capital Advisors
Ohio
-$11K -600 Closed
LA
1120
Legacy Advisors
Pennsylvania
-$6K -372 Closed
CS
1121
Credential Securities
-$5.7K -315 Closed
CIM
1122
Contravisory Investment Management
Massachusetts
-$1K -33 Closed
AWM
1123
Aevitas Wealth Management
Massachusetts
+$478 +27 New

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.