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CSX Corp

1,039 hedge funds and large institutions have $37.4B invested in CSX Corp in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 280 increasing their positions, 423 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.74% more ownership

Funds ownership: 225.9%227.64% (+1.7%)

1% more capital invested

Capital invested by funds: $37B → $37.4B (+$434M)

0% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,0471,039 (-8)

34% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 423

47% less call options, than puts

Call options by funds: $285M | Put options by funds: $542M

Holders
1,039
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
23.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
110
Increased
280
Reduced
423
Closed
110
Calls
$285M
Puts
$542M
Net Calls
-$257M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1126
Meeder Asset Management
Ohio
-$201K -10,938 Closed
HCA
1127
Heck Capital Advisors
Wisconsin
-$180K -9,831 Closed
KJWM
1128
Kiley Juergens Wealth Management
Washington
-$155K -8,502 Closed
IWP
1129
Icon Wealth Partners
Texas
-$126K -6,861 Closed
AFNAS
1130
American Financial Network Advisory Services
California
-$110K -5,991 Closed
TDC
1131
Thompson Davis & Co
Virginia
-$107K -5,814 Closed
GRQ
1132
Gardner Russo & Quinn
Pennsylvania
-$77K -4,200 Closed
CL
1133
CSS LLC
Illinois
-$66K -3,600 Closed
RPC
1134
Rossmore Private Capital
Connecticut
-$49.5K -2,700 Closed
HR
1135
Howe & Rusling
New York
-$22K -1,200 Closed
SPI
1136
Santori & Peters Inc
Pennsylvania
-$20K -1,200 Closed
AIL
1137
AGF Investments LLC
Ontario, Canada
-$21K -1,128 Closed
NIM
1138
NuWave Investment Management
New Jersey
-$19K -1,035 Closed
BL
1139
Balentine LLC
Georgia
-$19K -1,026 Closed
SQA
1140
Simon Quick Advisors
New Jersey
-$15K -771 Closed
FFC
1141
First Financial Corp
Indiana
-$14K -750 Closed
CMO
1142
Covenant Multifamily Offices
Texas
-$11K -600 Closed
PWM
1143
Paulson Wealth Management
Illinois
-$11K -600 Closed
DOA
1144
D'Orazio & Associates
Virginia
-$8K -456 Closed
HI
1145
Hudock Inc
Pennsylvania
-$6K -342 Closed
AIS
1146
Accurate Investment Solutions
Pennsylvania
-$4K -225 Closed
MGIA
1147
Moneta Group Investment Advisors
Missouri
-$3K -150 Closed
CB
1148
CNB Bank
Pennsylvania
-$3K -135 Closed
GWA
1149
Guidant Wealth Advisors
Illinois
+$897 +48 New

CSX Hedge Fund Activity: Q1 2018 in Review

1,039 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2018, worth a combined $37.4B — up 1.2% from $37B a quarter earlier.

Fund positioning in CSX was balanced in Q1 2018: 110 funds opened new positions, 110 closed out, 280 added to existing stakes and 423 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $377M.

  • 1,039 institutional investors held CSX Corp (CSX) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $37.4B of CSX Corp stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 110 funds opened new CSX Corp positions in Q1 2018 and 110 closed out, a net change of 0 holders.
  • The largest CSX Corp buyer in Q1 2018 was Lazard Asset Management, an estimated $325M added.
  • The largest CSX Corp seller in Q1 2018 was Fidelity Investments, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.