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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
SLT
1126
St Louis Trust
Missouri
-$212K -11,412 Closed
SC
1127
SRB Corp
Massachusetts
-$211K -11,376 Closed
SHWM
1128
Smith & Howard Wealth Management
Georgia
-$211K -11,370 Closed
CAM
1129
Congress Asset Management
Massachusetts
-$206K -11,067 Closed
STA
1130
Summit Trail Advisors
New York
-$206K -10,266 Closed
WCM
1131
Whitener Capital Management
North Carolina
-$147K -7,950 Closed
BCM
1132
Basswood Capital Management
New York
-$143K -7,725 Closed
PWM
1133
Perigon Wealth Management
California
-$143K -7,707 Closed
AIS
1134
AlphaOne Investment Services
Pennsylvania
-$141K -7,608 Closed
TL
1135
TowerView LLC
New York
-$139K -7,500 Closed
ACM
1136
Armbruster Capital Management
New York
-$130K -7,020 Closed
HFP
1137
Holistic Financial Partners
Indiana
-$119K -6,435 Closed
ACA
1138
Atlas Capital Advisors
Wyoming
-$105K -5,670 Closed
M
1139
MOTCO
Texas
-$69K -3,705 Closed
CIP
1140
Convergence Investment Partners
Florida
-$69K -3,693 Closed
MCWS
1141
McKinley Carter Wealth Services
West Virginia
-$56K -3,000 Closed
WDL
1142
Well Done LLC
Michigan
-$38K -2,043 Closed
RS
1143
Robeco Schweiz
Switzerland
-$33K -1,779 Closed
DSN
1144
D. Scott Neal
Kentucky
-$27K -1,428 Closed
FCAG
1145
First Capital Advisors Group
New Jersey
-$20K -1,080 Closed
QAM
1146
QCI Asset Management
New York
-$15K -825 Closed
PWAG
1147
Polaris Wealth Advisory Group
California
-$12K -639 Closed
RWA
1148
Ropes Wealth Advisors
Massachusetts
-$3K -165 Closed
EWM
1149
Edge Wealth Management
New York
-$2K -99 Closed
AWM
1150
Avior Wealth Management
Nebraska
-$1K -30 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.