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CSX Corp

1,182 hedge funds and large institutions have $39B invested in CSX Corp in 2018 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 363 increasing their positions, 424 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 131

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

2% more funds holding

Funds holding: 1,1621,182 (+20)

0.93% less ownership

Funds ownership: 224.6%223.67% (-0.93%)

14% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 424

18% less capital invested

Capital invested by funds: $47.6B → $39B (-$8.6B)

38% less call options, than puts

Call options by funds: $379M | Put options by funds: $612M

Holders
1,182
Holders Change
+20
Holders Change %
+1.72%
% of All Funds
26.34%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.74%
New
161
Increased
363
Reduced
424
Closed
131
Calls
$379M
Puts
$612M
Net Calls
-$233M
Net Calls Change
-$255M
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1201
Waratah Capital Advisors
Ontario, Canada
-$3.58M -144,840 Closed
Verition Fund Management
1202
Verition Fund Management
Connecticut
-$3.24M -131,157 Closed
EGM
1203
Engineers Gate Manager
New York
-$3.16M -128,133 Closed
CGM
1204
Centenus Global Management
New York
-$2.74M -111,000 Closed
LMGAM
1205
Liberty Mutual Group Asset Management
Massachusetts
-$2.59M -104,970 Closed
IFWM
1206
Institute for Wealth Management
Colorado
-$2.5M -101,310 Closed
PCMC
1207
Paragon Capital Management (Colorado)
Colorado
-$2.3M -93,003 Closed
KJHP
1208
K.J. Harrison & Partners
Ontario, Canada
-$2.22M -90,000 Closed
Wealth Enhancement Advisory Services
1209
Wealth Enhancement Advisory Services
Minnesota
-$1.88M -85,518 Closed
CM
1210
Caption Management
Oklahoma
-$1.85M -75,000 Closed
NIMI
1211
Natixis Investment Managers International
France
-$1.8M -73,119 Closed
MSE
1212
MUFG Securities EMEA
United Kingdom
-$1.64M -66,354 Closed
CCIA
1213
Campbell & Co Investment Adviser
Maryland
-$1.41M -56,916 Closed
HF
1214
HRT Financial
New York
-$1.31M -53,139 Closed
BIM
1215
Beach Investment Management
Pennsylvania
-$1.23M -49,740 Closed
KL
1216
KGH Ltd
Bahamas
-$848K -34,335 Closed
Impax Asset Management Group
1217
Impax Asset Management Group
United Kingdom
-$825K -33,435 Closed
SM
1218
Sciencast Management
New Jersey
-$716K -32,088 Closed
Walleye Trading
1219
Walleye Trading
New York
-$679K -29,511 Closed
SSWM
1220
Sheets Smith Wealth Management
North Carolina
-$723K -29,295 Closed
BB
1221
Busey Bank
Illinois
-$722K -29,253 Closed
MIFH
1222
Migdal Insurance & Financial Holdings
Israel
-$718K -29,094 Closed
AWM
1223
AE Wealth Management
Kansas
-$587K -23,772 Closed
MAM
1224
Martingale Asset Management
Massachusetts
-$520K -21,045 Closed
SACTSONJ
1225
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
-$518K -21,000 Closed

CSX Hedge Fund Activity: Q4 2018 in Review

1,182 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2018, worth a combined $39B — down 18% from $47.6B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new CSX positions and 131 closed out — a net gain of 30 holders — while 363 added to existing stakes and 424 trimmed.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $411M. The largest seller was Capital World Investors, cutting an estimated $483M.

  • 1,182 institutional investors held CSX Corp (CSX) as of Q4 2018, up from 1,162 in Q3 2018.
  • Funds reported $39B of CSX Corp stock for Q4 2018, down 18% quarter-over-quarter.
  • 161 funds opened new CSX Corp positions in Q4 2018 and 131 closed out, a net change of +30 holders.
  • The largest CSX Corp buyer in Q4 2018 was CI Investments Inc, an estimated $411M added.
  • The largest CSX Corp seller in Q4 2018 was Capital World Investors, an estimated $483M sold.

Based on aggregated 13F filings for Q4 2018.