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CSX Corp

813 hedge funds and large institutions have $18.9B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 46

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

8% more funds holding

Funds holding: 752813 (+61)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.13B)

9% more call options, than puts

Call options by funds: $136M | Put options by funds: $125M

9% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 295

2.52% less ownership

Funds ownership: 197.65%195.12% (-2.5%)

Holders
813
Holders Change
+61
Holders Change %
+8.11%
% of All Funds
23.6%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
113
Increased
267
Reduced
295
Closed
46
Calls
$136M
Puts
$125M
Net Calls
+$11M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
101
Amundi Asset Management US
Massachusetts
$19.5M -$203K -22,689 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
102
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$18.7M -$4.47M -498,900 -20%
EA
103
Euclid Advisors
Connecticut
$18.4M -$1.04M -115,800 -6%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$18.4M -$689K -76,887 -4%
HW
105
Hancock Whitney
Mississippi
$18.3M +$17.1M +1,909,308 New
NFA
106
Nationwide Fund Advisors
Ohio
$17.5M -$1.07M -118,866 -6%
AR
107
Advisory Research
Illinois
$17.5M +$24.9K +2,784 +0.2%
UOC
108
UBS O'Connor
Illinois
$17.5M +$16.3M +1,824,699 New
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$17.5M +$18.4K +2,049 +0.1%
DCM
110
Donaldson Capital Management
Indiana
$16.9M +$1.57M +175,503 +11%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$16.8M -$2.33M -259,953 -13%
BSA
112
Braun Stacey Associates
New York
$16.8M +$185K +20,700 +1%
Nomura Asset Management
113
Nomura Asset Management
Japan
$16.7M -$136K -15,210 -0.9%
BNP Paribas Asset Management
114
BNP Paribas Asset Management
France
$16.3M +$2.68M +299,415 +21%
BI
115
BlueSpruce Investments
Illinois
$15.9M +$14.9M +1,660,938 New
B
116
BP
United Kingdom
$15.8M
EVM
117
Eaton Vance Management
Massachusetts
$15.5M +$10.7M +1,196,304 +286%
Aviva
118
Aviva
United Kingdom
$15.5M -$7.37M -822,981 -34%
AIG
119
American International Group
New York
$15.3M -$563K -62,799 -4%
TG
120
TCW Group
California
$14.4M -$91.2K -10,176 -0.7%
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
$14.2M +$651K +72,600 +5%
BGIM
122
Brandywine Global Investment Management
Pennsylvania
$14.2M +$162K +18,120 +1%
Citadel Advisors
123
Citadel Advisors
Florida
$14M +$11.9M +1,323,639 +966%
PAS
124
Professional Advisory Services
Florida
$14M -$82K -9,150 -0.6%
IAM
125
Impax Asset Management
New Hampshire
$13.6M -$4.32M -481,800 -25%

CSX Hedge Fund Activity: Q4 2013 in Review

813 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $18.9B — up 6.3% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CSX positions and 46 closed out — a net gain of 67 holders — while 267 added to existing stakes and 295 trimmed.

The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.

  • 813 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
  • Funds reported $18.9B of CSX Corp stock for Q4 2013, up 6.3% quarter-over-quarter.
  • 113 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +67 holders.
  • The largest CSX Corp buyer in Q4 2013 was Bank of America, an estimated $134M added.
  • The largest CSX Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $363M sold.

Based on aggregated 13F filings for Q4 2013.