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CSX Corp

820 hedge funds and large institutions have $20.9B invested in CSX Corp in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 277 increasing their positions, 326 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $213M | Put options by funds: $148M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

10% more capital invested

Capital invested by funds: $19.1B → $20.9B (+$1.86B)

6.55% more ownership

Funds ownership: 196.16%202.71% (+6.6%)

1% more funds holding

Funds holding: 813820 (+7)

15% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 326

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
23.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
59
Increased
277
Reduced
326
Closed
46
Calls
$213M
Puts
$148M
Net Calls
+$65.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
101
LSV Asset Management
Illinois
$22.6M -$17.5K -1,800 -0.1%
JHIU
102
Janus Henderson Investors US
Colorado
$22.3M +$19.9M +2,042,700 +1,580%
BCIM
103
British Columbia Investment Management
British Columbia, Canada
$21.4M -$3.74M -383,700 -16%
HK
104
Horizon Kinetics
New York
$21.2M -$40.9K -4,200 -0.2%
EA
105
Euclid Advisors
Connecticut
$21.2M -$6.48M -666,000 -24%
First Trust Advisors
106
First Trust Advisors
Illinois
$21.2M +$5.84M +599,913 +41%
Jacobs Levy Equity Management
107
Jacobs Levy Equity Management
New Jersey
$21.1M +$166K +17,040 +0.8%
DCM
108
Donaldson Capital Management
Indiana
$19.9M +$860K +88,284 +5%
SAM
109
Scopus Asset Management
New York
$19.7M +$18.7M +1,922,382 New
SO
110
STRS Ohio
Ohio
$19.7M -$1.33M -136,329 -7%
BNP Paribas Asset Management
111
BNP Paribas Asset Management
France
$19.3M +$917K +94,176 +5%
WG
112
Winton Group
United Kingdom
$18.9M +$17.9M +1,835,673 New
Retirement Systems of Alabama
113
Retirement Systems of Alabama
Alabama
$18.5M -$191K -19,572 -1%
BSA
114
Braun Stacey Associates
New York
$17.9M -$262K -26,913 -2%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$17.7M -$1.49M -152,529 -8%
KWILP
116
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.6M +$3.82M +391,941 +30%
EVM
117
Eaton Vance Management
Massachusetts
$17.6M -$708K -72,690 -4%
LM
118
Luminus Management
Texas
$17.5M +$12.8K +1,311 +0.1%
AR
119
Advisory Research
Illinois
$17.4M -$697K -71,628 -4%
BGIM
120
Brandywine Global Investment Management
Pennsylvania
$17.4M +$2.24M +230,100 +16%
BI
121
BlueSpruce Investments
Illinois
$17.1M
Caisse de Depot et Placement du Quebec (CDPQ)
122
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.9M -$847K -87,000 -5%
TGI
123
Tradewinds Global Investors
California
$16.8M -$857K -88,035 -5%
NFA
124
Nationwide Fund Advisors
Ohio
$16.7M -$2.54M -261,264 -14%
AIG
125
American International Group
New York
$16.1M -$281K -28,842 -2%

CSX Hedge Fund Activity: Q2 2014 in Review

820 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2014, worth a combined $20.9B — up 9.8% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CSX positions and 46 closed out — a net gain of 13 holders — while 277 added to existing stakes and 326 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $312M. The largest seller was UBS, cutting an estimated $200M.

  • 820 institutional investors held CSX Corp (CSX) as of Q2 2014, up from 813 in Q1 2014.
  • Funds reported $20.9B of CSX Corp stock for Q2 2014, up 9.8% quarter-over-quarter.
  • 59 funds opened new CSX Corp positions in Q2 2014 and 46 closed out, a net change of +13 holders.
  • The largest CSX Corp buyer in Q2 2014 was Capital World Investors, an estimated $312M added.
  • The largest CSX Corp seller in Q2 2014 was UBS, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2014.