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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
Connor, Clark & Lunn Investment Management (CC&L)
176
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.6M +$11.7M +567,600 +803%
Man Group
177
Man Group
United Kingdom
$13.5M +$2.81M +136,587 +27%
LPL Financial
178
LPL Financial
California
$13.5M +$2.44M +118,383 +23%
M&T Bank
179
M&T Bank
New York
$13.1M -$44.2K -2,145 -0.3%
SAM
180
Shell Asset Management
Netherlands
$13M -$5.14M -249,594 -29%
LCM
181
Laurion Capital Management
New York
$12.6M +$8.56M +415,578 +235%
IC
182
InterOcean Capital
Illinois
$12.3M +$1.4M +68,016 +13%
Bank of Nova Scotia
183
Bank of Nova Scotia
Ontario, Canada
$12M +$4.39M +213,357 +61%
HighTower Advisors
184
HighTower Advisors
Illinois
$11.9M -$46.1K -2,238 -0.4%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$11.9M -$1.11M -53,913 -9%
TTWM
186
TCV Trust & Wealth Management
Virginia
$11.4M +$797K +38,715 +8%
PPCM
187
Pillar Pacific Capital Management
California
$11M -$233K -11,322 -2%
Stifel Financial
188
Stifel Financial
Missouri
$10.9M -$178K -8,622 -2%
ERSOT
189
Employees Retirement System of Texas
Texas
$10.9M +$3.09M +150,000 +41%
XK
190
Xact Kapitalforvaltning
Sweden
$10.8M +$261K +12,657 +3%
CIS
191
Connors Investor Services
Pennsylvania
$10.8M +$58.4K +2,835 +0.6%
Axa
192
Axa
France
$10.7M -$1.91M -92,964 -16%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$10.7M +$379K +18,390 +4%
BBHC
194
Brown Brothers Harriman & Co
New York
$10.7M -$18.2K -882 -0.2%
MI
195
Markston International
New York
$10.3M -$1.8M -87,267 -17%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$10.3M -$88.5K -4,296 -0.9%
MSL
197
Mackay Shields LLC
New York
$10.2M -$821K -39,852 -8%
FQ
198
First Quadrant
California
$10.2M
DCM
199
Decatur Capital Management
Georgia
$10.2M +$9.91M +481,200 New
Creative Planning
200
Creative Planning
Kansas
$10.2M +$572K +27,789 +6%

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.