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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
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$5.64M +$1.02M +113,400 +24%
PPCM
202
Pillar Pacific Capital Management
California
$5.6M +$123K +13,770 +2%
ERSOT
203
Employees Retirement System of Texas
Texas
$5.59M +$1.46M +162,900 +39%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.57M -$392K -43,794 -7%
SCM
205
Silver Capital Management
New York
$5.55M
AIM
206
abrdn Investment Management
United Kingdom
$5.51M -$31.7M -3,542,955 -86%
ProShare Advisors
207
ProShare Advisors
Maryland
$5.43M +$2.49M +277,911 +96%
AQR Capital Management
208
AQR Capital Management
Connecticut
$5.43M +$2.86M +318,909 +129%
URS
209
Utah Retirement Systems
Utah
$5.24M
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$5.19M +$359K +40,110 +8%
State of Tennessee, Department of Treasury
211
State of Tennessee, Department of Treasury
Tennessee
$5.04M -$2.53M -282,513 -35%
OC
212
Oppenheimer & Co
New York
$5M +$136K +15,219 +3%
SAM
213
Shell Asset Management
Netherlands
$5M -$2.12M -236,415 -31%
PSUF
214
People's United Financial
Connecticut
$4.99M -$28K -3,126 -0.6%
SFPIA
215
Stevens First Principles Investment Advisors
California
$4.99M +$27.7K +3,090 +0.6%
MIM
216
Merit Investment Management
Delaware
$4.97M -$739K -82,482 -14%
M&T Bank
217
M&T Bank
New York
$4.94M -$18.1K -2,025 -0.4%
SM
218
Stratton Management
Pennsylvania
$4.94M -$244K -27,270 -5%
CAMI
219
Concord Asset Management (Illinois)
Illinois
$4.92M -$19.2K -2,145 -0.4%
JGC
220
J. Goldman & Co
New York
$4.91M +$4.58M +511,500 New
LCM
221
Logan Capital Management
Pennsylvania
$4.87M -$179K -20,025 -4%
MSA
222
Mason Street Advisors
Wisconsin
$4.85M -$650K -72,540 -13%
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$4.83M -$20.2M -2,251,983 -82%
FQ
224
First Quadrant
California
$4.81M
TRSOTSOK
225
Teachers Retirement System of the State of Kentucky
Kentucky
$4.78M -$169K -18,900 -4%

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.