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CSX Corp

752 hedge funds and large institutions have $17.8B invested in CSX Corp in 2013 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 304 increasing their positions, 247 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

35% more call options, than puts

Call options by funds: $138M | Put options by funds: $102M

23% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 247

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

11% more capital invested

Capital invested by funds: $16.1B → $17.8B (+$1.74B)

4% more funds holding

Funds holding: 722752 (+30)

0.13% more ownership

Funds ownership: 197.51%197.65% (+0.13%)

Holders
752
Holders Change
+30
Holders Change %
+4.16%
% of All Funds
24.38%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
75
Increased
304
Reduced
247
Closed
39
Calls
$138M
Puts
$102M
Net Calls
+$35.4M
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.61B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21B +$27M +3,216,132 +2%
State Street
3
State Street
Massachusetts
$1.1B +$18M +2,144,259 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$828M -$11.4M -1,362,351 -1%
BIT
5
BlackRock Institutional Trust
California
$710M -$18.6M -2,220,027 -3%
SAC
6
Smith Affiliated Capital
New York
$579M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$512M +$7.57M +901,461 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$498M +$230K +27,351 +0%
Bank of America
9
Bank of America
North Carolina
$482M +$289M +34,446,228 +158%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$471M +$143M +17,057,922 +45%
Northern Trust
11
Northern Trust
Illinois
$345M -$16.2M -1,932,957 -5%
Norges Bank
12
Norges Bank
Norway
$305M -$9.15M -1,089,666 -3%
U
13
UBS
Switzerland
$287M +$33.9M +4,042,485 +14%
Invesco
14
Invesco
Georgia
$257M +$42M +5,004,882 +20%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$254M +$1.11M +132,678 +0.5%
BFA
16
BlackRock Fund Advisors
California
$243M +$4.15M +495,027 +2%
GTP
17
Global Thematic Partners
New York
$229M +$20.8M +2,475,405 +10%
OTPPB
18
Ontario Teachers' Pension Plan Board
Ontario, Canada
$210M -$31.5M -3,751,023 -13%
Ameriprise
19
Ameriprise
Minnesota
$187M -$59.8M -7,127,688 -25%
BG
20
BlackRock Group
United Kingdom
$180M +$9.91M +1,180,719 +6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$180M +$5.12M +609,642 +3%
Morgan Stanley
22
Morgan Stanley
New York
$172M -$38.6M -4,598,298 -19%
O
23
OppenheimerFunds
New York
$163M -$18.3M -2,177,457 -10%
TCIM
24
TIAA CREF Investment Management
New York
$158M -$935K -111,441 -0.6%
Lazard Asset Management
25
Lazard Asset Management
New York
$139M +$8.72M +1,038,900 +7%

CSX Hedge Fund Activity: Q3 2013 in Review

752 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2013, worth a combined $17.8B — up 11% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new CSX positions and 39 closed out — a net gain of 36 holders — while 304 added to existing stakes and 247 trimmed.

The largest buyer was Bank of America, adding an estimated $289M. The largest seller was T. Rowe Price Associates, cutting an estimated $223M.

  • 752 institutional investors held CSX Corp (CSX) as of Q3 2013, up from 722 in Q2 2013.
  • Funds reported $17.8B of CSX Corp stock for Q3 2013, up 11% quarter-over-quarter.
  • 75 funds opened new CSX Corp positions in Q3 2013 and 39 closed out, a net change of +36 holders.
  • The largest CSX Corp buyer in Q3 2013 was Bank of America, an estimated $289M added.
  • The largest CSX Corp seller in Q3 2013 was T. Rowe Price Associates, an estimated $223M sold.

Based on aggregated 13F filings for Q3 2013.