CSX Corp
814 hedge funds and large institutions have $19B invested in CSX Corp in 2013 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 266 increasing their positions, 297 reducing their positions, and 46 closing their positions.
148% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 46
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
9% more capital invested
Capital invested by funds: $17.4B → $19B (+$1.53B)
8% more funds holding
Funds holding: 752 → 814 (+62)
9% more call options, than puts
Call options by funds: $136M | Put options by funds: $125M
4.39% less ownership
Funds ownership: 199.51% → 195.12% (-4.4%)
10% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 297
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$134M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$98.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$56.5M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
+$54.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$363M |
| 2 |
O
OppenheimerFunds
New York
|
-$138M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$93.4M |
| 4 |
Bank of New York Mellon
New York
|
-$83.4M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$69.9M |
CSX Hedge Fund Activity: Q4 2013 in Review
814 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2013, worth a combined $19B — up 8.8% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new CSX positions and 46 closed out — a net gain of 68 holders — while 266 added to existing stakes and 297 trimmed.
The largest buyer was Bank of America, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.
- 814 institutional investors held CSX Corp (CSX) as of Q4 2013, up from 752 in Q3 2013.
- Funds reported $19B of CSX Corp stock for Q4 2013, up 8.8% quarter-over-quarter.
- 114 funds opened new CSX Corp positions in Q4 2013 and 46 closed out, a net change of +68 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.