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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.52B -$363M -40,490,355 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.36B +$11.3M +1,256,142 +0.9%
State Street
3
State Street
Massachusetts
$1.29B +$56.5M +6,302,127 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$957M +$28.9M +3,220,038 +3%
BIT
5
BlackRock Institutional Trust
California
$777M -$15.8M -1,766,730 -2%
Bank of America
6
Bank of America
North Carolina
$683M +$134M +14,977,884 +27%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$677M +$98.2M +10,960,707 +18%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$570M +$41M +4,577,730 +8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$468M -$83.4M -9,312,582 -16%
Northern Trust
10
Northern Trust
Illinois
$384M -$1.01M -112,992 -0.3%
U
11
UBS
Switzerland
$337M +$14.8M +1,652,148 +5%
Norges Bank
12
Norges Bank
Norway
$301M -$37.5M -4,180,335 -12%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$289M +$5.24M +585,141 +2%
BFA
14
BlackRock Fund Advisors
California
$288M +$15.6M +1,744,602 +6%
Invesco
15
Invesco
Georgia
$269M -$17.3M -1,925,793 -6%
OTPPB
16
Ontario Teachers' Pension Plan Board
Ontario, Canada
$232M -$2.48M -276,822 -1%
GTP
17
Global Thematic Partners
New York
$230M -$24.5M -2,730,648 -10%
O
18
OppenheimerFunds
New York
$218M +$32.9M +3,676,062 +19%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$208M +$7.23M +807,249 +4%
Ameriprise
20
Ameriprise
Minnesota
$199M -$9.38M -1,046,574 -5%
BG
21
BlackRock Group
United Kingdom
$193M -$7.66M -854,706 -4%
Morgan Stanley
22
Morgan Stanley
New York
$185M -$6.61M -737,871 -4%
Lazard Asset Management
23
Lazard Asset Management
New York
$160M +$4.77M +532,428 +3%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$149M +$5.08M +567,381 +4%
SI
25
Sentry Investments
Ontario, Canada
$141M +$7.32M +816,600 +6%

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.