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CSX Corp

813 hedge funds and large institutions have $19.1B invested in CSX Corp in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 298 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $156M | Put options by funds: $114M

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1.04% more ownership

Funds ownership: 195.12%196.16% (+1%)

1% more capital invested

Capital invested by funds: $18.9B → $19.1B (+$113M)

0% more funds holding

Funds holding: 813813 (0)

0% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 298

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
813
Holders Change
Holders Change %
0%
% of All Funds
23.48%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.43%
New
86
Increased
297
Reduced
298
Closed
72
Calls
$156M
Puts
$114M
Net Calls
+$42.6M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.47B -$64.4M -6,943,647 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.39B +$21.4M +2,303,523 +2%
State Street
3
State Street
Massachusetts
$1.23B -$64.6M -6,966,039 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$838M -$121M -13,012,371 -13%
BIT
5
BlackRock Institutional Trust
California
$780M -$2.4M -259,101 -0.3%
Bank of America
6
Bank of America
North Carolina
$676M -$11.5M -1,243,920 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$632M -$47.7M -5,147,712 -7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$580M +$6.07M +654,774 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$435M -$34.4M -3,704,295 -8%
Northern Trust
10
Northern Trust
Illinois
$368M -$17.6M -1,894,641 -5%
U
11
UBS
Switzerland
$350M +$10.8M +1,165,533 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$292M +$769K +82,896 +0.3%
Norges Bank
13
Norges Bank
Norway
$291M -$11M -1,181,034 -4%
BFA
14
BlackRock Fund Advisors
California
$284M -$5.63M -607,161 -2%
Lazard Asset Management
15
Lazard Asset Management
New York
$258M +$92.7M +9,994,413 +60%
Invesco
16
Invesco
Georgia
$252M -$18.2M -1,964,940 -7%
GTP
17
Global Thematic Partners
New York
$229M -$1.97M -212,835 -0.9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$210M +$619K +66,768 +0.3%
Ameriprise
19
Ameriprise
Minnesota
$209M +$8.52M +918,936 +4%
BG
20
BlackRock Group
United Kingdom
$193M -$524K -56,535 -0.3%
OTPPB
21
Ontario Teachers' Pension Plan Board
Ontario, Canada
$170M -$60.4M -6,506,895 -27%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$168M +$17.2M +1,851,630 +12%
Wells Fargo
23
Wells Fargo
California
$160M +$34M +3,660,531 +28%
Morgan Stanley
24
Morgan Stanley
New York
$160M -$26M -2,807,610 -15%
SI
25
Sentry Investments
Ontario, Canada
$151M +$8.62M +929,400 +6%

CSX Hedge Fund Activity: Q1 2014 in Review

813 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2014, worth a combined $19.1B — up 0.59% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CSX positions and 72 closed out — a net gain of 14 holders — while 297 added to existing stakes and 298 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $139M. The largest seller was OppenheimerFunds, cutting an estimated $122M.

  • 813 institutional investors held CSX Corp (CSX) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19.1B of CSX Corp stock for Q1 2014, up 0.59% quarter-over-quarter.
  • 86 funds opened new CSX Corp positions in Q1 2014 and 72 closed out, a net change of +14 holders.
  • The largest CSX Corp buyer in Q1 2014 was Alleghany Corporation, an estimated $139M added.
  • The largest CSX Corp seller in Q1 2014 was OppenheimerFunds, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2014.