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CSX Corp

820 hedge funds and large institutions have $20.9B invested in CSX Corp in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 277 increasing their positions, 326 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $213M | Put options by funds: $148M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

10% more capital invested

Capital invested by funds: $19.1B → $20.9B (+$1.86B)

6.55% more ownership

Funds ownership: 196.16%202.71% (+6.6%)

1% more funds holding

Funds holding: 813820 (+7)

15% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 326

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
23.57%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
59
Increased
277
Reduced
326
Closed
46
Calls
$213M
Puts
$148M
Net Calls
+$65.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.75B +$111M +11,383,704 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.51B +$24M +2,468,184 +2%
State Street
3
State Street
Massachusetts
$1.34B +$31.6M +3,250,185 +3%
BIT
4
BlackRock Institutional Trust
California
$838M +$8.4M +862,866 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$831M +$203M +20,815,557 +35%
Bank of America
6
Bank of America
North Carolina
$815M +$91.1M +9,358,659 +13%
JP Morgan Chase
7
JP Morgan Chase
New York
$796M -$90.1M -9,249,297 -11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$719M +$44.7M +4,587,681 +7%
Norges Bank
9
Norges Bank
Norway
$479M +$160M +16,443,723 +54%
Lazard Asset Management
10
Lazard Asset Management
New York
$476M +$191M +19,618,296 +73%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$433M -$28M -2,873,073 -6%
Northern Trust
12
Northern Trust
Illinois
$401M +$8.95M +918,741 +2%
BFA
13
BlackRock Fund Advisors
California
$344M +$39.3M +4,039,269 +14%
Capital World Investors
14
Capital World Investors
California
$329M +$312M +32,015,394 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$325M +$13.4M +1,373,649 +5%
Invesco
16
Invesco
Georgia
$280M +$11.2M +1,146,063 +4%
BG
17
BlackRock Group
United Kingdom
$229M +$21.8M +2,243,256 +11%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$224M +$569K +58,434 +0.3%
Ameriprise
19
Ameriprise
Minnesota
$200M -$21.2M -2,176,215 -10%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$183M +$4.27M +438,171 +3%
GTP
21
Global Thematic Partners
New York
$177M -$63.1M -6,483,378 -27%
Wells Fargo
22
Wells Fargo
California
$172M +$2.12M +218,220 +1%
U
23
UBS
Switzerland
$162M -$200M -20,495,694 -57%
SI
24
Sentry Investments
Ontario, Canada
$161M -$292K -30,000 -0.2%
Morgan Stanley
25
Morgan Stanley
New York
$159M -$10.2M -1,042,518 -6%

CSX Hedge Fund Activity: Q2 2014 in Review

820 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2014, worth a combined $20.9B — up 9.8% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CSX positions and 46 closed out — a net gain of 13 holders — while 277 added to existing stakes and 326 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $312M. The largest seller was UBS, cutting an estimated $200M.

  • 820 institutional investors held CSX Corp (CSX) as of Q2 2014, up from 813 in Q1 2014.
  • Funds reported $20.9B of CSX Corp stock for Q2 2014, up 9.8% quarter-over-quarter.
  • 59 funds opened new CSX Corp positions in Q2 2014 and 46 closed out, a net change of +13 holders.
  • The largest CSX Corp buyer in Q2 2014 was Capital World Investors, an estimated $312M added.
  • The largest CSX Corp seller in Q2 2014 was UBS, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2014.