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CSX Corp

871 hedge funds and large institutions have $22.1B invested in CSX Corp in 2015 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 257 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

15% more call options, than puts

Call options by funds: $501M | Put options by funds: $434M

3.88% more ownership

Funds ownership: 203.03%206.9% (+3.9%)

0% more funds holding

Funds holding: 869871 (+2)

1% less capital invested

Capital invested by funds: $22.2B → $22.1B (-$121M)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

32% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 380

Holders
871
Holders Change
+2
Holders Change %
+0.23%
% of All Funds
23.46%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.48%
New
86
Increased
257
Reduced
380
Closed
72
Calls
$501M
Puts
$434M
Net Calls
+$66.7M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.72B +$101M +8,721,000 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.93B +$14.4M +1,245,405 +0.7%
State Street
3
State Street
Massachusetts
$1.26B -$81.8M -7,056,003 -6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$918M -$11.4M -979,488 -1%
BIT
5
BlackRock Institutional Trust
California
$853M -$83.1M -7,173,504 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$670M +$166M +14,358,261 +30%
Goldman Sachs
7
Goldman Sachs
New York
$404M +$323M +27,866,889 +302%
Lazard Asset Management
8
Lazard Asset Management
New York
$391M +$29M +2,498,049 +7%
Northern Trust
9
Northern Trust
Illinois
$391M -$2.35M -202,755 -0.6%
Deutsche Bank
10
Deutsche Bank
Germany
$360M -$169M -14,556,582 -31%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$358M +$11.3K +975 +0%
BFA
12
BlackRock Fund Advisors
California
$351M -$26.5M -2,289,360 -7%
Invesco
13
Invesco
Georgia
$318M -$14.3M -1,235,934 -4%
Capital World Investors
14
Capital World Investors
California
$310M -$86.9M -7,500,000 -21%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$303M -$21.2M -1,830,591 -6%
Bank of America
16
Bank of America
North Carolina
$287M -$42.1M -3,631,950 -12%
Morgan Stanley
17
Morgan Stanley
New York
$286M +$107M +9,223,803 +54%
CIA
18
ClearBridge Investments (Australia)
Australia
$286M -$18.3M -1,576,074 -7%
Citadel Advisors
19
Citadel Advisors
Florida
$265M +$193M +16,644,138 +216%
BG
20
BlackRock Group
United Kingdom
$252M -$19.6M -1,691,715 -7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$246M -$3.09M -266,475 -1%
TCIM
22
TIAA CREF Investment Management
New York
$238M -$42.2M -3,640,302 -14%
CS
23
Credit Suisse
Switzerland
$215M +$159M +13,743,519 +228%
Norges Bank
24
Norges Bank
Norway
$211M +$7.31M +630,948 +3%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$186M +$123M +10,582,950 +162%

CSX Hedge Fund Activity: Q2 2015 in Review

871 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2015, worth a combined $22.1B — down 0.54% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CSX positions and 72 closed out — a net gain of 14 holders — while 257 added to existing stakes and 380 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $323M. The largest seller was Deutsche Bank, cutting an estimated $169M.

  • 871 institutional investors held CSX Corp (CSX) as of Q2 2015, up from 869 in Q1 2015.
  • Funds reported $22.1B of CSX Corp stock for Q2 2015, down 0.54% quarter-over-quarter.
  • 86 funds opened new CSX Corp positions in Q2 2015 and 72 closed out, a net change of +14 holders.
  • The largest CSX Corp buyer in Q2 2015 was Goldman Sachs, an estimated $323M added.
  • The largest CSX Corp seller in Q2 2015 was Deutsche Bank, an estimated $169M sold.

Based on aggregated 13F filings for Q2 2015.