CSX Corp
830 hedge funds and large institutions have $20.3B invested in CSX Corp in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 266 increasing their positions, 317 reducing their positions, and 55 closing their positions.
35% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 55
34% more call options, than puts
Call options by funds: $211M | Put options by funds: $157M
18% more capital invested
Capital invested by funds: $17.1B → $20.3B (+$3.12B)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
2.13% more ownership
Funds ownership: 202.22% → 204.34% (+2.1%)
1% more funds holding
Funds holding: 821 → 830 (+9)
16% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 317
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$145M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$81.7M |
| 3 |
Axa
Paris,
France
|
+$56M |
| 4 |
TPCM
Tide Point Capital Management
Old Greenwich,
Connecticut
|
+$41.1M |
| 5 |
State Street
Boston,
Massachusetts
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LM
Luminus Management
Houston,
Texas
|
-$93.6M |
| 2 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$61.9M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$58.8M |
| 4 |
Lazard Asset Management
New York
|
-$53.3M |
| 5 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$49.4M |
CSX Hedge Fund Activity: Q3 2016 in Review
830 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2016, worth a combined $20.3B — up 18% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new CSX positions and 55 closed out — a net gain of 19 holders — while 266 added to existing stakes and 317 trimmed.
The largest buyer was Causeway Capital Management, opening a new position worth an estimated $145M. The largest seller was Luminus Management, exiting entirely with an estimated $93.6M sold.
- 830 institutional investors held CSX Corp (CSX) as of Q3 2016, up from 821 in Q2 2016.
- Funds reported $20.3B of CSX Corp stock for Q3 2016, up 18% quarter-over-quarter.
- 74 funds opened new CSX Corp positions in Q3 2016 and 55 closed out, a net change of +19 holders.
- The largest CSX Corp buyer in Q3 2016 was Causeway Capital Management, an estimated $145M added.
- The largest CSX Corp seller in Q3 2016 was Luminus Management, an estimated $93.6M sold.
Based on aggregated 13F filings for Q3 2016.