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CSX Corp

992 hedge funds and large institutions have $35.2B invested in CSX Corp in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 297 increasing their positions, 404 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 75

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

17% more capital invested

Capital invested by funds: $30.1B → $35.2B (+$5.12B)

1% more funds holding

Funds holding: 981992 (+11)

0.59% more ownership

Funds ownership: 209.62%210.21% (+0.59%)

26% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 404

33% less call options, than puts

Call options by funds: $463M | Put options by funds: $690M

Holders
992
Holders Change
+11
Holders Change %
+1.12%
% of All Funds
24.73%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.7%
New
96
Increased
297
Reduced
404
Closed
75
Calls
$463M
Puts
$690M
Net Calls
-$227M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.49B +$1.25B +73,190,493 +42%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.71B +$24.6M +1,438,134 +0.7%
BlackRock
3
BlackRock
New York
$2.9B +$74.5M +4,346,052 +3%
State Street
4
State Street
Massachusetts
$2.1B -$116M -6,746,265 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.51B -$15M -876,438 -1%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$1.33B +$1.25B +72,819,678 +19,926%
Invesco
7
Invesco
Georgia
$765M +$21.1M +1,230,474 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$608M -$544K -31,776 -0.1%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$602M +$12.5M +727,674 +2%
Northern Trust
10
Northern Trust
Illinois
$571M -$18.2M -1,061,988 -3%
LPC
11
Lone Pine Capital
Connecticut
$563M -$209M -12,190,665 -28%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$535M -$30M -1,749,900 -6%
Bank of America
13
Bank of America
North Carolina
$518M +$68.4M +3,995,361 +16%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$494M -$5.76M -336,042 -1%
Norges Bank
15
Norges Bank
Norway
$471M -$39.7M -2,318,448 -8%
AIM
16
abrdn Investment Management
United Kingdom
$352M +$21.2M +1,240,077 +7%
Goldman Sachs
17
Goldman Sachs
New York
$322M +$3.42M +199,617 +1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$318M -$589M -34,400,052 -66%
BC
19
Brahman Capital
New York
$302M +$925K +54,000 +0.3%
Capital World Investors
20
Capital World Investors
California
$300M +$25.7M +1,500,000 +10%
EIG
21
EdgePoint Investment Group
Ontario, Canada
$300M +$51.4M +2,999,745 +22%
EVM
22
Eaton Vance Management
Massachusetts
$280M +$17.1M +999,015 +7%
Legal & General Group
23
Legal & General Group
United Kingdom
$274M -$823K -48,063 -0.3%
BRC
24
Blue Ridge Capital
New York
$252M -$11.1M -647,100 -4%
Primecap Management
25
Primecap Management
California
$252M +$2.34M +136,575 +1%

CSX Hedge Fund Activity: Q2 2017 in Review

992 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2017, worth a combined $35.2B — up 17% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CSX positions and 75 closed out — a net gain of 21 holders — while 297 added to existing stakes and 404 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.25B. The largest seller was Wellington Management Group, cutting an estimated $589M.

  • 992 institutional investors held CSX Corp (CSX) as of Q2 2017, up from 981 in Q1 2017.
  • Funds reported $35.2B of CSX Corp stock for Q2 2017, up 17% quarter-over-quarter.
  • 96 funds opened new CSX Corp positions in Q2 2017 and 75 closed out, a net change of +21 holders.
  • The largest CSX Corp buyer in Q2 2017 was Capital Research Global Investors, an estimated $1.25B added.
  • The largest CSX Corp seller in Q2 2017 was Wellington Management Group, an estimated $589M sold.

Based on aggregated 13F filings for Q2 2017.