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CSX Corp

1,047 hedge funds and large institutions have $37B invested in CSX Corp in 2017 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 288 increasing their positions, 393 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 75

17.29% more ownership

Funds ownership: 208.62%225.9% (+17%)

8% more funds holding

Funds holding: 9711,047 (+76)

7% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.56B)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

27% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 393

48% less call options, than puts

Call options by funds: $646M | Put options by funds: $1.24B

Holders
1,047
Holders Change
+76
Holders Change %
+7.83%
% of All Funds
23.75%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.45%
New
160
Increased
288
Reduced
393
Closed
75
Calls
$646M
Puts
$1.24B
Net Calls
-$598M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$5B -$358M -20,219,301 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.73B -$40.5M -2,286,951 -1%
BlackRock
3
BlackRock
New York
$2.81B -$95.2M -5,374,002 -3%
MRL
4
Mantle Ridge LP
New York
$2.35B +$2.27B +128,295,621 New
State Street
5
State Street
Massachusetts
$2.02B +$7.5M +423,390 +0.4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.65B +$226M +12,775,305 +17%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$1.33B -$209M -11,774,580 -14%
Invesco
8
Invesco
Georgia
$836M +$77.4M +4,368,561 +11%
LPC
9
Lone Pine Capital
Connecticut
$626M +$605M +34,150,146 New
Neuberger Berman Group
10
Neuberger Berman Group
New York
$587M +$7.28M +411,111 +1%
Northern Trust
11
Northern Trust
Illinois
$575M -$21.2M -1,197,285 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$538M +$3.21M +181,359 +0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$509M +$972K +54,897 +0.2%
Goldman Sachs
14
Goldman Sachs
New York
$499M +$160M +9,008,193 +49%
Bank of America
15
Bank of America
North Carolina
$481M -$119M -6,714,618 -20%
EIG
16
EdgePoint Investment Group
Ontario, Canada
$444M +$51.7M +2,921,946 +14%
Norges Bank
17
Norges Bank
Norway
$440M +$7.5M +423,627 +2%
Capital International Investors
18
Capital International Investors
California
$358M +$128M +7,210,500 +59%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$316M +$67.9M +3,833,388 +29%
Morgan Stanley
20
Morgan Stanley
New York
$296M +$116M +6,559,494 +68%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$283M +$94.1M +5,315,697 +53%
EVM
22
Eaton Vance Management
Massachusetts
$281M -$31.9M -1,800,768 -11%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$270M -$58.8M -3,319,776 -18%
Legal & General Group
24
Legal & General Group
United Kingdom
$265M -$13.5M -764,445 -5%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$252M -$138M -7,813,548 -36%

CSX Hedge Fund Activity: Q4 2017 in Review

1,047 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2017, worth a combined $37B — up 7.4% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new CSX positions and 75 closed out — a net gain of 85 holders — while 288 added to existing stakes and 393 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $605M. The largest seller was Capital Research Global Investors, cutting an estimated $358M.

  • 1,047 institutional investors held CSX Corp (CSX) as of Q4 2017, up from 971 in Q3 2017.
  • Funds reported $37B of CSX Corp stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 160 funds opened new CSX Corp positions in Q4 2017 and 75 closed out, a net change of +85 holders.
  • The largest CSX Corp buyer in Q4 2017 was Lone Pine Capital, an estimated $605M added.
  • The largest CSX Corp seller in Q4 2017 was Capital Research Global Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2017.