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CSX Corp

1,039 hedge funds and large institutions have $37.4B invested in CSX Corp in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 280 increasing their positions, 423 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

1.74% more ownership

Funds ownership: 225.9%227.64% (+1.7%)

1% more capital invested

Capital invested by funds: $37B → $37.4B (+$434M)

0% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,0471,039 (-8)

34% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 423

47% less call options, than puts

Call options by funds: $285M | Put options by funds: $542M

Holders
1,039
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
23.81%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
110
Increased
280
Reduced
423
Closed
110
Calls
$285M
Puts
$542M
Net Calls
-$257M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.97B -$96.1M -5,140,476 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.71B -$66.2M -3,541,140 -2%
BlackRock
3
BlackRock
New York
$2.84B -$4.9M -262,446 -0.2%
MRL
4
Mantle Ridge LP
New York
$2.38B
State Street
5
State Street
Massachusetts
$1.92B -$131M -7,016,679 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.3B -$377M -20,148,258 -22%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$1.01B -$340M -18,219,219 -25%
Invesco
8
Invesco
Georgia
$857M +$10.9M +582,801 +1%
LPC
9
Lone Pine Capital
Connecticut
$745M +$111M +5,960,775 +17%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$638M +$43.9M +2,351,115 +7%
EVM
11
Eaton Vance Management
Massachusetts
$590M +$307M +16,452,174 +107%
EIG
12
EdgePoint Investment Group
Ontario, Canada
$587M +$139M +7,439,343 +31%
Northern Trust
13
Northern Trust
Illinois
$562M -$20.7M -1,105,614 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$531M -$13.2M -706,626 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$525M +$10.6M +566,922 +2%
Goldman Sachs
16
Goldman Sachs
New York
$516M +$10.5M +562,146 +2%
Bank of America
17
Bank of America
North Carolina
$434M -$52.6M -2,814,024 -11%
Norges Bank
18
Norges Bank
Norway
$416M -$29.6M -1,583,712 -7%
Capital International Investors
19
Capital International Investors
California
$404M +$41.5M +2,220,000 +11%
Lazard Asset Management
20
Lazard Asset Management
New York
$358M +$325M +17,398,971 +938%
CGI
21
CI Global Investments
California
$351M +$254M +13,574,469 +254%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$346M +$73M +3,905,715 +27%
Morgan Stanley
23
Morgan Stanley
New York
$311M +$11.2M +599,766 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$307M +$126M +6,738,441 +69%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$290M +$3.78M +202,077 +1%

CSX Hedge Fund Activity: Q1 2018 in Review

1,039 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2018, worth a combined $37.4B — up 1.2% from $37B a quarter earlier.

Fund positioning in CSX was balanced in Q1 2018: 110 funds opened new positions, 110 closed out, 280 added to existing stakes and 423 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $377M.

  • 1,039 institutional investors held CSX Corp (CSX) as of Q1 2018, down from 1,047 in Q4 2017.
  • Funds reported $37.4B of CSX Corp stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 110 funds opened new CSX Corp positions in Q1 2018 and 110 closed out, a net change of 0 holders.
  • The largest CSX Corp buyer in Q1 2018 was Lazard Asset Management, an estimated $325M added.
  • The largest CSX Corp seller in Q1 2018 was Fidelity Investments, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.