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CSX Corp

1,099 hedge funds and large institutions have $41.5B invested in CSX Corp in 2018 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 313 increasing their positions, 418 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 52

48% more funds holding in top 10

Funds holding in top 10: 2131 (+10)

11% more capital invested

Capital invested by funds: $37.4B → $41.5B (+$4.09B)

6% more funds holding

Funds holding: 1,0391,099 (+60)

1% more call options, than puts

Call options by funds: $707M | Put options by funds: $701M

4.26% less ownership

Funds ownership: 227.64%223.38% (-4.3%)

25% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 418

Holders
1,099
Holders Change
+60
Holders Change %
+5.77%
% of All Funds
25.16%
Holding in Top 10
31
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+47.62%
% of All Funds
0.71%
New
122
Increased
313
Reduced
418
Closed
52
Calls
$707M
Puts
$701M
Net Calls
+$5.5M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.7B -$960M -46,624,368 -17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.24B -$7.27M -352,848 -0.2%
BlackRock
3
BlackRock
New York
$3.2B -$55.7M -2,704,578 -2%
MRL
4
Mantle Ridge LP
New York
$2.73B
State Street
5
State Street
Massachusetts
$2.12B -$78.3M -3,804,501 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.39B -$87.5M -4,246,665 -6%
Invesco
7
Invesco
Georgia
$905M -$73.8M -3,581,973 -8%
LPC
8
Lone Pine Capital
Connecticut
$841M -$11M -534,216 -1%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$753M +$21.2M +1,030,737 +3%
EIG
10
EdgePoint Investment Group
Ontario, Canada
$648M -$23.6M -1,148,124 -4%
Northern Trust
11
Northern Trust
Illinois
$627M -$15.7M -762,612 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$619M +$17.1M +828,087 +3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$604M +$274M +13,319,823 +88%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$601M -$537M -26,068,725 -48%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$593M -$15.2M -737,370 -3%
Bank of America
16
Bank of America
North Carolina
$537M +$38.7M +1,881,588 +8%
Norges Bank
17
Norges Bank
Norway
$482M +$5.71M +277,143 +1%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$471M +$134M +6,513,891 +42%
Goldman Sachs
19
Goldman Sachs
New York
$469M -$118M -5,733,666 -21%
Capital International Investors
20
Capital International Investors
California
$463M +$3.03K +147 +0%
CGI
21
CI Global Investments
California
$448M +$44.8M +2,175,999 +12%
ECU
22
Egerton Capital (UK)
United Kingdom
$441M +$427M +20,729,532 New
Aberdeen Group
23
Aberdeen Group
United Kingdom
$415M +$18.6M +905,121 +5%
Morgan Stanley
24
Morgan Stanley
New York
$404M +$46.8M +2,272,563 +14%
Citadel Advisors
25
Citadel Advisors
Florida
$335M -$15.9M -774,285 -5%

CSX Hedge Fund Activity: Q2 2018 in Review

1,099 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2018, worth a combined $41.5B — up 11% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new CSX positions and 52 closed out — a net gain of 70 holders — while 313 added to existing stakes and 418 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $427M. The largest seller was Capital Research Global Investors, cutting an estimated $960M.

  • 1,099 institutional investors held CSX Corp (CSX) as of Q2 2018, up from 1,039 in Q1 2018.
  • Funds reported $41.5B of CSX Corp stock for Q2 2018, up 11% quarter-over-quarter.
  • 122 funds opened new CSX Corp positions in Q2 2018 and 52 closed out, a net change of +70 holders.
  • The largest CSX Corp buyer in Q2 2018 was Egerton Capital (UK), an estimated $427M added.
  • The largest CSX Corp seller in Q2 2018 was Capital Research Global Investors, an estimated $960M sold.

Based on aggregated 13F filings for Q2 2018.