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CSX Corp

1,112 hedge funds and large institutions have $41.8B invested in CSX Corp in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 348 increasing their positions, 459 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% less ownership

Funds ownership: 227.31%226.8% (-0.51%)

9% less call options, than puts

Call options by funds: $425M | Put options by funds: $469M

9% less funds holding

Funds holding: 1,2211,112 (-109)

12% less capital invested

Capital invested by funds: $47.3B → $41.8B (-$5.57B)

24% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 459

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

59% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 172

Holders
1,112
Holders Change
-109
Holders Change %
-8.93%
% of All Funds
24.39%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.33%
New
70
Increased
348
Reduced
459
Closed
172
Calls
$425M
Puts
$469M
Net Calls
-$44M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
401
First United Bank & Trust
Maryland
$1.89M -$300K -12,894 -14%
IFWM
402
Institute for Wealth Management
Colorado
$1.88M -$358K -15,384 -16%
Wealthfront Advisers
403
Wealthfront Advisers
California
$1.82M -$198K -8,487 -10%
CPC
404
Congress Park Capital
New York
$1.81M -$17.5K -750 -0.9%
WJWM
405
Williams Jones Wealth Management
New York
$1.81M +$1.83M +78,402 New
William Blair & Company
406
William Blair & Company
Illinois
$1.8M -$50.7K -2,178 -3%
GIM
407
Guardian Investment Management
California
$1.75M +$69.8K +3,000 +4%
CFA
408
Carroll Financial Associates
North Carolina
$1.74M -$68.3K -2,934 -4%
M
409
MOTCO
Texas
$1.73M -$236K -10,137 -12%
MC
410
Moors & Cabot
Massachusetts
$1.73M +$178K +7,659 +11%
FMBTD
411
First Midwest Bank Trust Division
Illinois
$1.72M -$34.9K -1,500 -2%
FT
412
Fiduciary Trust
Massachusetts
$1.72M +$80.9K +3,474 +5%
NGA
413
Naples Global Advisors
Florida
$1.71M +$172K +7,380 +11%
TNB
414
TCF National Bank
South Dakota
$1.71M +$1.72M +74,064 New
CT
415
Coastline Trust
Rhode Island
$1.71M -$22K -945 -1%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$1.7M -$82.3K -3,534 -5%
ASN
417
Advisory Services Network
Georgia
$1.69M
NERM
418
New England Research & Management
Illinois
$1.68M
BFIM
419
Beese Fulmer Investment Management
Ohio
$1.68M +$316K +13,590 +23%
TCOV
420
Trust Company of Vermont
Vermont
$1.68M +$8.66K +372 +0.5%
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.67M +$86.2K +3,705 +5%
V
422
Veritable
Delaware
$1.66M -$93.5K -4,017 -5%
CA
423
Clearstead Advisors
Ohio
$1.65M +$60.1K +2,580 +4%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$1.63M
PTC
425
Private Trust Company
Ohio
$1.63M -$583K -25,056 -26%

CSX Hedge Fund Activity: Q3 2019 in Review

1,112 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2019, worth a combined $41.8B — down 12% from $47.3B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of CSX and 70 opened new positions — a net loss of 102 holders — while 459 trimmed existing stakes and 348 added.

The largest buyer was Capital Research Global Investors, adding an estimated $500M. The largest seller was Fidelity Investments, cutting an estimated $871M.

  • 1,112 institutional investors held CSX Corp (CSX) as of Q3 2019, down from 1,221 in Q2 2019.
  • Funds reported $41.8B of CSX Corp stock for Q3 2019, down 12% quarter-over-quarter.
  • 70 funds opened new CSX Corp positions in Q3 2019 and 172 closed out, a net change of -102 holders.
  • The largest CSX Corp buyer in Q3 2019 was Capital Research Global Investors, an estimated $500M added.
  • The largest CSX Corp seller in Q3 2019 was Fidelity Investments, an estimated $871M sold.

Based on aggregated 13F filings for Q3 2019.