We are live on ! Find out more
CSX icon

CSX Corp

1,126 hedge funds and large institutions have $32.5B invested in CSX Corp in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 323 increasing their positions, 498 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.26% less ownership

Funds ownership: 220.9%220.63% (-0.26%)

1% less call options, than puts

Call options by funds: $262M | Put options by funds: $265M

8% less funds holding

Funds holding: 1,2191,126 (-93)

22% less capital invested

Capital invested by funds: $41.4B → $32.5B (-$8.93B)

35% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 498

46% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 166

Holders
1,126
Holders Change
-93
Holders Change %
-7.63%
% of All Funds
24.81%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.33%
New
89
Increased
323
Reduced
498
Closed
166
Calls
$262M
Puts
$265M
Net Calls
-$3.06M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
551
Lynch & Associates
Indiana
$714K +$630 +27 +0.1%
LNC
552
Lincoln National Corp
Pennsylvania
$706K +$24.7K +1,059 +3%
KPW
553
Kore Private Wealth
New York
$702K -$73.6K -3,153 -8%
BP
554
Ballentine Partners
Massachusetts
$700K -$56.2K -2,409 -6%
FIA
555
Foundations Investment Advisors
Arizona
$700K +$490 +21 +0.1%
FHA
556
First Horizon Advisors
Tennessee
$699K -$11.2K -480 -1%
WDA
557
Wendell David Associates
New Hampshire
$697K
WSTAM
558
Wilbanks Smith & Thomas Asset Management
Virginia
$692K -$131K -5,589 -13%
OTPPB
559
Ontario Teachers' Pension Plan Board
Ontario, Canada
$689K +$19.1K +819 +2%
CWP
560
Capital Wealth Planning
Florida
$689K +$171K +7,320 +25%
WC
561
Weil Company
California
$688K -$7K -300 -0.8%
PL
562
PWMCO LLC
Illinois
$688K
NFG
563
Nations Financial Group
Iowa
$685K -$51.8K -2,217 -6%
GWCM
564
Godshalk Welsh Capital Management
Pennsylvania
$685K
QC
565
Quadrature Capital
United Kingdom
$681K -$1.29M -55,383 -61%
TC
566
TownSquare Capital
Utah
$677K -$110K -4,731 -13%
GCM
567
Gables Capital Management
Florida
$676K
RIM
568
Redwood Investment Management
Arizona
$671K -$107K -4,590 -12%
CCM
569
Covington Capital Management
California
$670K -$3.78K -162 -0.5%
Carson Wealth (CWM LLC)
570
Carson Wealth (CWM LLC)
Nebraska
$668K
VIM
571
Vista Investment Management
Pennsylvania
$668K +$14.5K +621 +2%
APA
572
American Portfolios Advisors
New York
$667K -$60.6K -2,595 -7%
EWM
573
Evercore Wealth Management
New York
$662K -$94.8K -4,062 -10%
WEPOG
574
Wealth Enhancement & Preservation of GA
Georgia
$654K -$822K -35,208 -50%
P
575
Pitcairn
Pennsylvania
$650K +$11K +471 +1%

CSX Hedge Fund Activity: Q1 2020 in Review

1,126 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2020, worth a combined $32.5B — down 22% from $41.4B a quarter earlier.

Sellers outnumbered buyers: 166 funds closed out of CSX and 89 opened new positions — a net loss of 77 holders — while 498 trimmed existing stakes and 323 added.

The largest buyer was Soroban Capital Partners, adding an estimated $546M. The largest seller was Capital Research Global Investors, cutting an estimated $568M.

  • 1,126 institutional investors held CSX Corp (CSX) as of Q1 2020, down from 1,219 in Q4 2019.
  • Funds reported $32.5B of CSX Corp stock for Q1 2020, down 22% quarter-over-quarter.
  • 89 funds opened new CSX Corp positions in Q1 2020 and 166 closed out, a net change of -77 holders.
  • The largest CSX Corp buyer in Q1 2020 was Soroban Capital Partners, an estimated $546M added.
  • The largest CSX Corp seller in Q1 2020 was Capital Research Global Investors, an estimated $568M sold.

Based on aggregated 13F filings for Q1 2020.