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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
LFAS
576
Level Four Advisory Services
Texas
$650K +$93.9K +4,023 +13%
MERSOM
577
Municipal Employees' Retirement System of Michigan
Michigan
$648K
GLA
578
Great Lakes Advisors
Illinois
$643K -$154K -6,591 -16%
WSC
579
Wellington Shields & Co
New York
$642K -$84.1K -3,600 -10%
HIA
580
Harbor Investment Advisory
Maryland
$642K +$20.2K +864 +3%
WP
581
WMS Partners
Maryland
$640K +$771 +33 +0.1%
RMAM
582
Raab & Moskowitz Asset Management
New Jersey
$636K -$25.2K -1,080 -3%
MIA
583
MainStreet Investment Advisors
Illinois
$634K +$425K +18,198 +121%
WT
584
Washington Trust
Rhode Island
$629K
RC
585
Roundview Capital
New Jersey
$621K +$383K +16,401 +102%
VI
586
Versor Investments
New York
$619K -$58.6K -2,511 -7%
UBV
587
United Bank (Virginia)
Virginia
$619K -$51.5K -2,205 -6%
FNBOSM
588
First National Bank of South Miami
Florida
$616K
UC
589
Unio Capital
New Jersey
$610K
UB
590
UMB Bank
Missouri
$608K -$106K -4,542 -12%
RMC
591
Resources Management Corp
Connecticut
$608K -$7K -300 -0.9%
DTL
592
Dynamic Technology Lab
Singapore
$607K +$121K +5,193 +20%
AWA
593
Acorn Wealth Advisors
Michigan
$606K -$2.03K -87 -0.3%
IWM
594
IHT Wealth Management
Illinois
$604K +$11.4K +489 +2%
Cetera Investment Advisers
595
Cetera Investment Advisers
Illinois
$604K +$67.5K +2,889 +10%
DHFB
596
Dixon Hubard Feinour & Brown
Virginia
$603K
LJAC
597
L.J. Altfest & Co
New York
$601K +$2.59K +111 +0.4%
DWA
598
Douglass Winthrop Advisors
New York
$597K +$520K +22,287 +248%
SFSG
599
Stearns Financial Services Group
North Carolina
$595K +$236K +10,113 +48%
TC
600
Truvestments Capital
Florida
$588K +$163K +6,981 +29%

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.