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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
BCM
676
Becker Capital Management
Oregon
$517K -$10.5K -450 -2%
CL
677
CPWM LLC
Washington
$517K -$6.36K -273 -1%
WCA
678
Westover Capital Advisors
Delaware
$516K +$168K +7,212 +48%
NL
679
NWAM LLC
Washington
$515K +$1.26K +54 +0.2%
MSFP
680
Mark Sheptoff Financial Planning
Connecticut
$509K -$6.98K -300 -1%
TFS
681
Thoroughbred Financial Services
Tennessee
$507K +$152K +6,510 +42%
BHBT
682
Burke & Herbert Bank & Trust
Virginia
$504K -$3.63K -156 -0.7%
CWM
683
Connecticut Wealth Management
Connecticut
$501K +$210 +9 +0%
VFA
684
Valeo Financial Advisors
Indiana
$500K -$2.79K -120 -0.6%
SIS
685
Sound Income Strategies
Florida
$499K
PIMG
686
Patriot Investment Management Group
Tennessee
$496K
PI
687
Putnam Investments
Massachusetts
$496K +$17.2K +738 +4%
LFAS
688
Level Four Advisory Services
Texas
$494K -$32.9K -1,413 -6%
Verition Fund Management
689
Verition Fund Management
Connecticut
$488K -$1.73M -74,115 -78%
SGK
690
Steigerwald Gordon & Koch
Virginia
$488K -$14K -600 -3%
SFSG
691
Stearns Financial Services Group
North Carolina
$487K +$172K +7,368 +54%
FNFDCM
692
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$485K
LW
693
Linscomb Wealth
Texas
$484K
SC
694
SRB Corp
Massachusetts
$484K +$42.5K +1,824 +10%
SAA
695
Southeast Asset Advisors
Georgia
$483K
CC
696
Courier Capital
New York
$479K +$70 +3 +0%
S
697
SignatureFD
Georgia
$479K +$196K +8,427 +68%
BRWA
698
B. Riley Wealth Advisors
Florida
$478K +$30K +1,290 +7%
MFG
699
MidWestOne Financial Group
Iowa
$477K -$125K -5,391 -21%
PA
700
Parallel Advisors
California
$477K -$50.6K -2,172 -10%

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.