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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
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$421K
PIMG
702
Patriot Investment Management Group
Tennessee
$421K
BHBT
703
Burke & Herbert Bank & Trust
Virginia
$417K
BWA
704
Burt Wealth Advisors
Maryland
$416K -$12.3K -525 -2%
DTC
705
Davidson Trust Company
Washington
$414K -$10.5K -450 -2%
PBO
706
Peoples Bank (Ohio)
Ohio
$411K +$47.6K +2,037 +10%
KFA
707
Krane Funds Advisors
New York
$411K +$502K +21,519 New
S
708
SignatureFD
Georgia
$409K -$35.9K -1,536 -7%
SGK
709
Steigerwald Gordon & Koch
Virginia
$409K -$1.89K -81 -0.4%
S
710
Seeyond
France
$406K -$379K -16,218 -27%
CCP
711
Corient Capital Partners
California
$405K +$87.1K +3,729 +21%
BAM
712
Brave Asset Management
New Jersey
$404K -$105K -4,500 -18%
FNFDCM
713
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$401K
SAA
714
Southeast Asset Advisors
Georgia
$401K +$26.6K +1,140 +6%
PFM
715
Parsec Financial Management
North Carolina
$401K +$45.2K +1,935 +10%
TCM
716
Tributary Capital Management
Nebraska
$401K +$490K +21,000 New
LW
717
Linscomb Wealth
Texas
$399K
Koshinski Asset Management
718
Koshinski Asset Management
Illinois
$398K +$22.4K +960 +5%
IC
719
Intersect Capital
California
$397K +$23.2K +993 +5%
CCMG
720
Clark Capital Management Group
Pennsylvania
$395K -$28.3K -1,212 -6%
UTC
721
Unified Trust Company
Kentucky
$393K
CAC
722
Certified Advisory Corp
Florida
$393K +$1.47K +63 +0.3%
PWM
723
PBMares Wealth Management
Virginia
$392K
LOAME
724
Lombard Odier Asset Management (Europe)
United Kingdom
$389K -$124K -5,319 -21%
PA
725
Parallel Advisors
California
$389K -$85K -3,639 -15%

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.