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CSX Corp

1,191 hedge funds and large institutions have $46.4B invested in CSX Corp in 2019 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 345 increasing their positions, 468 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 106

19% more capital invested

Capital invested by funds: $39B → $46.4B (+$7.47B)

5.76% more ownership

Funds ownership: 223.67%229.43% (+5.8%)

1% more funds holding

Funds holding: 1,1821,191 (+9)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

26% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 468

51% less call options, than puts

Call options by funds: $249M | Put options by funds: $512M

Holders
1,191
Holders Change
+9
Holders Change %
+0.76%
% of All Funds
25.78%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.65%
New
129
Increased
345
Reduced
468
Closed
106
Calls
$249M
Puts
$512M
Net Calls
-$263M
Net Calls Change
-$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
51
Chilton Investment Company
Connecticut
$127M -$3.88M -167,475 -3%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$126M +$40.1M +1,731,183 +52%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$120M -$3.18M -137,529 -3%
AAMU
54
Amundi Asset Management US
Massachusetts
$119M +$5.79M +249,888 +6%
CS
55
Credit Suisse
Switzerland
$117M -$11.4M -493,278 -10%
CBT
56
Capital Bank & Trust
California
$111M -$3.19M -137,637 -3%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$105M -$1.77M -76,485 -2%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$101M -$56.3M -2,433,666 -38%
VM
59
Valinor Management
New York
$99.8M +$18M +778,800 +24%
AllianceBernstein
60
AllianceBernstein
Tennessee
$98.3M -$5.04M -217,827 -5%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$97.7M -$3.92M -169,332 -4%
SCM
62
Suvretta Capital Management
New York
$94M +$87.3M +3,769,200 New
AII
63
AGF Investments Inc
Ontario, Canada
$93.2M -$3.02M -130,527 -3%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$90.3M +$11.7M +503,208 +16%
Primecap Management
65
Primecap Management
California
$89.3M -$40.1M -1,734,000 -33%
IAM
66
Impala Asset Management
Florida
$88.5M +$82.1M +3,547,017 New
Principal Financial Group
67
Principal Financial Group
Iowa
$87.3M -$7.47M -322,629 -8%
RAM
68
RWC Asset Management
United Kingdom
$87.1M +$1.01M +43,749 +1%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$87M -$4.59M -198,051 -5%
USAA
70
United Services Automobile Association
Texas
$86.2M -$14.4M -621,333 -15%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$84.3M -$1.77M -76,650 -2%
Citigroup
72
Citigroup
New York
$79.2M +$9.59M +414,042 +15%
Barclays
73
Barclays
United Kingdom
$76.6M -$15.9M -685,941 -18%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75.6M -$33.1M -1,429,284 -32%
MAM
75
Magellan Asset Management
Australia
$73.7M +$68.5M +2,957,076 New

CSX Hedge Fund Activity: Q1 2019 in Review

1,191 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2019, worth a combined $46.4B — up 19% from $39B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new CSX positions and 106 closed out — a net gain of 23 holders — while 345 added to existing stakes and 468 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.57B. The largest seller was Mantle Ridge LP, cutting an estimated $327M.

  • 1,191 institutional investors held CSX Corp (CSX) as of Q1 2019, up from 1,182 in Q4 2018.
  • Funds reported $46.4B of CSX Corp stock for Q1 2019, up 19% quarter-over-quarter.
  • 129 funds opened new CSX Corp positions in Q1 2019 and 106 closed out, a net change of +23 holders.
  • The largest CSX Corp buyer in Q1 2019 was Capital World Investors, an estimated $1.57B added.
  • The largest CSX Corp seller in Q1 2019 was Mantle Ridge LP, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2019.