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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
WF
776
Welch & Forbes
Massachusetts
$327K
BOS
777
Bingham Osborn & Scarborough
California
$326K -$8.48K -363 -2%
JWM
778
JGP Wealth Management
Oregon
$324K
ST
779
Smithfield Trust
Pennsylvania
$324K +$286K +12,270 +263%
MFG
780
MidWestOne Financial Group
Iowa
$320K -$24.5K -1,050 -6%
CG
781
Caprock Group
Idaho
$319K +$10.4K +447 +3%
PTP
782
Platform Technology Partners
New York
$317K +$85.2K +3,651 +28%
CHAM
783
Clear Harbor Asset Management
Connecticut
$316K -$662K -28,335 -63%
BOPW
784
Brandywine Oak Private Wealth
Pennsylvania
$315K -$57.7K -2,472 -12%
NF
785
Nikulski Financial
Iowa
$315K +$385K +16,485 New
GVAG
786
Great Valley Advisor Group
Delaware
$314K -$344K -14,733 -47%
CA
787
Cornerstone Advisory
Maryland
$314K -$185K -7,914 -32%
CCM
788
Compton Capital Management
Rhode Island
$314K +$21K +900 +6%
OLA
789
Oliver Luxxe Assets
New Jersey
$312K
SIS
790
Sound Income Strategies
Florida
$311K -$124K -5,307 -25%
CT
791
Chicago Trust
Illinois
$309K
SSWM
792
Smith Salley Wealth Management
North Carolina
$309K +$1.05K +45 +0.3%
MSAM
793
Moloney Securities Asset Management
Missouri
$308K -$101K -4,311 -21%
JFA
794
JNBA Financial Advisors
Minnesota
$308K -$6.87K -294 -2%
AWA
795
ARS Wealth Advisors
Florida
$308K +$3.01K +129 +0.8%
CIC
796
Crawford Investment Counsel
Georgia
$307K +$66.3K +2,841 +22%
PFBT
797
Parkside Financial Bank & Trust
Missouri
$304K -$6.93K -297 -2%
TCM
798
Tufton Capital Management
Maryland
$303K
EH
799
Equitable Holdings
New York
$303K +$96.8K +4,146 +35%
BIA
800
Bigelow Investment Advisors
Maine
$300K -$31.4K -1,344 -8%

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.