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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
SP
801
Successful Portfolios
Florida
$328K +$21.6K +930 +7%
MWM
802
Mission Wealth Management
California
$327K +$330K +14,169 New
HIC
803
Harvey Investment Company
Kentucky
$323K
MMPW
804
Mitchell McLeod Pugh & Williams
Alabama
$323K
TAM
805
Tocqueville Asset Management
New York
$323K +$908 +39 +0.3%
1SB
806
1ST Source Bank
Indiana
$322K
WPC
807
Waters Parkerson & Co
Louisiana
$322K
FB
808
Fulton Bank
Pennsylvania
$322K +$94.2K +4,047 +41%
GI
809
GAMCO Investors
Connecticut
$320K -$127K -5,475 -28%
FFWA
810
FRG Family Wealth Advisors
Washington
$319K
MPIA
811
Mountain Pacific Investment Advisers
Idaho
$319K
RA
812
RFG Advisory
Alabama
$319K +$22.8K +978 +8%
PAMG
813
Patton Albertson Miller Group
Tennessee
$319K +$321K +13,809 New
LOAMS
814
Lombard Odier Asset Management (Switzerland)
Switzerland
$318K -$945K -40,605 -75%
FCFC
815
First Commonwealth Financial Corp
Pennsylvania
$317K +$61.7K +2,649 +24%
BPWA
816
Beacon Pointe Wealth Advisors
California
$317K +$83.8K +3,600 +36%
RFM
817
Royal Fund Management
Florida
$316K
KLCM
818
KG&L Capital Management
Louisiana
$316K +$319K +13,695 New
PCA
819
Personal Capital Advisors
California
$314K +$85.8K +3,684 +37%
VWM
820
Valley Wealth Managers
New Jersey
$313K
SSA
821
Schonfeld Strategic Advisors
New York
$312K -$1.33M -56,967 -81%
BHTS
822
Bar Harbor Trust Services
Maine
$312K -$21K -900 -6%
TIA
823
Tiemann Investment Advisors
California
$312K -$5.1K -219 -2%
ACP
824
Ashfield Capital Partners
California
$312K
CFGS
825
Concourse Financial Group Securities
Alabama
$310K -$340K -14,595 -52%

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.