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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
EWM
876
Evermay Wealth Management
Virginia
$239K -$14.4K -615 -5%
IAMOG
877
Investors Asset Management of Georgia
Georgia
$239K
LSAG
878
Lake Street Advisors Group
New Hampshire
$239K +$292K +12,498 New
AWA
879
Arkadios Wealth Advisors
Georgia
$239K +$1.47K +63 +0.5%
EHC
880
Everett Harris & Co
California
$238K
CIA
881
Choate Investment Advisors
Massachusetts
$237K
WIA
882
Westbourne Investment Advisors
Maryland
$237K
RCM
883
RB Capital Management
Nevada
$236K +$70 +3 +0%
DS
884
DRW Securities
Illinois
$234K +$286K +12,261 New
IIC
885
Ironwood Investment Counsel
Arizona
$233K -$96.5K -4,134 -44%
WI
886
Wintrust Investments
Illinois
$233K -$10.6K -453 -4%
CBT
887
Central Bank & Trust
Kentucky
$233K +$5.74K +246 +2%
CWM
888
Cornerstone Wealth Management
Missouri
$232K +$284K +12,144 New
QWM
889
QP Wealth Management
New Jersey
$231K
ACM
890
Allred Capital Management
Texas
$229K -$37.5K -1,605 -12%
BIA
891
Barry Investment Advisors
Massachusetts
$229K +$1.19K +51 +0.4%
CFG
892
Citizens Financial Group
Rhode Island
$228K -$21.2K -909 -7%
SCM
893
Spreng Capital Management
Ohio
$228K
KLCM
894
KG&L Capital Management
Louisiana
$227K +$17.2K +738 +7%
CTB
895
Country Trust Bank
Illinois
$227K +$21K +900 +8%
SFA
896
Souders Financial Advisors
Ohio
$227K +$277K +11,868 New
DJSG
897
D.J. St. Germain
Massachusetts
$226K -$7.36K -315 -3%
SG
898
StoneX Group
New York
$226K +$51.9K +2,223 +23%
VCAM
899
Van Cleef Asset Management
Ohio
$225K
HB
900
Homrich & Berg
Georgia
$224K -$15.7K -672 -5%

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.