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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
FMTCOCP
901
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$223K
CFB
902
Cullen/Frost Bankers
Texas
$222K -$11.5K -492 -4%
FLPIM
903
F.L. Putnam Investment Management
Massachusetts
$221K -$21K -900 -7%
KA
904
Klingman & Associates
New York
$221K +$17.5K +750 +7%
CT
905
Caldwell Trust
Florida
$220K -$26.3K -1,125 -9%
WAAG
906
Wealth Alliance Advisory Group
Kansas
$220K
RGIA
907
Rainier Group Investment Advisory
Washington
$220K +$269K +11,520 New
VLKIM
908
Van Lanschot Kempen Investment Management
Netherlands
$219K -$506K -21,687 -65%
CCA
909
Cobblestone Capital Advisors
New York
$218K -$420 -18 -0.2%
BCB
910
Brian C. Broderick
$218K
SCM
911
SOL Capital Management
Maryland
$218K
NA
912
Navellier & Associates
Nevada
$218K +$7K +300 +3%
BPA
913
Beacon Pointe Advisors
California
$216K +$264K +11,313 New
PFGIA
914
Patriot Financial Group Insurance Agency
Massachusetts
$215K +$21.7K +930 +9%
MWM
915
Modera Wealth Management
New Jersey
$214K +$27.6K +1,182 +12%
FHC
916
First Heartland Consultants
Missouri
$213K -$70 -3 -0%
FBC
917
Fairfield, Bush & Co
Connecticut
$212K -$722K -30,900 -74%
ZIC
918
ZWJ Investment Counsel
Georgia
$212K
CCM
919
Coldstream Capital Management
Washington
$212K +$23.8K +1,020 +10%
SWRP
920
Summit Wealth & Retirement Planning
California
$211K
YIA
921
YHB Investment Advisors
Connecticut
$210K
OI
922
Oakbrook Investments
Illinois
$209K -$785K -33,600 -75%
WHG
923
Westwood Holdings Group
Texas
$209K -$126K -5,400 -33%
CIAS
924
Capital Investment Advisory Services
North Carolina
$209K +$26.3K +1,128 +12%
PWM
925
Perigon Wealth Management
California
$209K +$228K +9,786 New

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.