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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
FA
926
Financial Advisors
Massachusetts
$208K
WAM
927
Wolverine Asset Management
Illinois
$208K +$255K +10,926 New
AT
928
Arden Trust
Delaware
$207K
WIP
929
Wellesley Investment Partners
Massachusetts
$207K
B
930
Bridgeworth
Alabama
$207K +$47.7K +2,043 +23%
FSG
931
Financial Strategies Group
Michigan
$206K
DLA
932
Douglas Lane & Associates
New York
$206K +$34.5K +1,479 +16%
SHWM
933
Smith & Howard Wealth Management
Georgia
$205K
CIA
934
CSat Investment Advisory
Michigan
$205K +$90.6K +3,882 +56%
IAN
935
Integrated Advisors Network
Texas
$204K -$1.9M -81,255 -88%
KPCM
936
Kings Point Capital Management
New York
$203K -$105K -4,491 -30%
PCA
937
Personal Capital Advisors
California
$202K -$101K -4,338 -29%
RMDI
938
R.M. Davis Inc
Maine
$201K
TI
939
Tidal Investments
Wisconsin
$201K +$246K +10,542 New
JWCA
940
J.W. Coons Advisors
Ohio
$201K +$247K +10,581 New
GI
941
Gradient Investments
Minnesota
$199K +$2.45K +105 +1%
FPFS
942
First Personal Financial Services
North Carolina
$195K -$2.8K -120 -1%
CF
943
Centaurus Financial
California
$195K +$17.5K +750 +8%
NICM
944
Neo Ivy Capital Management
New York
$188K +$229K +9,807 +21,793%
ST
945
Sageworth Trust
Pennsylvania
$185K
CAW
946
Cornerstone Advisors (Washington)
Washington
$184K +$10.7K +459 +5%
SBL
947
Sargent Bickham Lagudis
Colorado
$183K
VCM
948
Vigilant Capital Management
Maine
$181K
CCG
949
Ceeto Capital Group
Florida
$176K +$5.32K +228 +3%
NSB
950
Norway Savings Bank
Maine
$174K

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.