We are live on ! Find out more
CSX icon

CSX Corp
CSX

1,359 hedge funds and large institutions have $51.7B invested in CSX Corp in 2020 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 429 increasing their positions, 432 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 71

23% more call options, than puts

Call options by funds: $596M | Put options by funds: $484M

17% more capital invested

Capital invested by funds: $44.3B → $51.7B (+$7.38B)

12% more funds holding

Funds holding: 1,210 → 1,359 (+149)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 432

1.08% less ownership

Funds ownership: 224.57% → 223.49% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 18 → 17 (-1)

Holders
1,359
Holders Change
+149
Holders Change %
+12.31%
% of All Funds
24.05%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.3%
New
237
Increased
429
Reduced
432
Closed
71
Calls
$596M
Puts
$484M
Net Calls
+$112M
Net Calls Change
+$108M

Top Buyers

Rank Fund Capital Flow
1
ECU
Egerton Capital (UK)
United Kingdom
+$564M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$242M
3
Capital World Investors
Capital World Investors
California
+$172M
4
First Trust Advisors
First Trust Advisors
Illinois
+$166M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$148M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$369M
2
SCP
Soroban Capital Partners
New York
-$266M
3
Citadel Advisors
Citadel Advisors
Florida
-$154M
4
Bank of America
Bank of America
North Carolina
-$140M
5
BlackRock
BlackRock
New York
-$139M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
926
Patton Albertson Miller Group
Tennessee
$401K -$16.2K -564 -4%
TNBTD
927
Trustmark National Bank Trust Department
Mississippi
$401K – – –
AA
928
Advisory Alpha
Michigan
$399K -$40.2K -1,398 -10%
NB
929
Northwest Bancshares
Pennsylvania
$398K +$1.38K +48 +0.4%
EWM
930
Empirical Wealth Management
Washington
$397K – – –
FLPIM
931
F.L. Putnam Investment Management
Massachusetts
$395K +$17.8K +621 +5%
ACM
932
Allred Capital Management
Texas
$394K -$30.1K -1,047 -7%
KIA
933
KCM Investment Advisors
California
$390K -$19.8K -690 -5%
WCM
934
Whitener Capital Management
North Carolina
$390K +$112K +3,900 +43%
PP
935
Patten & Patten
Tennessee
$389K – – –
MWM
936
Mission Wealth Management
California
$388K +$2.5K +87 +0.7%
CF
937
Centaurus Financial
California
$388K +$25.9K +900 +8%
MMPW
938
Mitchell McLeod Pugh & Williams
Alabama
$387K – – –
MAM
939
McLean Asset Management
Virginia
$387K +$367K +12,783 New
DJSG
940
D.J. St. Germain
Massachusetts
$386K – – –
BHTS
941
Bar Harbor Trust Services
Maine
$385K – – –
CAM
942
Cresset Asset Management
Illinois
$379K +$14.5K +504 +4%
EDRIA
943
Edmonds Duncan Registered Investment Advisors
Kansas
$378K – – –
LSAG
944
Lake Street Advisors Group
New Hampshire
$377K -$1.98K -69 -0.5%
WIA
945
Westbourne Investment Advisors
Maryland
$375K – – –
HT
946
Heritage Trust
Oklahoma
$375K +$19K +660 +6%
LA
947
Latitude Advisors
Florida
$374K +$355K +12,363 New
WPC
948
Waters Parkerson & Co
Louisiana
$372K -$21.5K -750 -6%
FNWM
949
Financial Network Wealth Management
Utah
$372K +$353K +12,300 New
TMAM
950
Tokio Marine Asset Management
Japan
$371K +$12.8K +444 +4%
36 37
38
39 40

CSX Hedge Fund Activity: Q4 2020 in Review

1,359 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2020, worth a combined $51.7B — up 17% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new CSX positions and 71 closed out — a net gain of 166 holders — while 429 added to existing stakes and 432 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $564M. The largest seller was Lazard Asset Management, cutting an estimated $369M.

  • 1,359 institutional investors held CSX Corp (CSX) as of Q4 2020, up from 1,210 in Q3 2020.
  • Funds reported $51.7B of CSX Corp stock for Q4 2020, up 17% quarter-over-quarter.
  • 237 funds opened new CSX Corp positions in Q4 2020 and 71 closed out, a net change of +166 holders.
  • The largest CSX Corp buyer in Q4 2020 was Egerton Capital (UK), an estimated $564M added.
  • The largest CSX Corp seller in Q4 2020 was Lazard Asset Management, an estimated $369M sold.

Based on aggregated 13F filings for Q4 2020.