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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
DWA
951
Douglass Winthrop Advisors
New York
$204K +$10.2K +438 +5%
B
952
Bridgeworth
Alabama
$203K -$13.5K -579 -6%
NFG
953
Next Financial Group
Texas
$202K -$246K -10,563 -55%
TAM
954
Tiverton Asset Management
Delaware
$202K +$204K +8,760 New
FBP
955
Flippin Bruce & Porter
Virginia
$201K -$6.98K -300 -3%
KB
956
Kimelman & Baird
New York
$201K
IBOK
957
Independence Bank of Kentucky
Kentucky
$200K -$3.49K -150 -2%
FCB
958
First Command Bank
Texas
$200K -$2.79K -120 -1%
FCFS
959
First Command Financial Services
Texas
$200K -$2.79K -120 -1%
SFS
960
Sowell Financial Services
Arkansas
$200K +$202K +8,661 New
JFGIW
961
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190K
RFA
962
Reilly Financial Advisors
California
$172K
OSNBOA
963
Old Second National Bank of Aurora
Illinois
$171K
WCM
964
Whitener Capital Management
North Carolina
$169K
SIAS
965
Shine Investment Advisory Services
Colorado
$168K +$2.86K +123 +2%
FRA
966
Front Row Advisors
California
$166K
SNT
967
Security National Trust
West Virginia
$166K
MA
968
MCF Advisors
Kentucky
$164K
WAP
969
Wealthcare Advisory Partners
Pennsylvania
$164K +$41.8K +1,794 +34%
RE
970
RBC Europe
United Kingdom
$163K
GLI
971
Guardian Life Insurance
New York
$162K +$6.36K +273 +4%
BWA
972
BDO Wealth Advisors
Florida
$157K
BCA
973
Bray Capital Advisors
Florida
$156K -$52.4K -2,250 -25%
LF
974
Lee Financial
Texas
$153K +$279 +12 +0.2%
VNA
975
Valley National Advisers
Pennsylvania
$151K

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.