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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
1001
Financial Advantage
Maryland
$79K
DWM
1002
Darwin Wealth Management
Florida
$79K +$97.7K +4,185 New
TCM
1003
Tradewinds Capital Management
Washington
$75K -$16.7K -714 -15%
RCA
1004
Ranch Capital Advisors
Florida
$75K +$3.15K +135 +4%
BWM
1005
BerganKDV Wealth Management
Minnesota
$74K +$4.62K +198 +5%
PCM
1006
Penserra Capital Management
California
$70K +$20.7K +888 +38%
BBA
1007
Braun-Bostich & Associates
Pennsylvania
$69K
KTC
1008
Kistler-Tiffany Companies
Pennsylvania
$69K
EI
1009
Ellevest Inc
New York
$68K +$9.32K +399 +13%
SC
1010
Steph & Co
Wisconsin
$66K
NCM
1011
New Capital Management
Texas
$63K
FMP
1012
Financial Management Professionals
Texas
$62K
PGAM
1013
Princeton Global Asset Management
New Jersey
$62K +$8.27K +354 +12%
BCA
1014
Berman Capital Advisors
Georgia
$61K +$22.5K +963 +42%
LF
1015
Lee Financial
Texas
$60K
NC
1016
NewSquare Capital
Pennsylvania
$57K +$70K +3,000 New
ME
1017
McIlrath & Eck
Washington
$53K -$23.1K -990 -26%
PCIA
1018
Prime Capital Investment Advisors
Kansas
$52K -$40.1K -1,716 -39%
MFT
1019
Moisand Fitzgerald Tamayo
Florida
$50K -$4.83K -207 -7%
BHWM
1020
Bay Harbor Wealth Management
Maryland
$50K +$14K +600 +30%
ZB
1021
Zions Bancorporation
Utah
$49K -$20.6K -882 -26%
SFSIG
1022
San Francisco Sentry Investment Group
California
$48K -$20K -858 -25%
MWP
1023
Meridian Wealth Partners
Pennsylvania
$48K -$210 -9 -0.4%
CB
1024
CNB Bank
Pennsylvania
$48K
SWA
1025
Sutton Wealth Advisors
Florida
$47.4K +$3.08K +132 +6%

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.