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CSX Corp

1,210 hedge funds and large institutions have $44.3B invested in CSX Corp in 2020 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 382 increasing their positions, 428 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 51

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

11% more capital invested

Capital invested by funds: $39.8B → $44.3B (+$4.43B)

6% more funds holding

Funds holding: 1,1431,210 (+67)

1% more call options, than puts

Call options by funds: $339M | Put options by funds: $335M

0.51% more ownership

Funds ownership: 224.06%224.57% (+0.51%)

11% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 428

Holders
1,210
Holders Change
+67
Holders Change %
+5.86%
% of All Funds
24.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
128
Increased
382
Reduced
428
Closed
51
Calls
$339M
Puts
$335M
Net Calls
+$4.05M
Net Calls Change
-$9.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1001
Central Bank & Trust
Kentucky
$232K -$57.1K -2,313 -20%
WHG
1002
Westwood Holdings Group
Texas
$232K -$1.55K -63 -0.7%
KPCM
1003
Kings Point Capital Management
New York
$232K
TSW
1004
Thompson Siegel & Walmsley
Virginia
$231K
IAN
1005
Integrated Advisors Network
Texas
$230K -$2.03M -82,125 -90%
VCM
1006
Vigilant Capital Management
Maine
$228K
MWM
1007
Mattern Wealth Management
Kansas
$227K
JSL
1008
JT Stratford LLC
Georgia
$226K +$215K +8,727 New
CRIG
1009
Charter Research & Investment Group
Connecticut
$224K
GLA
1010
Great Lakes Advisors
Illinois
$223K -$2.81K -114 -1%
CAAS
1011
Capital Asset Advisory Services
Michigan
$223K
AW
1012
ACG Wealth
Georgia
$220K -$4.88K -198 -2%
FA
1013
FDx Advisors
Illinois
$220K +$210K +8,514 New
DAS
1014
Dynamic Advisor Solutions
Arizona
$219K -$35.2K -1,425 -14%
FRA
1015
Front Row Advisors
California
$218K -$370 -15 -0.2%
HFA
1016
Hoover Financial Advisors
Pennsylvania
$217K
FBP
1017
Flippin Bruce & Porter
Virginia
$217K +$207K +8,400 New
OSNBOA
1018
Old Second National Bank of Aurora
Illinois
$216K -$7.4K -300 -3%
BWM
1019
BNC Wealth Management
Oregon
$216K +$206K +8,343 New
CIC
1020
Crawford Investment Counsel
Georgia
$216K +$206K +8,361 New
FCB
1021
First Command Bank
Texas
$213K
FCFS
1022
First Command Financial Services
Texas
$213K
JFGIW
1023
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$213K +$178K +7,200 +686%
SWM
1024
Selective Wealth Management
Virginia
$212K
TA
1025
TFG Advisers
Michigan
$212K +$202K +8,208 New

CSX Hedge Fund Activity: Q3 2020 in Review

1,210 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2020, worth a combined $44.3B — up 11% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new CSX positions and 51 closed out — a net gain of 77 holders — while 382 added to existing stakes and 428 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $189M. The largest seller was Lazard Asset Management, cutting an estimated $284M.

  • 1,210 institutional investors held CSX Corp (CSX) as of Q3 2020, up from 1,143 in Q2 2020.
  • Funds reported $44.3B of CSX Corp stock for Q3 2020, up 11% quarter-over-quarter.
  • 128 funds opened new CSX Corp positions in Q3 2020 and 51 closed out, a net change of +77 holders.
  • The largest CSX Corp buyer in Q3 2020 was Citadel Advisors, an estimated $189M added.
  • The largest CSX Corp seller in Q3 2020 was Lazard Asset Management, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2020.