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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
NIM
1026
NuWave Investment Management
New Jersey
$54K -$611K -26,247 -92%
PMFA
1027
Plante Moran Financial Advisors
Michigan
$54K +$140 +6 +0.3%
SCM
1028
Silvant Capital Management
Georgia
$51K -$61.9K -2,658 -55%
TWA
1029
TCI Wealth Advisors
Arizona
$50K -$349 -15 -0.7%
BCA
1030
Berman Capital Advisors
Georgia
$48K -$15.9K -681 -25%
AIM
1031
Advantage Investment Management
Iowa
$48K -$14.7K -630 -23%
AIM
1032
Arcadia Investment Management
Michigan
$48K
TI
1033
Truehand Inc
New Hampshire
$48K
LFG
1034
LifePlan Financial Group
Ohio
$47K -$10.5K -450 -18%
TC
1035
Trust Company
Kansas
$47K
MCM
1036
McMillion Capital Management
North Carolina
$46K
BHWM
1037
Bay Harbor Wealth Management
Maryland
$45K -$1.75K -75 -4%
KLWA
1038
Kelly Lawrence W & Associates
California
$45K
SLF
1039
Sun Life Financial
Ontario, Canada
$45K +$1.96K +84 +4%
AIC
1040
Ameritas Investment Company
Nebraska
$44K +$42.9K +1,842 New
RTC
1041
Riverview Trust Company
Washington
$43K
RWA
1042
Ropes Wealth Advisors
Massachusetts
$43K
WPW
1043
Winthrop Partners - WNY
New York
$42.9K -$6.98K -300 -14%
GRP
1044
Global Retirement Partners
California
$42K
ADL
1045
Asset Dedication LLC
California
$42K +$41.9K +1,800 New
WPA
1046
West Paces Advisors
Georgia
$41.4K -$12.8K -549 -23%
APW
1047
Acima Private Wealth
Virginia
$41K
LWM
1048
Lenox Wealth Management
Ohio
$40K -$18.1K -777 -31%
GEA
1049
Glen Eagle Advisors
New Jersey
$36K
HI
1050
Human Investing
Oregon
$36K

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.