We are live on ! Find out more
CSX icon

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
EWM
1026
Endurance Wealth Management
Rhode Island
$46K
TWA
1027
TCI Wealth Advisors
Arizona
$46K +$4.69K +201 +9%
PMFA
1028
Plante Moran Financial Advisors
Michigan
$45K +$210 +9 +0.4%
CYG
1029
Clean Yield Group
Vermont
$43K -$231K -9,900 -82%
EFSCE
1030
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$7.63K -327 -13%
SCM
1031
Silvant Capital Management
Georgia
$42K
TI
1032
Truehand Inc
New Hampshire
$40K
HWA
1033
HHM Wealth Advisors
Tennessee
$40K +$48.5K +2,079 New
AIM
1034
Arcadia Investment Management
Michigan
$39K
TC
1035
Trust Company
Kansas
$39K
GG
1036
Gleason Group
Kentucky
$39K +$210 +9 +0.4%
MCM
1037
McMillion Capital Management
North Carolina
$38K
CFFP
1038
Center for Financial Planning
Michigan
$38K +$4.97K +213 +12%
KFI
1039
Key Financial Inc
Pennsylvania
$38K +$45.3K +1,941 New
CIM
1040
Centersquare Investment Management
Pennsylvania
$37K -$2.8K -120 -6%
KLWA
1041
Kelly Lawrence W & Associates
California
$37K
LFG
1042
LifePlan Financial Group
Ohio
$36K
RTC
1043
Riverview Trust Company
Washington
$36K
WFMPM
1044
Woodley Farra Manion Portfolio Management
Indiana
$35K
GRP
1045
Global Retirement Partners
California
$35K +$560 +24 +1%
ADL
1046
Asset Dedication LLC
California
$34K -$9.39K -402 -18%
APW
1047
Acima Private Wealth
Virginia
$34K
FCM
1048
Firestone Capital Management
Florida
$34K
LWM
1049
Lenox Wealth Management
Ohio
$32K -$1.75K -75 -4%
PCM
1050
Pinz Capital Management
New York
$29K -$63K -2,700 -64%

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.