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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
PFS
1026
Prospera Financial Services
Texas
$211K +$201K +8,130 New
IFG
1027
Independent Financial Group
California
$210K -$21.7K -879 -10%
MA
1028
Montag & Associates
Georgia
$210K +$200K +8,100 New
HWA
1029
HCR Wealth Advisors
California
$210K +$200K +8,112 New
AFA
1030
Atlanta Financial Associates
Georgia
$210K +$200K +8,127 New
SGA
1031
Strategic Global Advisors
California
$210K +$201K +8,130 New
CS
1032
Cannell & Spears
New York
$208K +$198K +8,019 New
AIFAIM
1033
American Institute for Advanced Investment Management
Arizona
$208K +$198K +8,025 New
PFA
1034
Pathway Financial Advisors
Vermont
$208K +$200K +8,112 New
MA
1035
MCF Advisors
Kentucky
$207K
CPA
1036
Court Place Advisors
Maryland
$207K +$197K +8,004 New
CAM
1037
Cozad Asset Management
Illinois
$206K +$196K +7,965 New
DE
1038
Day & Ennis
Georgia
$206K +$197K +7,971 New
IA
1039
IFG Advisory
Georgia
$204K +$195K +7,905 New
RGC
1040
Roberts, Glore & Co
Illinois
$204K +$195K +7,917 New
AOWM
1041
Alpha Omega Wealth Management
Virginia
$202K +$192K +7,794 New
OCG
1042
Opus Capital Group
Ohio
$202K +$192K +7,800 New
RIM
1043
Rampart Investment Management
Connecticut
$201K -$1.06M -42,855 -85%
SYBT
1044
Stock Yards Bank & Trust
Kentucky
$201K -$354K -14,367 -65%
IBOK
1045
Independence Bank of Kentucky
Kentucky
$200K -$15.4K -624 -7%
MC
1046
Middleton & Co
Massachusetts
$200K +$191K +7,725 New
MWA
1047
Meridian Wealth Advisors
Texas
$197K -$51.6K -2,091 -22%
SIAS
1048
Shine Investment Advisory Services
Colorado
$191K
M
1049
Mirova
France
$189K +$180K +7,287 New
SNT
1050
Security National Trust
West Virginia
$186K

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.