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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
WWM
1051
Willingdon Wealth Management
North Carolina
$36K +$908 +39 +3%
SAM
1052
Shamrock Asset Management
Texas
$36K +$36.7K +1,575 New
PGAM
1053
Princeton Global Asset Management
New Jersey
$35K +$36.4K +1,563 New
MCM
1054
MV Capital Management
Maryland
$34K +$838 +36 +3%
VCM
1055
Versant Capital Management
Arizona
$34K +$2.72K +117 +8%
EW
1056
Evoke Wealth
California
$31.7K +$32K +1,374 New
LFG
1057
Larson Financial Group
Missouri
$31K +$70 +3 +0.2%
AWM
1058
Avior Wealth Management
Nebraska
$29K +$14K +600 +88%
FMB
1059
Field & Main Bank
Kentucky
$28K -$10.5K -450 -27%
AAP
1060
Arax Advisory Partners
Colorado
$28K
BCI
1061
Brinker Capital Investments
Pennsylvania
$27K -$941K -40,422 -97%
FIA
1062
FNY Investment Advisers
New York
$24K -$8.1K -348 -25%
FCA
1063
FinTrust Capital Advisors
South Carolina
$24K
WTC
1064
WhitTier Trust Company
Nevada
$24K +$7.19K +309 +42%
TFO
1065
Tarbox Family Office
California
$22K -$698 -30 -3%
PCFFS
1066
Pacific Center for Financial Services
California
$22K
HFM
1067
Harvest Fund Management
China
$21K -$156K -6,702 -88%
LWANC
1068
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K -$62.9K -2,700 -75%
SCA
1069
Stonebridge Capital Advisors
Minnesota
$21K -$15.2K -651 -42%
BWP
1070
Baldwin Wealth Partners
Massachusetts
$21K
LWCFA
1071
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
SJIM
1072
St. Johns Investment Management
Florida
$19K -$2.1K -90 -10%
SIA
1073
Sit Investment Associates
Minnesota
$18K
GWS
1074
Glassman Wealth Services
Virginia
$16K -$140 -6 -0.9%
AW
1075
Alpha Windward
Massachusetts
$16K

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.