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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
WWM
1051
Willingdon Wealth Management
North Carolina
$29K -$3.29K -141 -9%
FWM
1052
Filbrandt Wealth Management
Wisconsin
$29K
WPA
1053
West Paces Advisors
Georgia
$28.2K -$7.36K -315 -18%
PO
1054
Private Ocean
California
$28K +$21K +900 +148%
CAM
1055
CenterStar Asset Management
Illinois
$27K
MCM
1056
MV Capital Management
Maryland
$26K -$4.27K -183 -12%
SLF
1057
Sun Life Financial
Ontario, Canada
$26K -$981 -42 -3%
LFG
1058
Larson Financial Group
Missouri
$26K +$140 +6 +0.4%
VCM
1059
Versant Capital Management
Arizona
$25K -$4.27K -183 -12%
AAP
1060
Arax Advisory Partners
Colorado
$24K
AWM
1061
Avior Wealth Management
Nebraska
$24K +$70 +3 +0.2%
BL
1062
Balentine LLC
Georgia
$22K -$47.1K -2,019 -64%
CI
1063
CX Institutional
Indiana
$21K -$70K -3,000 -73%
CFO
1064
CVA Family Office
Colorado
$21K +$25.7K +1,101 New
JFGIW
1065
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K -$167K -7,170 -87%
BAM
1066
Bellevue Asset Management
Washington
$20K
FCA
1067
FinTrust Capital Advisors
South Carolina
$20K
PCFFS
1068
Pacific Center for Financial Services
California
$19K
TFO
1069
Tarbox Family Office
California
$18K -$2.59K -111 -11%
Loomis, Sayles & Company
1070
Loomis, Sayles & Company
Massachusetts
$16K -$852K -36,480 -98%
LWCFA
1071
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
SFPG
1072
Stonebridge Financial Planning Group
Florida
$16K +$17.5K +750 New
EW
1073
Evoke Wealth
California
$15.2K -$14.2K -609 -43%
SMFS
1074
Squar Milner Financial Services
California
$15K -$630 -27 -3%
IA
1075
IndexIQ Advisors
New York
$15K -$420 -18 -2%

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.