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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
GWMIA
1076
Global Wealth Management Investment Advisory
Florida
$16K
GAM
1077
Gemmer Asset Management
California
$16K +$559 +24 +3%
PO
1078
Private Ocean
California
$15K
PG
1079
Proffitt & Goodson
Tennessee
$15K
HCA
1080
Horan Capital Advisors
Ohio
$14K +$14K +600 New
OAJ
1081
Ogorek Anthony Joseph
New York
$13K
RA
1082
Rational Advisors
New York
$12K -$175K -7,506 -93%
ME
1083
McIlrath & Eck
Washington
$12K -$52.3K -2,247 -81%
AF
1084
Arrow Financial
New York
$12K
WCG
1085
Weaver Consulting Group
California
$12K
BL
1086
Balentine LLC
Georgia
$12K +$5.59K +240 +89%
CCM
1087
Cribstone Capital Management
Maine
$11K -$4.68K -201 -30%
JPLA
1088
Joseph P. Lucia & Associates
New York
$11K +$70 +3 +0.6%
CWM
1089
Cranbrook Wealth Management
Michigan
$11K +$11.2K +480 New
FWM
1090
Focused Wealth Management
New York
$10K
TFGT
1091
TS Financial Group (TSFG)
Illinois
$10K
GT
1092
Glenmede Trust
Pennsylvania
$9.55K -$17.9M -768,936 -65%
AWM
1093
AllSquare Wealth Management
New York
$7K
EIM
1094
Essex Investment Management
Massachusetts
$7K
HGWM
1095
Harvest Group Wealth Management
Massachusetts
$7K +$6.63K +285 New
AF
1096
Allworth Financial
California
$6K
HWM
1097
Holloway Wealth Management
Florida
$6K
GWAG
1098
Garrett Wealth Advisory Group
Texas
$5.82K +$5.87K +252 New
CFD
1099
Creative Financial Designs
Indiana
$5K -$12.2K -525 -70%
SQA
1100
Simon Quick Advisors
New Jersey
$4K

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.