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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
GAM
1076
Gemmer Asset Management
California
$15K +$2.73K +117 +17%
GWMIA
1077
Global Wealth Management Investment Advisory
Florida
$15K +$4.13K +177 +30%
RWA
1078
Ropes Wealth Advisors
Massachusetts
$13K -$28K -1,200 -64%
GWS
1079
Glassman Wealth Services
Virginia
$13K -$630 -27 -4%
AW
1080
Alpha Windward
Massachusetts
$13K
JSC
1081
Jackson Square Capital
California
$13K
LSA
1082
Lion Street Advisors
Texas
$13K +$15.9K +681 New
PG
1083
Proffitt & Goodson
Tennessee
$12K
HFA
1084
HC Financial Advisors
California
$12K +$15.1K +645 New
VCS
1085
Vaughan & Co Securities
New Jersey
$11.5K
FWM
1086
FSA Wealth Management
Massachusetts
$11K
PCA
1087
Providence Capital Advisors
North Carolina
$11K +$14K +600 New
SIM
1088
Sonora Investment Management
Arizona
$10K -$6.18M -264,678 -100%
OAJ
1089
Ogorek Anthony Joseph
New York
$10K
SSWG
1090
Seven Springs Wealth Group
Tennessee
$10K
AC
1091
AlphaCore Capital
California
$10K +$12.4K +531 New
VCP
1092
Verus Capital Partners
Arizona
$9K -$70K -3,000 -87%
WTC
1093
WhitTier Trust Company
Nevada
$9K -$14K -600 -57%
BWP
1094
Baldwin Wealth Partners
Massachusetts
$9K -$10.1K -432 -48%
AF
1095
Arrow Financial
New York
$9K
WLPWM
1096
Walled Lake Planning & Wealth Management
Illinois
$9K
FWM
1097
Focused Wealth Management
New York
$9K +$10.6K +453 New
CCA
1098
Column Capital Advisors
Indiana
$8K
TFGT
1099
TS Financial Group (TSFG)
Illinois
$8K
PWMG
1100
Prestige Wealth Management Group
New Jersey
$8K +$9.67K +414 New

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.