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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
GRP
1126
Global Retirement Partners
California
$50K -$7.1K -288 -13%
KLWA
1127
Kelly Lawrence W & Associates
California
$50K
LFG
1128
LifePlan Financial Group
Ohio
$49K
RTC
1129
Riverview Trust Company
Washington
$49K
TC
1130
Trust Company
Kansas
$48K -$4.44K -180 -9%
APW
1131
Acima Private Wealth
Virginia
$47K
ADL
1132
Asset Dedication LLC
California
$47K
CFFP
1133
Center for Financial Planning
Michigan
$47K
FCM
1134
Firestone Capital Management
Florida
$47K
PO
1135
Private Ocean
California
$47K +$7.55K +306 +20%
SFSIG
1136
San Francisco Sentry Investment Group
California
$42K -$592 -24 -1%
FCH
1137
Freestone Capital Holdings
Washington
$39.1K +$37.3K +1,512 New
FWM
1138
Filbrandt Wealth Management
Wisconsin
$39K -$7.47K -303 -17%
CSPIA
1139
Cary Street Partners Investment Advisory
Virginia
$39K +$37.4K +1,515 New
WPA
1140
West Paces Advisors
Georgia
$38.3K
TFO
1141
Tarbox Family Office
California
$38K
VCM
1142
Versant Capital Management
Arizona
$38K +$888 +36 +3%
SLF
1143
Sun Life Financial
Ontario, Canada
$35K -$370 -15 -1%
LFG
1144
Larson Financial Group
Missouri
$35K +$74 +3 +0.2%
AWM
1145
Avior Wealth Management
Nebraska
$33K +$74 +3 +0.2%
SC
1146
Slow Capital
California
$31K +$29.5K +1,197 New
MCM
1147
MV Capital Management
Maryland
$30K
BWP
1148
Baldwin Wealth Partners
Massachusetts
$30K +$22.1K +897 +348%
CFO
1149
CVA Family Office
Colorado
$29K
GWS
1150
Glassman Wealth Services
Virginia
$28K +$6.81K +276 +34%

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.