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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: 14 β†’ 15 (+1)

0.26% less ownership

Funds ownership: 220.9% β†’ 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: 1,219 β†’ 1,126 (-93)

22% less capital invested

Capital invested by funds: $41.4B β†’ $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
BFA
1201
Beaumont Financial Advisors
Massachusetts
– -$260K -10,785 Closed
MG
1202
Mather Group
Illinois
– -$256K -10,629 Closed
FIB
1203
First Interstate Bank
Montana
– -$251K -10,425 Closed
BIM
1204
Bridges Investment Management
Nebraska
– -$251K -10,398 Closed
WBC
1205
West Branch Capital
Massachusetts
– -$250K -10,371 Closed
WCM
1206
Whitener Capital Management
North Carolina
– -$249K -10,350 Closed
SFM
1207
Signet Financial Management
New Jersey
– -$248K -10,302 Closed
HT
1208
Heritage Trust
Oklahoma
– -$248K -10,296 Closed
CAAS
1209
Capital Asset Advisory Services
Michigan
– -$267K -10,197 Closed
DA
1210
Duality Advisers
Florida
– -$246K -10,185 Closed
PBC
1211
Pavion Blue Capital
California
– -$245K -10,146 Closed
KCM
1212
Kanawha Capital Management
Virginia
– -$242K -10,053 Closed
Cerity Partners
1213
Cerity Partners
New York
– -$242K -10,050 Closed
RIG
1214
Renaissance Investment Group
Massachusetts
– -$241K -9,987 Closed
SWMG
1215
Strategic Wealth Management Group
Maryland
– -$240K -9,939 Closed
HPIA
1216
Hamilton Point Investment Advisors
North Carolina
– -$239K -9,900 Closed
OR
1217
Olympiad Research
Connecticut
– -$237K -9,837 Closed
BB
1218
Busey Bank
Illinois
– -$237K -9,825 Closed
DWM
1219
Doyle Wealth Management
Florida
– -$235K -9,735 Closed
ACH
1220
ArrowMark Colorado Holdings
Colorado
– -$234K -9,720 Closed
YWP
1221
YorkBridge Wealth Partners
New York
– -$234K -9,717 Closed
DAS
1222
Dynamic Advisor Solutions
Arizona
– -$234K -9,696 Closed
FAM
1223
Formidable Asset Management
Ohio
– -$234K -9,621 Closed
FFN
1224
Focus Financial Network
Minnesota
– -$232K -9,603 Closed
BDF
1225
Balasa Dinverno & Foltz
– -$232K -9,600 Closed

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 β€” down 22% from $41.4B a quarter earlier.

Sellers outnumbered buyers: 166 funds closed out of CSX and 89 opened new positions β€” a net loss of 77 holders β€” 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.