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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
AIA
1226
Affinity Investment Advisors
California
-$222K -8,619 Closed
BFA
1227
Beaumont Financial Advisors
Massachusetts
-$222K -8,595 Closed
CCM
1228
Canal Capital Management
Virginia
-$219K -8,499 Closed
ECM
1229
Evergreen Capital Management
Washington
-$217K -8,406 Closed
HFA
1230
Hoover Financial Advisors
Pennsylvania
-$217K -8,400 Closed
SPC
1231
Stewart & Patten Company
California
-$217K -8,400 Closed
OCM
1232
One Capital Management
California
-$216K -8,385 Closed
CWM
1233
Cornerstone Wealth Management
Missouri
-$215K -8,265 Closed
KM
1234
Kalos Management
Georgia
-$215K -8,214 Closed
BFM
1235
Boothbay Fund Management
New York
-$211K -8,181 Closed
SWA
1236
Stratos Wealth Advisors
Ohio
-$210K -8,145 Closed
SGA
1237
Strategic Global Advisors
California
-$210K -8,130 Closed
MA
1238
Montag & Associates
Georgia
-$209K -8,100 Closed
DAS
1239
Dynamic Advisor Solutions
Arizona
-$207K -8,043 Closed
PWM
1240
Perigon Wealth Management
California
-$207K -8,007 Closed
CPA
1241
Court Place Advisors
Maryland
-$206K -8,004 Closed
BCM
1242
BBT Capital Management
Texas
-$205K -7,962 Closed
QCM
1243
Quantinno Capital Management
New York
-$205K -7,941 Closed
PLFAM
1244
Pineno Levin & Ford Asset Management
Virginia
-$205K -7,935 Closed
DE
1245
Day & Ennis
Georgia
-$205K -7,932 Closed
PL
1246
Perpetual Ltd
Australia
-$203K -7,860 Closed
VC
1247
Vicus Capital
Pennsylvania
-$202K -7,830 Closed
AC
1248
Avestar Capital
New York
-$182K -7,827 Closed
FFG
1249
Frisch Financial Group
New York
-$202K -7,815 Closed
CAM
1250
Congress Asset Management
Massachusetts
-$201K -7,806 Closed

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.