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CSX Corp

1,359 hedge funds and large institutions have $51.7B invested in CSX Corp in 2020 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 429 increasing their positions, 432 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 71

23% more call options, than puts

Call options by funds: $596M | Put options by funds: $484M

17% more capital invested

Capital invested by funds: $44.3B → $51.7B (+$7.38B)

12% more funds holding

Funds holding: 1,2101,359 (+149)

1% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 432

1.08% less ownership

Funds ownership: 224.57%223.49% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

Holders
1,359
Holders Change
+149
Holders Change %
+12.31%
% of All Funds
24.05%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.3%
New
237
Increased
429
Reduced
432
Closed
71
Calls
$596M
Puts
$484M
Net Calls
+$112M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$6.35B +$172M +5,994,789 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.67B -$40.2M -1,398,918 -0.7%
Capital Research Global Investors
3
Capital Research Global Investors
California
$4.73B +$26.6M +927,420 +0.6%
BlackRock
4
BlackRock
New York
$4.33B -$139M -4,853,217 -3%
State Street
5
State Street
Massachusetts
$2.84B -$53.1M -1,849,353 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.08B +$2.19M +76,203 +0.2%
Capital International Investors
7
Capital International Investors
California
$1.04B +$2.54M +88,386 +0.3%
Bank of America
8
Bank of America
North Carolina
$934M -$140M -4,865,430 -14%
EIG
9
EdgePoint Investment Group
Ontario, Canada
$844M -$1.08M -37,656 -0.1%
Northern Trust
10
Northern Trust
Illinois
$799M -$17.8M -617,964 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$784M -$52.5M -1,828,911 -7%
SCP
12
Soroban Capital Partners
New York
$766M -$266M -9,256,938 -27%
Lazard Asset Management
13
Lazard Asset Management
New York
$750M -$369M -12,846,111 -34%
Norges Bank
14
Norges Bank
Norway
$666M -$21.1M -736,209 -3%
ECU
15
Egerton Capital (UK)
United Kingdom
$594M +$564M +19,636,122 New
Invesco
16
Invesco
Georgia
$575M -$25.2M -878,844 -4%
Legal & General Group
17
Legal & General Group
United Kingdom
$571M +$7.95M +276,789 +1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$551M +$72.4M +2,518,548 +16%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$540M -$14.8M -515,802 -3%
Fisher Asset Management
20
Fisher Asset Management
Washington
$443M +$21.6M +751,617 +5%
N
21
Nuveen
North Carolina
$431M -$26M -903,474 -6%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$402M +$727K +25,305 +0.2%
Morgan Stanley
23
Morgan Stanley
New York
$344M +$108M +3,754,641 +49%
Deutsche Bank
24
Deutsche Bank
Germany
$334M -$66.1M -2,302,617 -17%
AllianceBernstein
25
AllianceBernstein
Tennessee
$324M +$49.9M +1,735,713 +19%

CSX Hedge Fund Activity: Q4 2020 in Review

1,359 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2020, worth a combined $51.7B — up 17% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new CSX positions and 71 closed out — a net gain of 166 holders — while 429 added to existing stakes and 432 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $564M. The largest seller was Lazard Asset Management, cutting an estimated $369M.

  • 1,359 institutional investors held CSX Corp (CSX) as of Q4 2020, up from 1,210 in Q3 2020.
  • Funds reported $51.7B of CSX Corp stock for Q4 2020, up 17% quarter-over-quarter.
  • 237 funds opened new CSX Corp positions in Q4 2020 and 71 closed out, a net change of +166 holders.
  • The largest CSX Corp buyer in Q4 2020 was Egerton Capital (UK), an estimated $564M added.
  • The largest CSX Corp seller in Q4 2020 was Lazard Asset Management, an estimated $369M sold.

Based on aggregated 13F filings for Q4 2020.