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CSX Corp

1,541 hedge funds and large institutions have $44.7B invested in CSX Corp in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 543 increasing their positions, 563 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

23% more call options, than puts

Call options by funds: $152M | Put options by funds: $124M

0.75% less ownership

Funds ownership: 73.07%72.31% (-0.75%)

4% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 563

2% less funds holding

Funds holding: 1,5781,541 (-37)

12% less capital invested

Capital invested by funds: $50.5B → $44.7B (-$5.86B)

13% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 122

Holders
1,541
Holders Change
-37
Holders Change %
-2.34%
% of All Funds
24.46%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
106
Increased
543
Reduced
563
Closed
122
Calls
$152M
Puts
$124M
Net Calls
+$28.2M
Net Calls Change
-$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
426
Ritholtz Wealth Management
New York
$2.73M -$303K -9,555 -10%
RBA
427
Richard Bernstein Advisors
New York
$2.72M +$430K +13,567 +18%
MC
428
Moors & Cabot
Massachusetts
$2.72M +$23.8K +750 +0.9%
PIM
429
Penobscot Investment Management
Massachusetts
$2.72M -$99.5K -3,140 -3%
PPL
430
PATRIZIA Pty Ltd
Australia
$2.72M -$490K -15,464 -15%
SAM
431
Shell Asset Management
Netherlands
$2.71M -$46.7K -1,473 -2%
ATC
432
Argent Trust Co
Tennessee
$2.7M -$99.5K -3,139 -3%
NGA
433
Naples Global Advisors
Florida
$2.67M +$74.5K +2,350 +3%
IC
434
IEQ Capital
California
$2.67M -$1.62K -51 -0.1%
SI
435
Stephens Inc
Arkansas
$2.65M -$244K -7,697 -8%
SPIA
436
Steward Partners Investment Advisory
New York
$2.65M +$151K +4,770 +6%
AWS
437
Atria Wealth Solutions
New York
$2.64M -$1.96K -62 -0.1%
FFP
438
FourThought Financial Partners
Florida
$2.59M +$31.2K +985 +1%
Wellington Management Group
439
Wellington Management Group
Massachusetts
$2.58M +$572K +18,043 +27%
FPB
440
First PREMIER Bank
South Dakota
$2.58M -$9.03K -285 -0.3%
MLICM
441
Metropolitan Life Insurance Company (MetLife)
New York
$2.55M -$177K -5,588 -6%
WCA
442
Waratah Capital Advisors
Ontario, Canada
$2.51M -$9.28M -293,049 -78%
MGP
443
Metis Global Partners
California
$2.48M +$427K +13,480 +20%
MRCM
444
M&R Capital Management
New Jersey
$2.46M -$23.8K -751 -0.9%
WHC
445
Wulff, Hansen & Co
California
$2.45M -$3.67K -116 -0.1%
BHWM
446
Bar Harbor Wealth Management
New Hampshire
$2.43M +$1.9K +60 +0.1%
HT
447
Headlands Technologies
Illinois
$2.42M +$1.27M +40,171 +104%
AIP
448
Ameritas Investment Partners
Nebraska
$2.42M +$330K +10,409 +15%
RAM
449
RWC Asset Management
United Kingdom
$2.41M -$20.5M -647,518 -89%
AAS
450
Avantax Advisory Services
Texas
$2.37M -$793K -25,043 -25%

CSX Hedge Fund Activity: Q3 2023 in Review

1,541 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2023, worth a combined $44.7B — down 12% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CSX and 106 opened new positions — a net loss of 16 holders — while 563 trimmed existing stakes and 543 added.

The largest buyer was BlackRock, adding an estimated $279M. The largest seller was Capital World Investors, cutting an estimated $709M.

  • 1,541 institutional investors held CSX Corp (CSX) as of Q3 2023, down from 1,578 in Q2 2023.
  • Funds reported $44.7B of CSX Corp stock for Q3 2023, down 12% quarter-over-quarter.
  • 106 funds opened new CSX Corp positions in Q3 2023 and 122 closed out, a net change of -16 holders.
  • The largest CSX Corp buyer in Q3 2023 was BlackRock, an estimated $279M added.
  • The largest CSX Corp seller in Q3 2023 was Capital World Investors, an estimated $709M sold.

Based on aggregated 13F filings for Q3 2023.