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CSX Corp

1,377 hedge funds and large institutions have $54.1B invested in CSX Corp in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 478 increasing their positions, 481 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 88

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

1% more funds holding

Funds holding: 1,3591,377 (+18)

5% more capital invested

Capital invested by funds: $51.7B → $54.1B (+$2.42B)

1% less repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 481

9% less call options, than puts

Call options by funds: $254M | Put options by funds: $280M

1.94% less ownership

Funds ownership: 223.49%221.55% (-1.9%)

Holders
1,377
Holders Change
+18
Holders Change %
+1.32%
% of All Funds
24.18%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.39%
New
116
Increased
478
Reduced
481
Closed
88
Calls
$254M
Puts
$280M
Net Calls
-$26.1M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
451
B. Riley Wealth Advisors
Florida
$2.27M +$812K +26,607 +60%
BUB
452
BBVA USA Bancshares
Texas
$2.24M -$19K -621 -0.9%
GIM
453
Guardian Investment Management
California
$2.24M
WAM
454
World Asset Management
Michigan
$2.24M -$121K -3,957 -6%
BC
455
Bartlett & Co
Ohio
$2.23M -$27.5K -900 -1%
BCWM
456
Bartlett & Co Wealth Management
Ohio
$2.23M -$27.5K -900 -1%
CA
457
Cornerstone Advisors
North Carolina
$2.22M -$275K -9,000 -12%
PP
458
Paloma Partners
Connecticut
$2.22M -$605K -19,821 -22%
DI
459
DAGCO Inc
Ohio
$2.21M +$109K +3,570 +5%
William Blair & Company
460
William Blair & Company
Illinois
$2.19M -$425K -13,920 -17%
CT
461
Coastline Trust
Rhode Island
$2.18M -$157K -5,160 -7%
HWA
462
Heritage Wealth Advisors
Virginia
$2.17M -$7.33K -240 -0.4%
AF
463
Advisornet Financial
Minnesota
$2.17M +$578K +18,927 +39%
TCOV
464
Trust Company of Vermont
Vermont
$2.15M -$31.1K -1,020 -2%
RCM
465
Regency Capital Management
Hawaii
$2.14M +$2.03M +66,660 New
MJRIC
466
Mogy Joel R Investment Counsel
California
$2.1M
VFM
467
Vivid Financial Management
California
$2.1M
KRSITF
468
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.1M -$549 -18 -0%
PPWP
469
Proquility Private Wealth Partners
Nevada
$2.09M +$396K +12,975 +25%
GCA
470
Genesee Capital Advisors
New York
$2.09M +$1.99M +65,133 New
BFIM
471
Beese Fulmer Investment Management
Ohio
$2.09M -$73.9K -2,421 -4%
AIM
472
Aspen Investment Management
Michigan
$2.08M +$49.4K +1,620 +3%
GAM
473
Grandview Asset Management
Pennsylvania
$2.04M +$120K +3,933 +7%
CMA
474
Cedar Mountain Advisors
Oregon
$2.03M
PK
475
Pflug Koory
Nebraska
$2.02M -$64K -2,097 -3%

CSX Hedge Fund Activity: Q1 2021 in Review

1,377 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2021, worth a combined $54.1B — up 4.7% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CSX positions and 88 closed out — a net gain of 28 holders — while 478 added to existing stakes and 481 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $263M. The largest seller was Capital International Investors, cutting an estimated $502M.

  • 1,377 institutional investors held CSX Corp (CSX) as of Q1 2021, up from 1,359 in Q4 2020.
  • Funds reported $54.1B of CSX Corp stock for Q1 2021, up 4.7% quarter-over-quarter.
  • 116 funds opened new CSX Corp positions in Q1 2021 and 88 closed out, a net change of +28 holders.
  • The largest CSX Corp buyer in Q1 2021 was Egerton Capital (UK), an estimated $263M added.
  • The largest CSX Corp seller in Q1 2021 was Capital International Investors, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2021.