We are live on ! Find out more
CSX icon

CSX Corp

1,546 hedge funds and large institutions have $61.2B invested in CSX Corp in 2021 Q4 according to their latest regulatory filings, with 261 funds opening new positions, 496 increasing their positions, 478 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 261 | Existing positions closed: 57

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

25% more capital invested

Capital invested by funds: $48.8B → $61.2B (+$12.3B)

14% more funds holding

Funds holding: 1,3621,546 (+184)

4% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 478

0.67% more ownership

Funds ownership: 73.03%73.69% (+0.67%)

23% less call options, than puts

Call options by funds: $253M | Put options by funds: $328M

Holders
1,546
Holders Change
+184
Holders Change %
+13.51%
% of All Funds
23.79%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.31%
New
261
Increased
496
Reduced
478
Closed
57
Calls
$253M
Puts
$328M
Net Calls
-$74.8M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
476
Simplicity Solutions
Minnesota
$2.47M +$1.25M +35,526 +117%
GAM
477
Grandview Asset Management
Pennsylvania
$2.47M +$2.32M +65,767 New
AIM
478
Aspen Investment Management
Michigan
$2.47M +$36.6K +1,037 +2%
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.47M -$2.06M -58,478 -47%
MJRIC
480
Mogy Joel R Investment Counsel
California
$2.46M
VFM
481
Vivid Financial Management
California
$2.45M
LMIM
482
Lockheed Martin Investment Management
Maryland
$2.44M -$4.11M -116,600 -64%
AP
483
Americana Partners
Texas
$2.43M +$2.28M +64,717 New
SWP
484
Stratos Wealth Partners
Ohio
$2.41M +$976K +27,681 +76%
DY
485
Dowling & Yahnke
California
$2.4M +$70.1K +1,988 +3%
DI
486
DAGCO Inc
Ohio
$2.4M -$26.3K -745 -1%
Simplex Trading
487
Simplex Trading
Illinois
$2.4M +$2.24M +63,529 +16,762%
CMA
488
Cedar Mountain Advisors
Oregon
$2.38M
CFA
489
Carroll Financial Associates
North Carolina
$2.36M +$46.8K +1,327 +2%
OSIA
490
O'Shares Investment Advisers
Massachusetts
$2.32M +$158K +4,479 +8%
JAG
491
Journey Advisory Group
Kentucky
$2.31M +$11.6K +330 +0.5%
BFIM
492
Beese Fulmer Investment Management
Ohio
$2.3M
Cetera Investment Advisers
493
Cetera Investment Advisers
Illinois
$2.3M +$86.8K +2,462 +4%
PK
494
Pflug Koory
Nebraska
$2.29M -$3.53K -100 -0.2%
HWM
495
HB Wealth Management
Georgia
$2.29M +$2.15M +60,894 New
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$2.27M +$22K +625 +1%
SIMG
497
Sonora Investment Management Group
Arizona
$2.22M +$2.09M +59,142 New
IAA
498
Independent Advisor Alliance
North Carolina
$2.22M -$637K -18,077 -23%
PPWP
499
Proquility Private Wealth Partners
Nevada
$2.22M -$101K -2,875 -4%
CBT
500
Central Bank & Trust
Kentucky
$2.21M +$1.79M +50,659 +614%

CSX Hedge Fund Activity: Q4 2021 in Review

1,546 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2021, worth a combined $61.2B — up 25% from $48.8B a quarter earlier.

Buyers outnumbered sellers: 261 funds opened new CSX positions and 57 closed out — a net gain of 204 holders — while 496 added to existing stakes and 478 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $434M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $836M sold.

  • 1,546 institutional investors held CSX Corp (CSX) as of Q4 2021, up from 1,362 in Q3 2021.
  • Funds reported $61.2B of CSX Corp stock for Q4 2021, up 25% quarter-over-quarter.
  • 261 funds opened new CSX Corp positions in Q4 2021 and 57 closed out, a net change of +204 holders.
  • The largest CSX Corp buyer in Q4 2021 was T. Rowe Price Associates, an estimated $434M added.
  • The largest CSX Corp seller in Q4 2021 was EdgePoint Investment Group, an estimated $836M sold.

Based on aggregated 13F filings for Q4 2021.