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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
ClearBridge Investments
501
ClearBridge Investments
New York
$1.92M -$26.6K -838 -1%
GWM
502
Geneos Wealth Management
Colorado
$1.9M -$31.7K -1,000 -2%
NEAM
503
New England Asset Management
Connecticut
$1.89M +$1.95M +61,500 New
BFIM
504
Beese Fulmer Investment Management
Ohio
$1.88M
BFS
505
Bradley Foster & Sargent
Connecticut
$1.88M
PAS
506
Park Avenue Securities
New York
$1.88M +$65.5K +2,068 +4%
BF
507
BOK Financial
Oklahoma
$1.87M -$43.5K -1,373 -2%
FCH
508
Freestone Capital Holdings
Washington
$1.87M -$16.9K -533 -0.9%
IMRF
509
Illinois Municipal Retirement Fund
Illinois
$1.86M
Wealthfront Advisers
510
Wealthfront Advisers
California
$1.85M -$730K -23,027 -28%
LIP
511
Liontrust Investment Partners
United Kingdom
$1.85M
BDS
512
Banco de Sabadell
Florida
$1.84M -$192K -6,067 -9%
VVP
513
Venture Visionary Partners
Ohio
$1.84M +$634 +20 +0%
ZCM
514
Ziegler Capital Management
Illinois
$1.82M -$72.3K -2,283 -4%
VIM
515
Vinva Investment Management
Australia
$1.82M -$89K -2,810 -5%
CC
516
Cannell & Co
New York
$1.8M -$8.04M -253,710 -81%
NRS
517
Neville Rodie & Shaw
New York
$1.78M
MWM
518
Modera Wealth Management
New Jersey
$1.78M -$74.3K -2,344 -4%
FWCM
519
Ferguson Wellman Capital Management
Oregon
$1.77M +$84.4K +2,664 +5%
CHC
520
City Holding Co
West Virginia
$1.76M -$25.7K -810 -1%
QCM
521
Quantinno Capital Management
New York
$1.75M -$473K -14,940 -21%
BRA
522
Biechele Royce Advisors
Indiana
$1.75M
AWMT
523
AAFMAA Wealth Management & Trust
North Carolina
$1.75M +$95.8K +3,023 +6%
MFGM
524
Marshall Financial Group (Maryland)
Maryland
$1.72M -$5.77K -182 -0.3%
BC
525
Barnett & Company
Tennessee
$1.72M

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.