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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
AP
576
Appleton Partners
Massachusetts
$1.63M -$846 -24 -0.1%
IA
577
IndexIQ Advisors
New York
$1.62M +$132K +3,734 +9%
KCM
578
Kanawha Capital Management
Virginia
$1.62M -$25K -710 -2%
ACM
579
Ascendant Capital Management
California
$1.62M +$1.52M +43,000 New
SW
580
SVB Wealth
Massachusetts
$1.61M -$286K -8,101 -16%
CIAS
581
Capital Investment Advisory Services
North Carolina
$1.61M +$18.8K +532 +1%
5L
582
55I LLC
Massachusetts
$1.61M +$52.9K +1,500 +4%
KPWS
583
Kestra Private Wealth Services
Texas
$1.61M +$62.5K +1,771 +4%
FBT
584
First Bankers Trust
Kentucky
$1.6M -$57.1K -1,618 -4%
GBT
585
Grove Bank & Trust
Florida
$1.6M -$4.58K -130 -0.3%
SOAMC
586
Spirit of America Management Corp
New York
$1.6M
CBTWT
587
Community Bank & Trust (Waco, Texas)
Texas
$1.59M -$7.05K -200 -0.5%
S
588
SignatureFD
Georgia
$1.59M +$591K +16,755 +66%
LS
589
Livforsakringsbolaget Skandia
Sweden
$1.58M -$529K -15,000 -26%
AI
590
Atria Investments
North Carolina
$1.58M +$143K +4,058 +11%
LFA
591
Legacy Financial Advisors
Kentucky
$1.57M -$9.66K -274 -0.7%
FG
592
Fiduciary Group
Georgia
$1.55M
FT
593
Fiduciary Trust
Massachusetts
$1.55M +$2.33K +66 +0.2%
MIM
594
Marco Investment Management
Georgia
$1.54M +$463K +13,128 +47%
WP
595
WealthShield Partners
North Carolina
$1.54M +$260K +7,377 +22%
DCM
596
Decatur Capital Management
Georgia
$1.53M -$17.3K -490 -1%
MFGM
597
Marshall Financial Group (Maryland)
Maryland
$1.52M +$130K +3,687 +10%
CNBTD
598
Citizens National Bank Trust Department
Mississippi
$1.52M -$1.08M -30,717 -43%
CIA
599
Cascade Investment Advisors
Oregon
$1.52M
CK
600
Cohen Klingenstein
New York
$1.52M

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.