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
FNBSF
601
First National Bank Sioux Falls
South Dakota
$1.52M +$1.43M +40,500 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
602
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.52M -$14.4M -409,582 -91%
FBFS
603
First Business Financial Services
Wisconsin
$1.51M +$28.1K +798 +2%
PA
604
Procyon Advisors
Connecticut
$1.51M +$313K +8,871 +28%
SWM
605
SeaCrest Wealth Management
New York
$1.51M +$1.94K +55 +0.1%
LIM
606
Leavell Investment Management
Alabama
$1.49M
VDI
607
Vaughan David Investments
Illinois
$1.49M
SC
608
SRB Corp
Massachusetts
$1.48M -$403K -11,415 -22%
PTC
609
Private Trust Company
Ohio
$1.48M -$19.4K -551 -1%
BPA
610
Beacon Pointe Advisors
California
$1.48M -$611K -17,318 -31%
EF
611
Empirical Finance
Pennsylvania
$1.48M +$356K +10,097 +35%
Voloridge Investment Management
612
Voloridge Investment Management
Florida
$1.48M -$41M -1,163,421 -97%
CCT
613
Country Club Trust
Missouri
$1.47M +$414K +11,748 +42%
WAM
614
Weatherly Asset Management
California
$1.47M -$14.7K -417 -1%
BWFA
615
Baltimore-Washington Financial Advisors
Maryland
$1.46M -$1.35M -38,186 Closed
CSIC
616
Clifford Swan Investment Counsel
California
$1.46M
BP
617
Ballentine Partners
Massachusetts
$1.45M
IA
618
Icon Advisers
Colorado
$1.44M
CIS
619
Connors Investor Services
Pennsylvania
$1.44M
RC
620
Roundview Capital
New Jersey
$1.43M +$19.3K +547 +1%
CCM
621
Coldstream Capital Management
Washington
$1.43M +$1.06M +30,021 +373%
IRF
622
IBM Retirement Fund
New York
$1.42M -$916K -25,979 -41%
FTDI
623
First Trust Direct Indexing
Massachusetts
$1.41M +$7.86K +223 +0.6%
SSWM
624
Sheets Smith Wealth Management
North Carolina
$1.41M +$247 +7 +0%
DMBA
625
Deseret Mutual Benefit Administrators
Utah
$1.41M -$56K -1,588 -4%

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.