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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
BWM
626
Biltmore Wealth Management
Arizona
$1.41M -$4.97K -141 -0.4%
Impax Asset Management Group
627
Impax Asset Management Group
United Kingdom
$1.39M -$89.2K -2,529 -6%
WEPOG
628
Wealth Enhancement & Preservation of GA
Georgia
$1.39M +$22.2K +629 +2%
EH
629
Equitable Holdings
New York
$1.39M -$73.5K -2,083 -5%
AFS
630
Aft Forsyth & Sober
Florida
$1.38M
WDA
631
Wendell David Associates
New Hampshire
$1.37M
LA
632
Lynch & Associates
Indiana
$1.37M
CCG
633
Chatham Capital Group
Georgia
$1.36M
WS
634
Wedbush Securities
California
$1.36M -$3.91K -111 -0.3%
IWM
635
IHT Wealth Management
Illinois
$1.36M -$151K -4,290 -11%
SW
636
SkyOak Wealth
Michigan
$1.36M
BS
637
Banco Santander
Spain
$1.36M -$247K -7,007 -16%
HPCM
638
Hunter Perkins Capital Management
Illinois
$1.35M
WC
639
Weil Company
California
$1.35M
RIM
640
Redwood Investment Management
Arizona
$1.35M -$124K -3,508 -9%
PFPT
641
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.35M
HIA
642
Harbor Investment Advisory
Maryland
$1.35M -$2.01K -57 -0.2%
TFS
643
Thoroughbred Financial Services
Tennessee
$1.34M -$4.62K -131 -0.4%
VFP
644
Verus Financial Partners
Virginia
$1.33M
MCM
645
MAI Capital Management
Ohio
$1.33M +$205K +5,819 +20%
EI
646
Ethic Inc
New York
$1.33M +$117K +3,321 +10%
EWA
647
EP Wealth Advisors
California
$1.32M +$79.1K +2,244 +7%
MYLI
648
Meiji Yasuda Life Insurance
Japan
$1.32M -$40.2K -1,139 -3%
MCM
649
Maryland Capital Management
Maryland
$1.32M +$108K +3,060 +10%
FBC
650
Fairfield, Bush & Co
Connecticut
$1.31M

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.