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CSX Corp

1,515 hedge funds and large institutions have $47.8B invested in CSX Corp in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 480 increasing their positions, 539 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 97

15% more capital invested

Capital invested by funds: $41.6B → $47.8B (+$6.21B)

5% more funds holding

Funds holding: 1,4401,515 (+75)

0.22% less ownership

Funds ownership: 72.64%72.41% (-0.22%)

11% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 539

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

13% less call options, than puts

Call options by funds: $183M | Put options by funds: $211M

Holders
1,515
Holders Change
+75
Holders Change %
+5.21%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
204
Increased
480
Reduced
539
Closed
97
Calls
$183M
Puts
$211M
Net Calls
-$27.8M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
626
Dynamic Advisor Solutions
Arizona
$1.21M +$871K +28,948 +287%
CCM
627
Coldstream Capital Management
Washington
$1.21M +$1.17M +39,001 New
CSIC
628
Clifford Swan Investment Counsel
California
$1.2M -$6.04K -201 -0.5%
JSL
629
JT Stratford LLC
Georgia
$1.2M -$1.71K -57 -0.1%
WAM
630
Weatherly Asset Management
California
$1.2M
VDI
631
Vaughan David Investments
Illinois
$1.2M -$30.1K -1,000 -3%
BFEC
632
Benjamin F. Edwards & Company
Missouri
$1.19M -$3.16K -105 -0.3%
PFPT
633
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.18M -$45.1K -1,501 -4%
EOJOAM
634
E. Ohman J:or Asset Management
Sweden
$1.17M
DI
635
DFPG Investments
Utah
$1.17M +$1.08M +36,051 New
CCB
636
Country Club Bank
Missouri
$1.17M
SSWM
637
Sheets Smith Wealth Management
North Carolina
$1.16M +$301 +10 +0%
MWM
638
Massachusetts Wealth Management
Massachusetts
$1.16M +$1.13M +37,490 New
WANY
639
Wealthspire Advisors (New York)
New York
$1.16M +$180K +5,996 +19%
VFA
640
Valeo Financial Advisors
Indiana
$1.15M +$151K +5,007 +16%
NFG
641
Nations Financial Group
Iowa
$1.15M -$9.26K -308 -0.8%
JF
642
Jump Financial
Illinois
$1.14M -$5.96M -198,316 -84%
AP
643
Appleton Partners
Massachusetts
$1.14M -$60K -1,994 -5%
HWMA
644
Heritage Wealth Management (Arizona)
Arizona
$1.13M +$552K +18,355 +100%
AFS
645
Aft Forsyth & Sober
Florida
$1.13M
LA
646
Lynch & Associates
Indiana
$1.13M +$30 +1 +0%
WWM
647
Western Wealth Management
Colorado
$1.12M -$582K -19,362 -35%
CCG
648
Chatham Capital Group
Georgia
$1.12M
LW
649
Linscomb Wealth
Texas
$1.12M +$6.04K +201 +0.6%
HPCM
650
Hunter Perkins Capital Management
Illinois
$1.11M

CSX Hedge Fund Activity: Q4 2022 in Review

1,515 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2022, worth a combined $47.8B — up 15% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new CSX positions and 97 closed out — a net gain of 107 holders — while 480 added to existing stakes and 539 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $342M.

  • 1,515 institutional investors held CSX Corp (CSX) as of Q4 2022, up from 1,440 in Q3 2022.
  • Funds reported $47.8B of CSX Corp stock for Q4 2022, up 15% quarter-over-quarter.
  • 204 funds opened new CSX Corp positions in Q4 2022 and 97 closed out, a net change of +107 holders.
  • The largest CSX Corp buyer in Q4 2022 was Viking Global Investors, an estimated $468M added.
  • The largest CSX Corp seller in Q4 2022 was Capital World Investors, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2022.