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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
Jacobs Levy Equity Management
676
Jacobs Levy Equity Management
New Jersey
$980K -$48.4M -1,529,049 -98%
NP
677
Ninepoint Partners
Ontario, Canada
$978K -$176K -5,558 -15%
T. Rowe Price Investment Management
678
T. Rowe Price Investment Management
Maryland
$978K +$792K +24,990 +368%
FTDI
679
First Trust Direct Indexing
Massachusetts
$975K +$66.9K +2,113 +7%
SBH
680
Segall Bryant & Hamill
Illinois
$975K
WT
681
Washington Trust
Rhode Island
$971K -$18.3K -577 -2%
WANY
682
Wealthspire Advisors (New York)
New York
$970K +$6.62K +209 +0.7%
SIA
683
Sage Investment Advisers
New York
$969K
GCM
684
Greenland Capital Management
New York
$969K -$9.72M -306,788 -91%
NFG
685
Nations Financial Group
Iowa
$960K +$77.3K +2,440 +8%
BWM
686
Biltmore Wealth Management
Arizona
$960K +$2.44K +77 +0.2%
SWP
687
Stratos Wealth Partners
Ohio
$958K +$90.2K +2,847 +10%
BTI
688
Blue Trust Inc
Georgia
$957K +$7.25K +229 +0.8%
PTC
689
Private Trust Company
Ohio
$955K +$36.8K +1,160 +4%
BMA
690
Brooks Moore & Associates
Tennessee
$951K
GWCM
691
Godshalk Welsh Capital Management
Pennsylvania
$948K +$30.1K +950 +3%
SFM
692
Systematic Financial Management
New Jersey
$941K
IP
693
Intellectus Partners
California
$940K +$19.6K +618 +2%
MMPW
694
Mitchell McLeod Pugh & Williams
Alabama
$938K +$447K +14,100 +86%
EFS
695
Essex Financial Services
Connecticut
$936K +$63 +2 +0%
HIA
696
Harbor Investment Advisory
Maryland
$934K -$123K -3,888 -11%
CFG
697
Citizens Financial Group
Rhode Island
$932K -$118K -3,732 -11%
DAS
698
Dynamic Advisor Solutions
Arizona
$928K +$130K +4,100 +16%
WSC
699
Wellington Shields & Co
New York
$926K -$15.8K -500 -2%
HA
700
Harbor Advisors
Florida
$923K

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.