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CSX Corp
CSX

Overview Fund Activity

1,657 hedge funds and large institutions have $50.8B invested in CSX Corp in 2023 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 523 increasing their positions, 606 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+123
Holders Change %
+8.02%
% of All Funds
24.29%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
222
Increased
523
Reduced
606
Closed
77
Calls
$172M
Puts
$153M
Net Calls
+$19.2M
Net Calls Change
-$9.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$896M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$661M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$344M
4
Capital International Investors
Capital International Investors
California
+$175M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$521M
2
SCP
Soroban Capital Partners
New York
-$373M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$260M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
5
Lazard Asset Management
Lazard Asset Management
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWCM
726
Godshalk Welsh Capital Management
Pennsylvania
$967K -$102K -2,950 -10%
LFA
727
Legacy Financial Advisors
Kentucky
$964K +$19K +547 +2%
CFS
728
Commonwealth Financial Services
West Virginia
$960K +$1.11K +32 +0.1%
MAM
729
Morse Asset Management
Connecticut
$960K -$1.25K -36 -0.1%
NL
730
Navalign LLC
California
$956K +$3.16K +91 +0.3%
BCM
731
Brasada Capital Management
Texas
$955K +$955K +27,540 New
SHA
732
Seneca House Advisors
Virginia
$953K -$17.3K -500 -2%
MWM
733
Mission Wealth Management
California
$950K +$480K +13,859 +102%
LWM
734
Lyell Wealth Management
California
$948K – – –
PAI
735
Pittenger & Anderson Inc
Nebraska
$942K +$4.82K +139 +0.5%
AWA
736
Arkadios Wealth Advisors
Georgia
$934K -$18.5K -533 -2%
DI
737
DFPG Investments
Utah
$929K -$356K -10,282 -28%
BTI
738
Blue Trust Inc
Georgia
$926K +$61.9K +2,010 +7%
TFS
739
Thoroughbred Financial Services
Tennessee
$922K +$1.14K +33 +0.1%
CC
740
Cadinha & Co
Hawaii
$910K – – –
SP
741
Symmetry Partners
Connecticut
$909K -$129K -3,722 -12%
NG
742
Northstar Group
New York
$908K -$11.6K -335 -1%
CIA
743
Concurrent Investment Advisors
Florida
$899K +$899K +25,932 New
SIMG
744
Sonora Investment Management Group
Arizona
$898K -$931K -26,867 -51%
CIAS
745
Capital Investment Advisory Services
North Carolina
$895K -$755K -21,781 -46%
AWE
746
Avidian Wealth Enterprises
Texas
$894K +$35 +1 +0%
OWA
747
Outlook Wealth Advisors
Texas
$894K -$77.6K -2,238 -8%
GBT
748
Grove Bank & Trust
Florida
$890K -$21.8K -630 -2%
QPW
749
Quantum Private Wealth
Florida
$889K – – –
BFM
750
Boston Financial Management
Massachusetts
$888K -$7.32K -211 -0.8%
28 29
30
31 32