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
MGIA
751
Moneta Group Investment Advisors
Missouri
$972K +$169K +4,802 +23%
BBPWM
752
Blue Bell Private Wealth Management
Pennsylvania
$971K +$911K +25,825 New
WWM
753
Western Wealth Management
Colorado
$970K +$903K +25,620 New
EFM
754
E Fund Management
China
$969K -$17.8K -506 -2%
VI
755
Versor Investments
New York
$968K +$908K +25,738 New
LWM
756
Lyell Wealth Management
California
$966K -$19.7K -558 -2%
FB
757
Fulton Bank
Pennsylvania
$966K +$2.33K +66 +0.3%
SB
758
Simmons Bank
Arkansas
$964K -$5.22K -148 -0.6%
BTW
759
Boston Trust Walden
Massachusetts
$964K +$540K +15,299 +148%
QPW
760
Quantum Private Wealth
Florida
$964K +$905K +25,656 New
RE
761
RBC Europe
United Kingdom
$962K +$751K +21,296 +495%
KIA
762
KCM Investment Advisors
California
$958K +$155K +4,395 +21%
MPWT
763
MassMutual Private Wealth & Trust
Connecticut
$957K +$784K +22,232 +693%
FNFDCM
764
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$951K +$152K +4,303 +20%
AFM
765
Abbot Financial Management
Massachusetts
$948K -$36.9K -1,045 -4%
CWM
766
Connecticut Wealth Management
Connecticut
$945K +$599 +17 +0.1%
CA
767
CoreCap Advisors
Michigan
$940K +$881K +24,993 New
RSWM
768
Robertson Stephens Wealth Management
California
$939K +$174K +4,924 +25%
SG
769
StoneX Group
New York
$936K +$15.5K +440 +2%
CT
770
Chicago Trust
Illinois
$916K +$26.3K +746 +3%
CAG
771
Crestwood Advisors Group
Massachusetts
$916K +$859K +24,363 New
BAM
772
Belpointe Asset Management
Nevada
$911K +$25.3K +717 +3%
CPO
773
Cerity Partners OCIO
New York
$911K +$68.6K +1,944 +9%
CCB
774
Cutter & Co Brokerage
Missouri
$906K -$45.6K -1,292 -5%
ST
775
Smithfield Trust
Pennsylvania
$903K

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.