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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
CGL
776
Clarius Group LLC
Washington
$726K -$206K -6,510 -22%
RMC
777
Resources Management Corp
Connecticut
$726K -$9.98K -315 -1%
WTB
778
Washington Trust Bank
Washington
$724K
FCM
779
Fortis Capital Management
Washington
$722K +$744K +23,480 New
WP
780
WMS Partners
Maryland
$720K -$5.07K -160 -0.7%
PTB
781
Pioneer Trust Bank
Oregon
$719K
FFA
782
Fragasso Financial Advisors
Pennsylvania
$714K -$19.5K -615 -3%
CF
783
Centaurus Financial
California
$709K +$86.4K +2,726 +13%
VEA
784
Virtus ETF Advisers
New York
$708K +$729K +23,010 New
MGIA
785
Moneta Group Investment Advisors
Missouri
$707K +$10.1K +318 +1%
MWM
786
Meridian Wealth Management
Kentucky
$706K +$344K +10,862 +90%
EIA
787
Edgemoor Investment Advisors
Maryland
$703K
CWM
788
Connecticut Wealth Management
Connecticut
$703K -$19.8K -625 -3%
BL
789
Balentine LLC
Georgia
$694K -$27.7K -875 -4%
BCM
790
Brookstone Capital Management
Illinois
$693K -$34.5K -1,089 -5%
BBPWM
791
Blue Bell Private Wealth Management
Pennsylvania
$693K
WF
792
Welch & Forbes
Massachusetts
$691K +$3.8K +120 +0.5%
DTC
793
Davidson Trust Company
Washington
$689K
CT
794
Colonial Trust
South Carolina
$688K -$6.78K -214 -0.9%
PBO
795
Peoples Bank (Ohio)
Ohio
$687K -$7.45K -235 -1%
SCA
796
Snowden Capital Advisors
New York
$687K -$107K -3,390 -13%
VI
797
Versor Investments
New York
$687K -$180K -5,695 -20%
DWP
798
Daymark Wealth Partners
Ohio
$686K +$134K +4,219 +23%
SMH
799
Sanders Morris Harris
Texas
$681K
PWW
800
Pettyjohn Wood & White
Virginia
$680K +$17.6K +554 +3%

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.