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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
SBIA
801
Sheaff Brock Investment Advisors
Indiana
$826K -$992K -28,128 -56%
Federated Hermes
802
Federated Hermes
Pennsylvania
$825K -$146K -4,136 -16%
CCM
803
Covington Capital Management
California
$821K
RPC
804
Rossmore Private Capital
Connecticut
$821K
WF
805
Welch & Forbes
Massachusetts
$818K -$123K -3,500 -14%
DTC
806
Davidson Trust Company
Washington
$818K -$6.7K -190 -0.9%
BHBT
807
Burke & Herbert Bank & Trust
Virginia
$817K
NP
808
Ninepoint Partners
Ontario, Canada
$817K
SWA
809
Stratos Wealth Advisors
Ohio
$813K +$66.5K +1,885 +10%
RCAG
810
Rehmann Capital Advisory Group
Michigan
$812K -$25.5K -723 -3%
PIMG
811
Patriot Investment Management Group
Tennessee
$812K -$34.7K -985 -4%
LA
812
Lakeside Advisors
Washington
$812K +$762K +21,600 New
SAA
813
Southeast Asset Advisors
Georgia
$810K -$952 -27 -0.1%
EFG
814
Everhart Financial Group
Ohio
$809K +$37.8K +1,071 +5%
PWW
815
Pettyjohn Wood & White
Virginia
$808K -$84.3K -2,390 -10%
CFGS
816
Concourse Financial Group Securities
Alabama
$799K +$26.1K +740 +4%
KC
817
Kenfarb & Co
Kentucky
$799K +$749K +21,250 New
EMG
818
ETF Managers Group
New Jersey
$796K +$35.8K +1,014 +5%
OL
819
Optas LLC
Texas
$791K
BAM
820
Brave Asset Management
New Jersey
$789K -$10.6K -300 -1%
NCM
821
New Capital Management
Texas
$788K
CC
822
Courier Capital
New York
$786K
DWA
823
Douglass Winthrop Advisors
New York
$786K
SIG
824
Stonegate Investment Group
Alabama
$786K +$737K +20,907 New
TAM
825
Tocqueville Asset Management
New York
$782K

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.