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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
LWM
851
Laidlaw Wealth Management
New York
$740K +$694K +19,685 New
SW
852
SlateStone Wealth
Florida
$739K
PGWM
853
Pitti Group Wealth Management
New York
$739K +$693K +19,647 New
IWC
854
Integrated Wealth Concepts
Massachusetts
$736K -$88.8K -2,517 -11%
GG
855
Gofen & Glossberg
Illinois
$733K -$3.81K -108 -0.6%
ST
856
Sabal Trust
Florida
$733K
HBT
857
Heartland Bank & Trust
Illinois
$733K +$688K +19,498 New
SAM
858
Secure Asset Management
Michigan
$730K +$705 +20 +0.1%
TCM
859
Tributary Capital Management
Nebraska
$729K -$21.2K -600 -3%
GSWM
860
Golden State Wealth Management
California
$728K +$300K +8,520 +79%
MGP
861
Metis Global Partners
California
$728K +$683K +19,358 New
BCM
862
Becker Capital Management
Oregon
$725K -$11.1K -315 -2%
WAP
863
Wealthcare Advisory Partners
Pennsylvania
$724K +$231K +6,538 +51%
CA
864
Cornerstone Advisory
Maryland
$719K +$115K +3,265 +21%
GAMC
865
Garner Asset Management Corp
Texas
$718K
CAC
866
Certified Advisory Corp
Florida
$717K +$1.2K +34 +0.2%
NB
867
Nicolet Bankshares
Wisconsin
$713K -$12.6K -357 -2%
SM
868
Sciencast Management
New Jersey
$713K +$662K +18,786 New
LWMG
869
Levy Wealth Management Group
Pennsylvania
$711K +$776 +22 +0.1%
PIP
870
Peachtree Investment Partners
Florida
$710K +$18K +510 +3%
BCA
871
Bay Colony Advisors
Massachusetts
$710K +$19.7K +560 +3%
MAG
872
Mayfair Advisory Group
Alabama
$708K
B
873
Barings
North Carolina
$701K -$60.7K -1,722 -8%
DT
874
Diversified Trust
Tennessee
$699K +$288K +8,176 +78%
FWM
875
Frontier Wealth Management
Missouri
$696K +$186K +5,264 +40%

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.