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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
IIC
851
Integrated Investment Consultants
Michigan
$605K -$4.28K -135 -0.7%
CCA
852
Cobblestone Capital Advisors
New York
$604K +$69.7K +2,200 +13%
SW
853
SlateStone Wealth
Florida
$600K
MAG
854
Mayfair Advisory Group
Alabama
$596K -$2.44K -77 -0.4%
EFMC
855
Empire Financial Management Company
New York
$591K
AP
856
Advisors Preferred
Maryland
$591K +$613K +19,345 New
VSQM
857
V-Square Quantitative Management
Illinois
$589K +$230K +7,267 +61%
MHS
858
M Holdings Securities
Oregon
$588K +$606K +19,118 New
CAC
859
Certified Advisory Corp
Florida
$588K +$2.31K +73 +0.4%
BA
860
Bristlecone Advisors
Washington
$586K -$9K -284 -1%
WCM
861
Whitener Capital Management
North Carolina
$585K +$41.7K +1,317 +7%
MCCA
862
Mill Creek Capital Advisors
Pennsylvania
$585K -$53.7K -1,696 -8%
GFP
863
Gryphon Financial Partners
Ohio
$584K +$2.82K +89 +0.5%
GVAG
864
Great Valley Advisor Group
Delaware
$583K +$7K +221 +1%
NB
865
Nicolet Bankshares
Wisconsin
$583K
LWMG
866
Levy Wealth Management Group
Pennsylvania
$583K
Credit Agricole
867
Credit Agricole
France
$580K +$580K +18,315 +3,265%
WAP
868
Wealthcare Advisory Partners
Pennsylvania
$578K -$15.6K -491 -3%
DWT
869
Dorsey & Whitney Trust
South Dakota
$578K +$66.2K +2,089 +13%
SGK
870
Steigerwald Gordon & Koch
Virginia
$574K +$32 +1 +0%
LOAMS
871
Lombard Odier Asset Management (Switzerland)
Switzerland
$572K
PWG
872
Portside Wealth Group
Utah
$571K +$3.77K +119 +0.6%
PA
873
PFG Advisors
Arizona
$569K -$132K -4,168 -18%
DSC
874
Duncker Streett & Co
Missouri
$569K
AP
875
Appleton Partners
Massachusetts
$566K

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.