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CSX Corp

1,515 hedge funds and large institutions have $47.8B invested in CSX Corp in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 480 increasing their positions, 539 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 97

15% more capital invested

Capital invested by funds: $41.6B → $47.8B (+$6.21B)

5% more funds holding

Funds holding: 1,4401,515 (+75)

0.22% less ownership

Funds ownership: 72.64%72.41% (-0.22%)

11% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 539

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

13% less call options, than puts

Call options by funds: $183M | Put options by funds: $211M

Holders
1,515
Holders Change
+75
Holders Change %
+5.21%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
204
Increased
480
Reduced
539
Closed
97
Calls
$183M
Puts
$211M
Net Calls
-$27.8M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
876
Advisory Alpha
Michigan
$574K +$117K +3,899 +27%
DMBA
877
Deseret Mutual Benefit Administrators
Utah
$574K -$349K -11,599 -39%
HS
878
Horan Securities
United States
$572K +$62.1K +2,064 +13%
LS
879
Livforsakringsbolaget Skandia
Sweden
$570K
WAP
880
Wealthcare Advisory Partners
Pennsylvania
$569K -$187K -6,218 -25%
HCM
881
Hall Capital Management
Rhode Island
$567K +$902 +30 +0.2%
FNBT
882
FineMark National Bank & Trust
Florida
$562K +$3.4K +113 +0.6%
CWP
883
Capital Wealth Planning
Florida
$559K -$42.1K -1,401 -7%
MJRIC
884
Mogy Joel R Investment Counsel
California
$558K -$1.21M -40,400 -69%
BCM
885
Becker Capital Management
Oregon
$554K -$135K -4,500 -20%
BWA
886
Burt Wealth Advisors
Maryland
$554K
NSIM
887
North Star Investment Management
Illinois
$554K +$3.16K +105 +0.6%
FFM
888
Forum Financial Management
Illinois
$553K +$13.6K +451 +3%
BFC
889
Bedel Financial Consulting
Indiana
$549K
GIA
890
Guyasuta Investment Advisors
Pennsylvania
$549K
CAG
891
Crestwood Advisors Group
Massachusetts
$548K -$105K -3,500 -17%
WCM
892
Whitener Capital Management
North Carolina
$547K -$10.5K -349 -2%
CG
893
Caprock Group
Idaho
$547K +$35.3K +1,173 +7%
TWI
894
Thomas White International
Illinois
$546K
RW
895
Rede Wealth
Virginia
$544K -$13.2K -440 -2%
HNWAG
896
High Net Worth Advisory Group
Florida
$539K
TCM
897
Tributary Capital Management
Nebraska
$539K -$15K -500 -3%
PFBT
898
Parkside Financial Bank & Trust
Missouri
$539K +$25.7K +856 +5%
IAMOG
899
Investors Asset Management of Georgia
Georgia
$538K
ADL
900
Asset Dedication LLC
California
$536K -$331 -11 -0.1%

CSX Hedge Fund Activity: Q4 2022 in Review

1,515 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2022, worth a combined $47.8B — up 15% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new CSX positions and 97 closed out — a net gain of 107 holders — while 480 added to existing stakes and 539 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $342M.

  • 1,515 institutional investors held CSX Corp (CSX) as of Q4 2022, up from 1,440 in Q3 2022.
  • Funds reported $47.8B of CSX Corp stock for Q4 2022, up 15% quarter-over-quarter.
  • 204 funds opened new CSX Corp positions in Q4 2022 and 97 closed out, a net change of +107 holders.
  • The largest CSX Corp buyer in Q4 2022 was Viking Global Investors, an estimated $468M added.
  • The largest CSX Corp seller in Q4 2022 was Capital World Investors, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2022.