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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
IAN
926
Integrated Advisors Network
Texas
$501K -$1.84K -58 -0.4%
EAM
927
Eagle Asset Management
Florida
$499K +$82.3K +2,597 +19%
MIM
928
Morningstar Investment Management
Illinois
$498K
ITIM
929
Indiana Trust & Investment Management
Indiana
$496K
PIFP
930
Partners in Financial Planning
Virginia
$496K
DMBA
931
Deseret Mutual Benefit Administrators
Utah
$495K -$55.8K -1,762 -10%
APP
932
Avantax Planning Partners
Iowa
$493K +$71.4K +2,253 +16%
WWP
933
Waypoint Wealth Partners
California
$493K
WAM
934
Wolverine Asset Management
Illinois
$492K +$31.7K +1,000 +7%
IW
935
Imprint Wealth
South Carolina
$492K +$112K +3,524 +28%
B
936
Bailard
California
$491K
ILI
937
Invesco LLC (Illinois)
Illinois
$489K -$9.7K -306 -2%
NIM
938
Nexus Investment Management
Ontario, Canada
$487K
HFM
939
Harvest Fund Management
China
$486K +$121K +3,829 +32%
PWPS
940
Pinnacle Wealth Planning Services
Ohio
$485K +$28.5K +900 +6%
VCP
941
Verus Capital Partners
Arizona
$483K +$1.77K +56 +0.4%
JWM
942
JGP Wealth Management
Oregon
$478K -$127 -4 -0%
NCM
943
NCM Capital Management
New Jersey
$475K +$4.63K +146 +1%
SSC
944
Syverson Strege & Co
Iowa
$475K +$2.09K +66 +0.4%
FNBT
945
FineMark National Bank & Trust
Florida
$474K +$53.5K +1,688 +12%
RMDI
946
R.M. Davis Inc
Maine
$474K
FCBT
947
First Citizens Bank & Trust
North Carolina
$473K -$33.6K -1,062 -6%
FFWA
948
FRG Family Wealth Advisors
Washington
$472K -$3.8K -120 -0.8%
PWP
949
Principle Wealth Partners
Connecticut
$471K
JFG
950
Jefferies Financial Group
New York
$471K +$485K +15,306 New

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.