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CSX Corp

1,363 hedge funds and large institutions have $48.8B invested in CSX Corp in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 558 increasing their positions, 425 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 425

5% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 91

0.71% more ownership

Funds ownership: 72.32%73.03% (+0.71%)

1% less funds holding

Funds holding: 1,3781,363 (-15)

7% less capital invested

Capital invested by funds: $52.5B → $48.8B (-$3.71B)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

28% less call options, than puts

Call options by funds: $183M | Put options by funds: $256M

Holders
1,363
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
23.86%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
96
Increased
558
Reduced
425
Closed
91
Calls
$183M
Puts
$256M
Net Calls
-$72.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
951
Formidable Asset Management
Ohio
$393K +$32K +1,000 +8%
SRC
952
Shufro Rose & Co
New York
$393K +$192K +6,000 +83%
SWM
953
Selective Wealth Management
Virginia
$391K +$139K +4,350 +49%
WCM
954
Whitener Capital Management
North Carolina
$390K -$400K -12,485 -74%
IA
955
IFP Advisors
Florida
$390K -$98.5K -3,077 -19%
TIA
956
Tiemann Investment Advisors
California
$390K -$4.61K -144 -1%
MWM
957
Mission Wealth Management
California
$390K +$3.75K +117 +0.9%
ACS
958
Archford Capital Strategies
Illinois
$390K +$6.53K +204 +2%
BHIC
959
Bassett Hargrove Investment Counsel
Delaware
$385K
MFG
960
MidWestOne Financial Group
Iowa
$383K +$413K +12,894 New
Los Angeles Capital Management
961
Los Angeles Capital Management
California
$380K -$2.09M -65,126 -84%
DJSG
962
D.J. St. Germain
Massachusetts
$380K
CL
963
CPWM LLC
Washington
$379K -$384 -12 -0.1%
BHTS
964
Bar Harbor Trust Services
Maine
$379K
TU
965
TDAM USA
Ontario, Canada
$379K
WAP
966
Wealthcare Advisory Partners
Pennsylvania
$378K +$135K +4,227 +50%
II
967
Inspire Investing
Idaho
$377K -$4.9M -152,936 -92%
EDRIA
968
Edmonds Duncan Registered Investment Advisors
Kansas
$375K
SIA
969
Soltis Investment Advisors
Utah
$373K +$5.06K +158 +1%
TCOT
970
Trust Company of Toledo
Ohio
$373K +$265K +8,271 +194%
KWA
971
KCS Wealth Advisory
California
$372K -$5.12K -160 -1%
KJWM
972
Kiley Juergens Wealth Management
Washington
$368K -$183K -5,716 -32%
WIA
973
Westbourne Investment Advisors
Maryland
$368K
AA
974
Advisory Alpha
Michigan
$368K +$352 +11 +0.1%
FNWM
975
Financial Network Wealth Management
Utah
$366K

CSX Hedge Fund Activity: Q3 2021 in Review

1,363 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2021, worth a combined $48.8B — down 7.1% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CSX positions and 91 closed out — a net gain of 5 holders — while 558 added to existing stakes and 425 trimmed.

The largest buyer was Northern Trust, adding an estimated $348M. The largest seller was Capital Research Global Investors, cutting an estimated $227M.

  • 1,363 institutional investors held CSX Corp (CSX) as of Q3 2021, down from 1,378 in Q2 2021.
  • Funds reported $48.8B of CSX Corp stock for Q3 2021, down 7.1% quarter-over-quarter.
  • 96 funds opened new CSX Corp positions in Q3 2021 and 91 closed out, a net change of +5 holders.
  • The largest CSX Corp buyer in Q3 2021 was Northern Trust, an estimated $348M added.
  • The largest CSX Corp seller in Q3 2021 was Capital Research Global Investors, an estimated $227M sold.

Based on aggregated 13F filings for Q3 2021.