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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
MCM
951
Magnolia Capital Management
New York
$560K
TGAM
952
TBH Global Asset Management
Tennessee
$560K
NB
953
NBT Bank
New York
$559K -$24.9K -705 -5%
BSB
954
Bangor Savings Bank
Maine
$557K
CP
955
Covenant Partners
Tennessee
$556K
APP
956
Avantax Planning Partners
Iowa
$552K
CCA
957
Cobblestone Capital Advisors
New York
$552K
GIA
958
Gladstone Institutional Advisory
Florida
$551K -$51.8K -1,469 -9%
HIC
959
Holderness Investments Company
North Carolina
$546K -$41.4K -1,175 -7%
AAM
960
Advisors Asset Management
Colorado
$542K +$492K +13,956 +3,088%
DPI
961
Diversified Portfolios Inc
Michigan
$541K
FA
962
FC Advisory
Pennsylvania
$541K
NB
963
Northwest Bancshares
Pennsylvania
$540K -$12.3K -350 -2%
PFBT
964
Parkside Financial Bank & Trust
Missouri
$539K -$75.2K -2,133 -13%
OLA
965
Oliver Luxxe Assets
New Jersey
$539K
GCM
966
Gables Capital Management
Florida
$536K
MCM
967
Marathon Capital Management
Maryland
$535K -$289K -8,190 -37%
FA
968
Faithward Advisors
Pennsylvania
$535K
PP
969
Patten & Patten
Tennessee
$535K
EWM
970
Evercore Wealth Management
New York
$534K
HIC
971
Harvey Investment Company
Kentucky
$526K
ERSOT
972
Employees Retirement System of Texas
Texas
$526K +$494K +14,000 New
1WA
973
180 Wealth Advisors
Washington
$525K -$36.9K -1,046 -6%
FLPIM
974
F.L. Putnam Investment Management
Massachusetts
$525K -$15.7K -445 -3%
1SB
975
1ST Source Bank
Indiana
$525K

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.