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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
SSWM
951
Smith Salley Wealth Management
North Carolina
$471K -$12.7K -400 -3%
CS
952
Crescent Sterling
Louisiana
$470K -$55.5K -1,751 -10%
VFP
953
Verus Financial Partners
Virginia
$470K -$371K -11,712 -44%
SC
954
SRB Corp
Massachusetts
$469K +$46.6K +1,470 +11%
MCWS
955
McKinley Carter Wealth Services
West Virginia
$468K -$31.4K -992 -6%
CAAS
956
Capital Asset Advisory Services
Michigan
$466K +$26.9K +849 +6%
PTP
957
Platform Technology Partners
New York
$466K -$15.8K -500 -3%
GIM
958
Greylin Investment Management
Virginia
$464K
CWM
959
Castle Wealth Management
Florida
$463K +$181K +5,703 +61%
LSV Asset Management
960
LSV Asset Management
Illinois
$461K
MCM
961
Magnolia Capital Management
New York
$458K
V
962
ViaWealth
Kansas
$457K -$792 -25 -0.2%
BSB
963
Bangor Savings Bank
Maine
$455K -$1.43K -45 -0.3%
CCM
964
Canal Capital Management
Virginia
$454K
STA
965
Summit Trail Advisors
New York
$453K +$13.2K +417 +3%
MWM
966
Meritas Wealth Management
California
$452K
FTWA
967
Fifth Third Wealth Advisors
Ohio
$451K +$126K +3,978 +37%
RZH
968
Relyea Zuckerberg Hanson
Connecticut
$451K +$12.5K +393 +3%
NB
969
NBT Bank
New York
$451K -$11.4K -360 -2%
TIA
970
Traphagen Investment Advisors
New Jersey
$447K -$94.8K -2,991 -17%
SOAG
971
Silver Oak Advisory Group
Oregon
$447K +$266K +8,388 +136%
CAMG
972
CWA Asset Management Group
Florida
$447K +$79.6K +2,512 +21%
EWM
973
Evercore Wealth Management
New York
$445K -$14.2K -448 -3%
WWA
974
WCG Wealth Advisors
Nevada
$444K +$115K +3,626 +34%
MCM
975
Manchester Capital Management
Vermont
$443K -$95 -3 -0%

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.