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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
IWA
976
IVC Wealth Advisors
Pennsylvania
$522K -$45.5K -1,290 -9%
TFA
977
Triad Financial Advisors
North Carolina
$522K +$489K +13,878 New
JC
978
JB Capital
Connecticut
$520K +$54K +1,531 +12%
GP
979
Girard Partners
Pennsylvania
$520K +$3.67K +104 +0.8%
MPIA
980
Mountain Pacific Investment Advisers
Idaho
$519K
VCM
981
Vigilant Capital Management
Maine
$519K
CCM
982
Compton Capital Management
Rhode Island
$515K -$38.8K -1,100 -7%
EWM
983
Empirical Wealth Management
Washington
$510K -$69.4K -1,967 -13%
BA
984
Bridgewater Advisors
New York
$510K -$529 -15 -0.1%
CCM
985
Canal Capital Management
Virginia
$506K +$53.9K +1,528 +13%
TU
986
TDAM USA
Ontario, Canada
$505K +$24.9K +706 +6%
CG
987
Caprock Group
Idaho
$504K -$49.3K -1,398 -9%
MWM
988
Mission Wealth Management
California
$504K +$9.8K +278 +2%
NL
989
NWAM LLC
Washington
$503K -$97.2K -2,756 -17%
Lido Advisors
990
Lido Advisors
California
$503K +$41.8K +1,185 +10%
SFA
991
Sequoia Financial Advisors
Ohio
$502K +$471K +13,357 New
TNBTD
992
Trustmark National Bank Trust Department
Mississippi
$499K
FAM
993
Formidable Asset Management
Ohio
$497K
Members Trust
994
Members Trust
Florida
$496K
TIA
995
Tiemann Investment Advisors
California
$493K +$176 +5 +0%
PA
996
Parallel Advisors
California
$490K -$278K -7,879 -38%
ACS
997
Archford Capital Strategies
Illinois
$488K -$4.97K -141 -1%
MFG
998
MidWestOne Financial Group
Iowa
$485K
KWA
999
KCS Wealth Advisory
California
$485K +$13.2K +375 +3%
GIM
1000
Goelzer Investment Management
Indiana
$483K -$112K -3,190 -20%

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.