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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
RCM
976
Raleigh Capital Management
North Carolina
$443K +$12.8K +404 +3%
PFA
977
Pathway Financial Advisers
Indiana
$443K +$456K +14,408 New
FA
978
FC Advisory
Pennsylvania
$443K
SP
979
Successful Portfolios
Florida
$441K +$634 +20 +0.1%
LFAS
980
Level Four Advisory Services
Texas
$441K +$31.7K +1,001 +8%
HC
981
Hendley & Co
Ohio
$440K +$53.9K +1,700 +13%
BCM
982
Becker Capital Management
Oregon
$437K
1SB
983
1ST Source Bank
Indiana
$436K
SIP
984
Stoneridge Investment Partners
Pennsylvania
$436K +$449K +14,176 New
TFA
985
Triad Financial Advisors
North Carolina
$435K +$9.82K +310 +2%
HCS
986
Himension Capital (Singapore)
Singapore
$435K +$448K +14,137 New
JWCA
987
J.W. Cole Advisors
Florida
$435K +$29.1K +920 +7%
APA
988
Astoria Portfolio Advisors
New York
$434K +$11.1K +349 +2%
HSA
989
HBK Sorce Advisory
Pennsylvania
$433K +$3.55K +112 +0.8%
WA
990
Waverly Advisors
Alabama
$432K +$7.41K +234 +2%
BA
991
Bridgewater Advisors
New York
$432K +$2.03K +64 +0.5%
MCM
992
Marathon Capital Management
Maryland
$432K
AOWM
993
Alpha Omega Wealth Management
Virginia
$432K -$55.9K -1,765 -11%
SWM
994
Sendero Wealth Management
Texas
$431K
EHC
995
Everett Harris & Co
California
$431K -$36.9K -1,164 -8%
BOPW
996
Brandywine Oak Private Wealth
Pennsylvania
$430K -$73K -2,303 -14%
BDF
997
Black Diamond Financial
Maryland
$430K +$49.3K +1,557 +13%
HIC
998
Harvey Investment Company
Kentucky
$430K
HHAM
999
HITE Hedge Asset Management
Massachusetts
$429K -$5.53M -174,678 -93%
BTWM
1000
Baker Tilly Wealth Management
Wisconsin
$424K -$9.28K -293 -2%

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.