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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
MAM
1001
McLean Asset Management
Virginia
$482K +$2.75K +78 +0.6%
CICI
1002
Capital Investment Counsel Inc
North Carolina
$481K +$52.9K +1,500 +13%
SBL
1003
Sargent Bickham Lagudis
Colorado
$480K -$42.1K -1,194 -9%
DJSG
1004
D.J. St. Germain
Massachusetts
$480K
BIA
1005
Bigelow Investment Advisors
Maine
$479K -$31.7K -900 -7%
BHTS
1006
Bar Harbor Trust Services
Maine
$479K
IA
1007
IFP Advisors
Florida
$475K -$13.3K -376 -3%
II
1008
Inspire Investing
Idaho
$475K -$2.01K -57 -0.4%
KA
1009
Kovack Advisors
Florida
$473K +$206K +5,848 +87%
SIA
1010
Soltis Investment Advisors
Utah
$471K +$176 +5 +0%
GJIC
1011
Gamble Jones Investment Counsel
California
$469K +$35.3K +1,000 +9%
FCAG
1012
First Capital Advisors Group
New Jersey
$467K +$438K +12,412 New
WIA
1013
Westbourne Investment Advisors
Maryland
$466K
KJWM
1014
Kiley Juergens Wealth Management
Washington
$466K +$35 +1 +0%
SRC
1015
Shufro Rose & Co
New York
$462K -$31.7K -900 -7%
FNWM
1016
Financial Network Wealth Management
Utah
$462K
PAM
1017
PVG Asset Management
Colorado
$460K +$432K +12,238 New
CWS
1018
Confluence Wealth Services
Pennsylvania
$460K +$432K +12,245 New
BTWM
1019
Baker Tilly Wealth Management
Wisconsin
$459K +$91.2K +2,586 +27%
PFS
1020
Prospera Financial Services
Texas
$458K +$68.1K +1,930 +19%
HT
1021
Heritage Trust
Oklahoma
$456K -$1.52K -43 -0.4%
FMTCOCP
1022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$455K +$13.8K +390 +3%
RFA
1023
Reilly Financial Advisors
California
$455K +$15.3K +433 +4%
P
1024
&Partners
Tennessee
$454K
AA
1025
ALPS Advisors
Colorado
$454K +$5.43K +154 +1%

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.