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CSX Corp

1,515 hedge funds and large institutions have $47.8B invested in CSX Corp in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 480 increasing their positions, 539 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 97

15% more capital invested

Capital invested by funds: $41.6B → $47.8B (+$6.21B)

5% more funds holding

Funds holding: 1,4401,515 (+75)

0.22% less ownership

Funds ownership: 72.64%72.41% (-0.22%)

11% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 539

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

13% less call options, than puts

Call options by funds: $183M | Put options by funds: $211M

Holders
1,515
Holders Change
+75
Holders Change %
+5.21%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
204
Increased
480
Reduced
539
Closed
97
Calls
$183M
Puts
$211M
Net Calls
-$27.8M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1001
Dimensional Fund Advisors
Texas
$410K -$42.1M -1,399,678 -10%
IFG
1002
Independent Financial Group
California
$410K -$12.3K -410 -3%
CCB
1003
Cutter & Co Brokerage
Missouri
$409K -$11.2K -371 -3%
MWM
1004
Mission Wealth Management
California
$407K -$21.3K -707 -5%
CFB
1005
Cullen/Frost Bankers
Texas
$406K -$12.2K -405 -3%
EM
1006
Excalibur Management
Massachusetts
$405K
RFP
1007
RCS Financial Planning
Maryland
$404K +$392K +13,044 New
BOH
1008
Bank of Hawaii
Hawaii
$403K
CF
1009
Centaurus Financial
California
$402K -$9.38K -312 -2%
OFS
1010
OneAscent Financial Services
Alabama
$400K +$50.3K +1,671 +15%
BIA
1011
Bigelow Investment Advisors
Maine
$395K -$27.1K -900 -7%
SC
1012
Sepio Capital
Utah
$394K +$26.1K +869 +7%
SIA
1013
Soltis Investment Advisors
Utah
$394K +$1.9K +63 +0.5%
MWM
1014
Meridian Wealth Management
Kentucky
$393K +$7.97K +265 +2%
IA
1015
IFG Advisory
Georgia
$393K -$271K -9,027 -42%
JIC
1016
Joel Isaacson & Co
New York
$392K +$21.8K +725 +6%
AAG
1017
Armstrong Advisory Group
Massachusetts
$391K +$380K +12,627 New
EDRIA
1018
Edmonds Duncan Registered Investment Advisors
Kansas
$390K
FFA
1019
Founders Financial Alliance
North Carolina
$389K +$22K +731 +6%
GCP
1020
GSA Capital Partners
United Kingdom
$388K -$827K -27,494 -69%
GJIC
1021
Gamble Jones Investment Counsel
California
$386K
BDF
1022
Black Diamond Financial
Maryland
$385K
II
1023
Inspire Investing
Idaho
$385K +$5.68K +189 +2%
WIA
1024
Westbourne Investment Advisors
Maryland
$384K
FCAG
1025
First Capital Advisors Group
New Jersey
$382K +$481 +16 +0.1%

CSX Hedge Fund Activity: Q4 2022 in Review

1,515 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2022, worth a combined $47.8B — up 15% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new CSX positions and 97 closed out — a net gain of 107 holders — while 480 added to existing stakes and 539 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $342M.

  • 1,515 institutional investors held CSX Corp (CSX) as of Q4 2022, up from 1,440 in Q3 2022.
  • Funds reported $47.8B of CSX Corp stock for Q4 2022, up 15% quarter-over-quarter.
  • 204 funds opened new CSX Corp positions in Q4 2022 and 97 closed out, a net change of +107 holders.
  • The largest CSX Corp buyer in Q4 2022 was Viking Global Investors, an estimated $468M added.
  • The largest CSX Corp seller in Q4 2022 was Capital World Investors, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2022.