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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
AAG
1001
Armstrong Advisory Group
Massachusetts
$424K +$37.2K +1,175 +9%
MPIA
1002
Mountain Pacific Investment Advisers
Idaho
$424K
IA
1003
IFP Advisors
Florida
$422K -$1.14K -36 -0.3%
IA
1004
IFG Advisory
Georgia
$422K +$285 +9 +0.1%
CCS
1005
Concentric Capital Strategies
Connecticut
$420K +$433K +13,658 New
EM
1006
ELCO Management
New York
$420K +$82.1K +2,592 +23%
CWM
1007
Chronos Wealth Management
Florida
$420K +$134K +4,225 +45%
1WA
1008
180 Wealth Advisors
Washington
$418K -$444 -14 -0.1%
MWM
1009
Mission Wealth Management
California
$417K -$23.3K -736 -5%
MFG
1010
Merit Financial Group
Georgia
$416K +$76.8K +2,425 +22%
MSAM
1011
Moloney Securities Asset Management
Missouri
$416K -$87.4K -2,760 -17%
MAM
1012
McLean Asset Management
Virginia
$410K -$475 -15 -0.1%
LA
1013
Latitude Advisors
Florida
$404K +$30.6K +967 +8%
OLA
1014
Oliver Luxxe Assets
New Jersey
$402K
JIC
1015
Joel Isaacson & Co
New York
$402K +$349 +11 +0.1%
CFO
1016
Collective Family Office
Pennsylvania
$401K -$33.1K -1,045 -7%
RFP
1017
RCS Financial Planning
Maryland
$401K -$158 -5 -0%
HIC
1018
Holderness Investments Company
North Carolina
$400K -$12K -378 -3%
GCM
1019
Gables Capital Management
Florida
$398K
DJSG
1020
D.J. St. Germain
Massachusetts
$397K +$19K +600 +5%
SC
1021
Sepio Capital
Utah
$396K +$1.27K +40 +0.3%
BIA
1022
Bigelow Investment Advisors
Maine
$392K
SCP
1023
Shorepoint Capital Partners
Massachusetts
$392K -$432K -13,650 Closed
CWS
1024
Confluence Wealth Services
Pennsylvania
$388K +$34.5K +1,090 +9%
CA
1025
Continuum Advisory
Idaho
$388K +$4.75K +150 +1%

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.