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CSX Corp

1,363 hedge funds and large institutions have $48.8B invested in CSX Corp in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 558 increasing their positions, 425 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 425

5% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 91

0.71% more ownership

Funds ownership: 72.32%73.03% (+0.71%)

1% less funds holding

Funds holding: 1,3781,363 (-15)

7% less capital invested

Capital invested by funds: $52.5B → $48.8B (-$3.71B)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

28% less call options, than puts

Call options by funds: $183M | Put options by funds: $256M

Holders
1,363
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
23.86%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
96
Increased
558
Reduced
425
Closed
91
Calls
$183M
Puts
$256M
Net Calls
-$72.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1026
Spreng Capital Management
Ohio
$317K
CT
1027
Cambridge Trust
Massachusetts
$316K
CAAS
1028
Capital Asset Advisory Services
Michigan
$316K
KCA
1029
Karn Couzens & Associates
Connecticut
$316K +$340K +10,617 New
WBC
1030
West Branch Capital
Massachusetts
$314K +$833 +26 +0.2%
IMOV
1031
Investment Management of Virginia
Virginia
$312K
CPIG
1032
Chicago Partners Investment Group
Illinois
$312K +$1.5K +47 +0.5%
PCA
1033
Personal Capital Advisors
California
$312K +$69.5K +2,172 +26%
SWM
1034
Spire Wealth Management
Virginia
$310K -$295K -9,215 -47%
DT
1035
Diversified Trust
Tennessee
$310K +$47.2K +1,474 +16%
PWM
1036
Perigon Wealth Management
California
$308K -$9.41K -294 -3%
BTW
1037
Boston Trust Walden
Massachusetts
$308K +$9.41K +294 +3%
CTC
1038
Central Trust Company
Missouri
$307K +$35.1K +1,095 +12%
DAS
1039
Dynamic Advisor Solutions
Arizona
$307K +$80K +2,499 +32%
NSB
1040
Norway Savings Bank
Maine
$306K
PFS
1041
Prospera Financial Services
Texas
$305K -$43K -1,344 -12%
FPFS
1042
First Personal Financial Services
North Carolina
$304K
NFC
1043
Northeast Financial Consultants
Connecticut
$303K
PBC
1044
Pavion Blue Capital
California
$302K
EWM
1045
Evermay Wealth Management
Virginia
$301K -$50.1K -1,566 -13%
ACM
1046
Allred Capital Management
Texas
$300K -$90.6K -2,829 -22%
WP
1047
WealthSource Partners
California
$300K +$114K +3,567 +55%
BCA
1048
Berman Capital Advisors
Georgia
$299K +$117K +3,643 +57%
WA
1049
WestEnd Advisors
North Carolina
$297K
NA
1050
Navellier & Associates
Nevada
$297K +$3.2K +100 +1%

CSX Hedge Fund Activity: Q3 2021 in Review

1,363 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2021, worth a combined $48.8B — down 7.1% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CSX positions and 91 closed out — a net gain of 5 holders — while 558 added to existing stakes and 425 trimmed.

The largest buyer was Northern Trust, adding an estimated $348M. The largest seller was Capital Research Global Investors, cutting an estimated $227M.

  • 1,363 institutional investors held CSX Corp (CSX) as of Q3 2021, down from 1,378 in Q2 2021.
  • Funds reported $48.8B of CSX Corp stock for Q3 2021, down 7.1% quarter-over-quarter.
  • 96 funds opened new CSX Corp positions in Q3 2021 and 91 closed out, a net change of +5 holders.
  • The largest CSX Corp buyer in Q3 2021 was Northern Trust, an estimated $348M added.
  • The largest CSX Corp seller in Q3 2021 was Capital Research Global Investors, an estimated $227M sold.

Based on aggregated 13F filings for Q3 2021.