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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
FNWM
1026
Financial Network Wealth Management
Utah
$381K
AFT
1027
Alpha Family Trust
California
$380K +$369K +12,270 New
FAM
1028
Formidable Asset Management
Ohio
$379K
FIB
1029
First Interstate Bank
Montana
$377K
JWM
1030
Jackson Wealth Management
Florida
$376K -$2.61M -86,717 -88%
SRC
1031
Shufro Rose & Co
New York
$376K
KWA
1032
KCS Wealth Advisory
California
$376K -$3.43K -114 -0.9%
FA
1033
Fagan Associates
New York
$376K
HFP
1034
Holistic Financial Partners
Indiana
$375K +$364K +12,114 New
LA
1035
Latitude Advisors
Florida
$375K +$60 +2 +0%
BHIC
1036
Bassett Hargrove Investment Counsel
Delaware
$375K
EIP
1037
Epoch Investment Partners
New York
$375K -$3.79K -126 -1%
SFA
1038
Souders Financial Advisors
Ohio
$373K +$7.37K +245 +2%
AAS
1039
Ameritas Advisory Services
Nebraska
$372K -$10.5K -348 -3%
Luther King Capital Management (LKCM)
1040
Luther King Capital Management (LKCM)
Texas
$371K -$60 -2 -0%
KIA
1041
KCM Investment Advisors
California
$370K -$60.1K -2,000 -14%
HG
1042
Harbor Group
New Hampshire
$368K +$241 +8 +0.1%
SBL
1043
Sargent Bickham Lagudis
Colorado
$367K
GP
1044
Girard Partners
Pennsylvania
$366K +$52.6K +1,749 +17%
9WM
1045
9258 Wealth Management
Ohio
$365K +$44K +1,462 +14%
FMLI
1046
Fukoku Mutual Life Insurance
Japan
$364K
VAS
1047
Vestmark Advisory Solutions
Massachusetts
$363K +$7.16K +238 +2%
FMTCOCP
1048
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$362K
JWCA
1049
J.W. Cole Advisors
Florida
$360K +$16.8K +557 +5%
BIA
1050
Barry Investment Advisors
Massachusetts
$360K +$1.05K +35 +0.3%

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.