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CSX Corp

1,377 hedge funds and large institutions have $54.1B invested in CSX Corp in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 478 increasing their positions, 481 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 88

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

1% more funds holding

Funds holding: 1,3591,377 (+18)

5% more capital invested

Capital invested by funds: $51.7B → $54.1B (+$2.42B)

1% less repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 481

9% less call options, than puts

Call options by funds: $254M | Put options by funds: $280M

1.94% less ownership

Funds ownership: 223.49%221.55% (-1.9%)

Holders
1,377
Holders Change
+18
Holders Change %
+1.32%
% of All Funds
24.18%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.39%
New
116
Increased
478
Reduced
481
Closed
88
Calls
$254M
Puts
$280M
Net Calls
-$26.1M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
1051
Jupiter Asset Management
United Kingdom
$301K -$458K -14,997 -62%
LSPW
1052
Lake Street Private Wealth
Illinois
$301K -$7.33K -240 -2%
JF
1053
Jump Financial
Illinois
$300K -$82.3K -2,697 -22%
AIM
1054
Alhambra Investment Management
Florida
$300K +$5.49K +180 +2%
TFS
1055
TrustCore Financial Services
Tennessee
$299K -$28.6K -936 -9%
IIC
1056
Ironwood Investment Counsel
Arizona
$299K
Luther King Capital Management (LKCM)
1057
Luther King Capital Management (LKCM)
Texas
$299K +$68.8K +2,253 +32%
CPIG
1058
Chicago Partners Investment Group
Illinois
$298K -$5.95K -195 -2%
SIA
1059
Soltis Investment Advisors
Utah
$297K +$1.01K +33 +0.4%
CA
1060
Continuum Advisory
Idaho
$297K +$14.7K +480 +6%
MMA
1061
Miracle Mile Advisors
California
$295K -$2.93K -96 -1%
SRC
1062
Shufro Rose & Co
New York
$295K +$280K +9,171 New
CWM
1063
Collaborative Wealth Management
Florida
$295K +$722K +23,640 New
Lido Advisors
1064
Lido Advisors
California
$294K -$57.9K -1,896 -17%
SPWG
1065
Sage Private Wealth Group
Illinois
$293K
GIM
1066
Greylin Investment Management
Virginia
$290K -$5.04K -165 -2%
RIA
1067
Realta Investment Advisors
Delaware
$290K +$59.9K +1,962 +28%
JIC
1068
Joel Isaacson & Co
New York
$290K +$276K +9,033 New
BC
1069
Burleson & Co
California
$289K
CCG
1070
Ceeto Capital Group
Florida
$289K
HFA
1071
High Falls Advisors
New York
$289K
IA
1072
IFG Advisors
Missouri
$289K
TSW
1073
Thompson Siegel & Walmsley
Virginia
$289K +$2.02K +66 +0.7%
MCC
1074
Money Concepts Capital
Florida
$285K +$61.6K +2,019 +30%
HFA
1075
Hoover Financial Advisors
Pennsylvania
$284K

CSX Hedge Fund Activity: Q1 2021 in Review

1,377 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2021, worth a combined $54.1B — up 4.7% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CSX positions and 88 closed out — a net gain of 28 holders — while 478 added to existing stakes and 481 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $263M. The largest seller was Capital International Investors, cutting an estimated $502M.

  • 1,377 institutional investors held CSX Corp (CSX) as of Q1 2021, up from 1,359 in Q4 2020.
  • Funds reported $54.1B of CSX Corp stock for Q1 2021, up 4.7% quarter-over-quarter.
  • 116 funds opened new CSX Corp positions in Q1 2021 and 88 closed out, a net change of +28 holders.
  • The largest CSX Corp buyer in Q1 2021 was Egerton Capital (UK), an estimated $263M added.
  • The largest CSX Corp seller in Q1 2021 was Capital International Investors, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2021.