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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
EFS
1051
Econ Financial Services
Pennsylvania
$367K +$378K +11,936 New
HG
1052
Harbor Group
New Hampshire
$366K +$317 +10 +0.1%
CC
1053
Courier Capital
New York
$366K
SFA
1054
Souders Financial Advisors
Ohio
$365K -$4.31K -136 -1%
FMTCOCP
1055
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$364K
BJL
1056
Brighton Jones LLC
Washington
$363K +$22.8K +720 +6%
GRP
1057
Global Retirement Partners
California
$363K -$7.29K -230 -2%
BIA
1058
Barry Investment Advisors
Massachusetts
$361K +$1.33K +42 +0.4%
FMLI
1059
Fukoku Mutual Life Insurance
Japan
$361K
SIM
1060
Sentry Investment Management
Wisconsin
$358K -$99.5K -3,139 -21%
SFS
1061
Strategic Financial Services
New York
$356K
CFP
1062
Catalyst Financial Partners
Massachusetts
$356K +$101K +3,196 +38%
D
1063
Diversified
Delaware
$355K +$366K +11,552 New
WAAG
1064
Wealth Alliance Advisory Group
Kansas
$354K
KWA
1065
KCS Wealth Advisory
California
$354K -$15.2K -480 -4%
EIP
1066
Epoch Investment Partners
New York
$353K -$19K -599 -5%
GP
1067
Girard Partners
Pennsylvania
$352K
SCM
1068
SOL Capital Management
Maryland
$351K
BOH
1069
Bank of Hawaii
Hawaii
$351K -$2.28K -72 -0.6%
SRC
1070
Shufro Rose & Co
New York
$351K
JFA
1071
JNBA Financial Advisors
Minnesota
$350K
WIA
1072
Westbourne Investment Advisors
Maryland
$350K -$31.7K -1,000 -8%
MFA
1073
Mayflower Financial Advisors
Massachusetts
$350K -$15.2K -481 -4%
KWM
1074
Kaydan Wealth Management
Michigan
$349K
TCM
1075
Tufton Capital Management
Maryland
$349K

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.