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CSX Corp
CSX

Overview Fund Activity

1,681 hedge funds and large institutions have $53.4B invested in CSX Corp in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 615 increasing their positions, 598 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,681
Holders Change
+24
Holders Change %
+1.45%
% of All Funds
24.37%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
144
Increased
615
Reduced
598
Closed
99
Calls
$193M
Puts
$204M
Net Calls
-$11.7M
Net Calls Change
-$30.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$777M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$218M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$131M
4
Invesco
Invesco
Georgia
+$108M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$88.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$935M
2
Capital World Investors
Capital World Investors
California
-$322M
3
Capital International Investors
Capital International Investors
California
-$278M
4
Lazard Asset Management
Lazard Asset Management
New York
-$230M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
1051
Pathway Financial Advisers
Indiana
$506K -$29K -781 -5%
KWA
1052
Kingswood Wealth Advisors
California
$504K +$232K +6,251 +85%
MSAM
1053
Moloney Securities Asset Management
Missouri
$502K – – –
BTWM
1054
Baker Tilly Wealth Management
Wisconsin
$500K -$7.3K -197 -1%
LA
1055
Latitude Advisors
Florida
$491K +$15.5K +417 +3%
RFP
1056
RCS Financial Planning
Maryland
$489K – – –
TIA
1057
Traphagen Investment Advisors
New Jersey
$486K -$53.2K -1,435 -10%
BDF
1058
Black Diamond Financial
Maryland
$485K – – –
APA
1059
Astoria Portfolio Advisors
New York
$485K -$35.4K -1,007 -7%
TNBTD
1060
Trustmark National Bank Trust Department
Mississippi
$483K +$16K +432 +3%
OWM
1061
OneAscent Wealth Management
Alabama
$482K +$159K +4,298 +49%
SIG
1062
Stonegate Investment Group
Alabama
$480K -$88.2K -2,379 -16%
GCM
1063
Gables Capital Management
Florida
$480K – – –
SC
1064
Sepio Capital
Utah
$479K -$1.63K -44 -0.3%
BJL
1065
Brighton Jones LLC
Washington
$477K +$48K +1,295 +11%
RWP
1066
Revolve Wealth Partners
New Jersey
$477K +$477K +12,860 New
IFU
1067
iSAM Funds (UK)
United Kingdom
$476K -$450K -12,140 -49%
SP
1068
Successful Portfolios
Florida
$473K -$42.1K -1,137 -8%
LFAS
1069
Level Four Advisory Services
Texas
$472K +$31.2K +900 +7%
AWM
1070
Avior Wealth Management
Nebraska
$471K +$114K +3,071 +32%
MAM
1071
McLean Asset Management
Virginia
$471K -$1.04K -29 -0.2%
EDRIA
1072
Edmonds Duncan Registered Investment Advisors
Kansas
$467K – – –
WDC
1073
Woodward Diversified Capital
California
$467K +$26K +702 +6%
NB
1074
Northwest Bancshares
Pennsylvania
$465K – – –
Wolverine Trading
1075
Wolverine Trading
Illinois
$465K -$135K -3,630 -22%
41 42
43
44 45