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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
MWM
1076
Mattern Wealth Management
Kansas
$282K
GWM
1077
GSB Wealth Management
Connecticut
$281K +$267K +8,751 New
MA
1078
Montag & Associates
Georgia
$280K +$18.3K +600 +7%
SFA
1079
Sequoia Financial Advisors
Ohio
$279K -$176K -5,757 -40%
PCA
1080
Personal Capital Advisors
California
$279K -$58.5K -1,917 -18%
9WM
1081
9258 Wealth Management
Ohio
$279K +$265K +8,682 New
HL
1082
HeadInvest LLC
Maine
$277K -$25.4K -831 -9%
IWC
1083
Integrated Wealth Concepts
Massachusetts
$277K +$28.1K +921 +12%
SWM
1084
Selective Wealth Management
Virginia
$273K -$4.58K -150 -2%
GFS
1085
GYL Financial Synergies
Connecticut
$271K
KCM
1086
Kendall Capital Management
Maryland
$271K
WAP
1087
Wealthcare Advisory Partners
Pennsylvania
$270K +$43K +1,410 +20%
OSNBOA
1088
Old Second National Bank of Aurora
Illinois
$269K
PA
1089
PFG Advisors
Arizona
$269K +$255K +8,361 New
WSFS
1090
Wilmington Savings Fund Society
Delaware
$268K -$2.29K -75 -0.9%
BWM
1091
BNC Wealth Management
Oregon
$268K
B
1092
Bridgeworth
Alabama
$266K -$42.3K -1,386 -14%
BJL
1093
Brighton Jones LLC
Washington
$265K -$102K -3,336 -29%
TA
1094
TFG Advisers
Michigan
$265K +$7.69K +252 +3%
FCB
1095
First Command Bank
Texas
$264K -$30.6K -1,002 -11%
FCFS
1096
First Command Financial Services
Texas
$264K -$30.6K -1,002 -11%
AAM
1097
Auxier Asset Management
Oregon
$262K
HG
1098
Harbor Group
New Hampshire
$262K +$366 +12 +0.2%
SGA
1099
Strategic Global Advisors
California
$261K
MPW
1100
Monterey Private Wealth
California
$260K

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.