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CSX Corp

1,363 hedge funds and large institutions have $48.8B invested in CSX Corp in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 558 increasing their positions, 425 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 425

5% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 91

0.71% more ownership

Funds ownership: 72.32%73.03% (+0.71%)

1% less funds holding

Funds holding: 1,3781,363 (-15)

7% less capital invested

Capital invested by funds: $52.5B → $48.8B (-$3.71B)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

28% less call options, than puts

Call options by funds: $183M | Put options by funds: $256M

Holders
1,363
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
23.86%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
96
Increased
558
Reduced
425
Closed
91
Calls
$183M
Puts
$256M
Net Calls
-$72.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
1076
Kings Point Capital Management
New York
$272K
SPWG
1077
Sage Private Wealth Group
Illinois
$271K
CA
1078
CGN Advisors
Kansas
$270K +$30.2K +942 +12%
CA
1079
Continuum Advisory
Idaho
$269K -$4.23K -132 -1%
9WM
1080
9258 Wealth Management
Ohio
$269K
GIM
1081
Greylin Investment Management
Virginia
$269K
4WM
1082
44 Wealth Management
Oregon
$268K -$13.7K -428 -5%
BC
1083
Burleson & Co
California
$268K
CCG
1084
Ceeto Capital Group
Florida
$268K
HFA
1085
High Falls Advisors
New York
$268K
IA
1086
IFG Advisors
Missouri
$267K
TSW
1087
Thompson Siegel & Walmsley
Virginia
$267K
TCM
1088
Tufton Capital Management
Maryland
$267K
IA
1089
IFG Advisory
Georgia
$266K +$69.4K +2,166 +32%
SAS
1090
Stelac Advisory Services
New York
$264K +$86.1K +2,690 +44%
MWM
1091
Mattern Wealth Management
Kansas
$261K
VCAM
1092
Van Cleef Asset Management
Ohio
$259K -$98.2K -3,066 -26%
PA
1093
PFG Advisors
Arizona
$257K +$8.45K +264 +3%
KA
1094
Klingman & Associates
New York
$256K -$40.2K -1,256 -13%
LOPW
1095
Live Oak Private Wealth
North Carolina
$256K +$55.1K +1,720 +25%
AssetMark Inc
1096
AssetMark Inc
California
$256K +$123K +3,854 +81%
PAM
1097
Paradigm Asset Management
New York
$256K -$32K -1,000 -10%
TA
1098
TFG Advisers
Michigan
$251K -$3.43K -107 -1%
GFS
1099
GYL Financial Synergies
Connecticut
$251K
AIA
1100
Angeles Investment Advisors
California
$250K +$269K +8,410 New

CSX Hedge Fund Activity: Q3 2021 in Review

1,363 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2021, worth a combined $48.8B — down 7.1% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CSX positions and 91 closed out — a net gain of 5 holders — while 558 added to existing stakes and 425 trimmed.

The largest buyer was Northern Trust, adding an estimated $348M. The largest seller was Capital Research Global Investors, cutting an estimated $227M.

  • 1,363 institutional investors held CSX Corp (CSX) as of Q3 2021, down from 1,378 in Q2 2021.
  • Funds reported $48.8B of CSX Corp stock for Q3 2021, down 7.1% quarter-over-quarter.
  • 96 funds opened new CSX Corp positions in Q3 2021 and 91 closed out, a net change of +5 holders.
  • The largest CSX Corp buyer in Q3 2021 was Northern Trust, an estimated $348M added.
  • The largest CSX Corp seller in Q3 2021 was Capital Research Global Investors, an estimated $227M sold.

Based on aggregated 13F filings for Q3 2021.