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CSX Corp

1,546 hedge funds and large institutions have $61.2B invested in CSX Corp in 2021 Q4 according to their latest regulatory filings, with 261 funds opening new positions, 496 increasing their positions, 478 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 261 | Existing positions closed: 57

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

25% more capital invested

Capital invested by funds: $48.8B → $61.2B (+$12.3B)

14% more funds holding

Funds holding: 1,3621,546 (+184)

4% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 478

0.67% more ownership

Funds ownership: 73.03%73.69% (+0.67%)

23% less call options, than puts

Call options by funds: $253M | Put options by funds: $328M

Holders
1,546
Holders Change
+184
Holders Change %
+13.51%
% of All Funds
23.79%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.31%
New
261
Increased
496
Reduced
478
Closed
57
Calls
$253M
Puts
$328M
Net Calls
-$74.8M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
KCA
1076
Karn Couzens & Associates
Connecticut
$399K
ICP
1077
Interchange Capital Partners
Pennsylvania
$399K +$375K +10,624 New
WBC
1078
West Branch Capital
Massachusetts
$398K +$776 +22 +0.2%
FC
1079
Forte Capital
New York
$397K -$29.6K -840 -7%
IMOV
1080
Investment Management of Virginia
Virginia
$395K
CAAS
1081
Capital Asset Advisory Services
Michigan
$394K -$5.04K -143 -1%
VIM
1082
VELA Investment Management
Ohio
$393K +$369K +10,455 New
MMA
1083
Miracle Mile Advisors
California
$390K +$36.5K +1,036 +11%
9WM
1084
9258 Wealth Management
Ohio
$389K +$46.7K +1,323 +15%
PWM
1085
Perigon Wealth Management
California
$387K -$2.4K -68 -0.7%
CTC
1086
Central Trust Company
Missouri
$386K -$2.12K -60 -0.6%
SCM
1087
Spreng Capital Management
Ohio
$385K -$6.59K -187 -2%
NFC
1088
Northeast Financial Consultants
Connecticut
$384K
SWM
1089
Selective Wealth Management
Virginia
$382K -$106K -3,000 -23%
SFS
1090
Sowell Financial Services
Arkansas
$382K +$358K +10,157 New
PBC
1091
Pavion Blue Capital
California
$381K
EWM
1092
Evermay Wealth Management
Virginia
$380K
CL
1093
CPWM LLC
Washington
$379K
ACM
1094
Allred Capital Management
Texas
$379K +$212 +6 +0.1%
WIS
1095
Wright Investors Service
Connecticut
$378K -$491K -13,916 -58%
JWCA
1096
J.W. Cole Advisors
Florida
$378K +$4.13K +117 +1%
FAIM
1097
Financial Advocates Investment Management
Washington
$378K +$12K +341 +4%
FFN
1098
Focus Financial Network
Minnesota
$378K +$73.7K +2,089 +26%
LNWTC
1099
Laird Norton Wetherby Trust Company
Washington
$376K
LFAS
1100
Level Four Advisory Services
Texas
$376K +$84.2K +2,388 +31%

CSX Hedge Fund Activity: Q4 2021 in Review

1,546 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2021, worth a combined $61.2B — up 25% from $48.8B a quarter earlier.

Buyers outnumbered sellers: 261 funds opened new CSX positions and 57 closed out — a net gain of 204 holders — while 496 added to existing stakes and 478 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $434M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $836M sold.

  • 1,546 institutional investors held CSX Corp (CSX) as of Q4 2021, up from 1,362 in Q3 2021.
  • Funds reported $61.2B of CSX Corp stock for Q4 2021, up 25% quarter-over-quarter.
  • 261 funds opened new CSX Corp positions in Q4 2021 and 57 closed out, a net change of +204 holders.
  • The largest CSX Corp buyer in Q4 2021 was T. Rowe Price Associates, an estimated $434M added.
  • The largest CSX Corp seller in Q4 2021 was EdgePoint Investment Group, an estimated $836M sold.

Based on aggregated 13F filings for Q4 2021.