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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
BWM
1101
BNC Wealth Management
Oregon
$248K
B
1102
Bridgeworth
Alabama
$246K
MFW
1103
Meristem Family Wealth
Minnesota
$246K +$264K +8,256 New
KCM
1104
Kendall Capital Management
Maryland
$245K -$6.4K -200 -2%
FCB
1105
First Command Bank
Texas
$245K
FCFS
1106
First Command Financial Services
Texas
$245K
CBT
1107
Central Bank & Trust
Kentucky
$245K +$9.61K +300 +4%
SN
1108
Sittner & Nelson
Oregon
$245K +$9.96K +311 +4%
NFG
1109
Next Financial Group
Texas
$245K +$152K +4,744 +136%
AAM
1110
Auxier Asset Management
Oregon
$243K
GSIS
1111
Global Strategic Investment Solutions
Arizona
$243K +$48.2K +1,506 +23%
WFI
1112
West Family Investments
California
$242K +$260K +8,132 New
MFA
1113
McClarren Financial Advisors
Pennsylvania
$239K
MPW
1114
Monterey Private Wealth
California
$239K
JMF
1115
Johnson Midwest Financial
Iowa
$239K +$512 +16 +0.2%
VCA
1116
Verdence Capital Advisors
Maryland
$239K +$42.9K +1,340 +20%
CPA
1117
Court Place Advisors
Maryland
$238K
MWA
1118
Meridian Wealth Advisors
Texas
$237K
FFN
1119
Focus Financial Network
Minnesota
$237K +$480 +15 +0.2%
AIFAIM
1120
American Institute for Advanced Investment Management
Arizona
$236K
DE
1121
Day & Ennis
Georgia
$236K
RPWA
1122
Regent Peak Wealth Advisors
Georgia
$233K +$3.46K +108 +1%
BCB
1123
Brian C. Broderick
$232K -$76.8K -2,400 -24%
WSFS
1124
Wilmington Savings Fund Society
Delaware
$232K -$12.8K -400 -5%
RMDI
1125
R.M. Davis Inc
Maine
$232K -$5.32K -166 -2%

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.