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CSX Corp

1,515 hedge funds and large institutions have $47.8B invested in CSX Corp in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 480 increasing their positions, 539 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 97

15% more capital invested

Capital invested by funds: $41.6B → $47.8B (+$6.21B)

5% more funds holding

Funds holding: 1,4401,515 (+75)

0.22% less ownership

Funds ownership: 72.64%72.41% (-0.22%)

11% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 539

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

13% less call options, than puts

Call options by funds: $183M | Put options by funds: $211M

Holders
1,515
Holders Change
+75
Holders Change %
+5.21%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
204
Increased
480
Reduced
539
Closed
97
Calls
$183M
Puts
$211M
Net Calls
-$27.8M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1101
Lake Street Private Wealth
Illinois
$324K +$4.39K +146 +1%
TIA
1102
Tiemann Investment Advisors
California
$324K +$10.5K +350 +3%
PCOC
1103
Power Corp of Canada
Canada
$322K
RT
1104
Rockland Trust
Massachusetts
$322K
CA
1105
Continuum Advisory
Idaho
$322K +$6.11K +203 +2%
STA
1106
Summit Trail Advisors
New York
$322K +$312K +10,381 New
PEA
1107
Park Edge Advisors
Ohio
$321K +$312K +10,368 New
KA
1108
Kozak & Associates
Colorado
$320K +$992 +33 +0.3%
BAM
1109
Belpointe Asset Management
Nevada
$319K -$179K -5,946 -37%
ZCA
1110
Zeke Capital Advisors
Pennsylvania
$317K +$5.44K +181 +2%
AWM
1111
Angeles Wealth Management
California
$316K +$28.1K +933 +10%
SIA
1112
Schechter Investment Advisors
Michigan
$316K -$72.5K -2,412 -19%
MC
1113
Maverick Capital
Texas
$315K +$306K +10,173 New
PBC
1114
Pavion Blue Capital
California
$314K
MPI
1115
Mairs & Power Inc
Minnesota
$312K -$135K -4,500 -31%
CWP
1116
Concord Wealth Partners
Virginia
$311K +$33.9K +1,127 +13%
HWA
1117
HHM Wealth Advisors
Tennessee
$311K
EWM
1118
Evermay Wealth Management
Virginia
$309K
BCA
1119
Bay Colony Advisors
Massachusetts
$308K
GEA
1120
Glen Eagle Advisors
New Jersey
$308K
NPF
1121
Norris Perne & French
Michigan
$308K -$3.46K -115 -1%
CFP
1122
Curran Financial Partners
South Carolina
$306K +$1.5K +50 +0.5%
ACM
1123
Acrisure Capital Management
Texas
$306K +$297K +9,878 New
WE
1124
Wealth Effects
Massachusetts
$305K
TAM
1125
Trillium Asset Management
Massachusetts
$305K +$296K +9,838 New

CSX Hedge Fund Activity: Q4 2022 in Review

1,515 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2022, worth a combined $47.8B — up 15% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new CSX positions and 97 closed out — a net gain of 107 holders — while 480 added to existing stakes and 539 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $342M.

  • 1,515 institutional investors held CSX Corp (CSX) as of Q4 2022, up from 1,440 in Q3 2022.
  • Funds reported $47.8B of CSX Corp stock for Q4 2022, up 15% quarter-over-quarter.
  • 204 funds opened new CSX Corp positions in Q4 2022 and 97 closed out, a net change of +107 holders.
  • The largest CSX Corp buyer in Q4 2022 was Viking Global Investors, an estimated $468M added.
  • The largest CSX Corp seller in Q4 2022 was Capital World Investors, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2022.