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CSX Corp
CSX

Overview Fund Activity

1,657 hedge funds and large institutions have $50.8B invested in CSX Corp in 2023 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 523 increasing their positions, 606 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+123
Holders Change %
+8.02%
% of All Funds
24.29%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
222
Increased
523
Reduced
606
Closed
77
Calls
$172M
Puts
$153M
Net Calls
+$19.2M
Net Calls Change
-$9.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$896M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$661M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$344M
4
Capital International Investors
Capital International Investors
California
+$175M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$521M
2
SCP
Soroban Capital Partners
New York
-$373M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$260M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
5
Lazard Asset Management
Lazard Asset Management
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWG
1101
Sage Private Wealth Group
Illinois
$394K +$77.2K +2,227 +24%
KWM
1102
Kaydan Wealth Management
Michigan
$393K – – –
TCM
1103
Tufton Capital Management
Maryland
$393K – – –
AIA
1104
Acute Investment Advisory
Arizona
$393K – – –
FA
1105
Financial Advisors
Massachusetts
$391K – – –
CICI
1106
Capital Investment Counsel Inc
North Carolina
$391K – – –
TNAM
1107
Terra Nova Asset Management
New York
$391K -$775K -22,345 -66%
FFG
1108
Frisch Financial Group
New York
$391K +$391K +11,264 New
FAM
1109
Formidable Asset Management
Ohio
$390K -$34.7K -1,000 -8%
KCFA
1110
Key Client Fiduciary Advisors
New Jersey
$389K +$4.61K +133 +1%
TWM
1111
TriaGen Wealth Management
California
$389K – – –
WP
1112
Westmount Partners
California
$388K +$1.21K +35 +0.3%
MA
1113
Mutual Advisors
Nebraska
$387K +$69.3K +2,000 +22%
NAS
1114
Nicolet Advisory Services
Wisconsin
$387K +$17.7K +512 +5%
MWM
1115
Marion Wealth Management
Pennsylvania
$385K – – –
1WA
1116
180 Wealth Advisors
Washington
$384K -$87.2K -2,519 -19%
CQS
1117
Credential Qtrade Securities
$384K +$80.3K +2,316 +26%
GAMC
1118
Garner Asset Management Corp
Texas
$383K -$20.6K -560 -5%
DWM
1119
Dakota Wealth Management
Florida
$382K +$37.1K +1,070 +11%
LJAC
1120
L.J. Altfest & Co
New York
$382K +$46K +1,324 +14%
GL
1121
Graypoint LLC
New York
$382K +$41.8K +1,206 +12%
SI
1122
Symmetry Investments
Jersey
$380K +$380K +10,964 New
BHA
1123
Beech Hill Advisors
New York
$379K – – –
CHA
1124
Carmichael Hill & Associates
Maryland
$378K +$102K +2,952 +37%
FSG
1125
Financial Strategies Group
Michigan
$377K – – –
43 44
45
46 47