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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
FANJ
1126
Financial Architects (New Jersey)
New Jersey
$232K
AWP
1127
Abacus Wealth Partners
California
$232K
MC
1128
Middleton & Co
Massachusetts
$231K
SOW
1129
State of Wyoming
Wyoming
$231K +$9.32K +291 +4%
HH
1130
Hilltop Holdings
Texas
$230K +$248K +7,745 New
SEP
1131
Southland Equity Partners
Missouri
$228K +$64 +2 +0%
OSNBOA
1132
Old Second National Bank of Aurora
Illinois
$228K -$12.8K -400 -5%
MSFP
1133
Mark Sheptoff Financial Planning
Connecticut
$228K
CFIA
1134
Cantor Fitzgerald Investment Advisors
New York
$227K -$3.2K -100 -1%
RI
1135
Ridgewood Investments
New Jersey
$227K +$192 +6 +0.1%
RWI
1136
Red Wave Investments
Pennsylvania
$227K +$11.7K +365 +5%
LFAS
1137
Level Four Advisory Services
Texas
$226K -$323K -10,094 -57%
BJL
1138
Brighton Jones LLC
Washington
$226K -$17.6K -550 -7%
AW
1139
ACG Wealth
Georgia
$226K -$6.15K -192 -2%
MAFM
1140
Mid Atlantic Financial Management
Pennsylvania
$226K +$32 +1 +0%
TW
1141
TrinityPoint Wealth
Connecticut
$225K +$17K +532 +8%
CBT
1142
CoreFirst Bank & Trust
Kansas
$224K +$161K +5,024 +200%
BCAM
1143
Boston Common Asset Management
Massachusetts
$223K -$800 -25 -0.3%
AWE
1144
Avidian Wealth Enterprises
Texas
$223K +$1.34K +42 +0.6%
WP
1145
WealthPLAN Partners
Nebraska
$221K +$2.21K +69 +1%
WPC
1146
White Pine Capital
Minnesota
$220K
EBA
1147
Eagle Bay Advisors
New York
$220K +$114K +3,548 +91%
BWA
1148
BDO Wealth Advisors
Florida
$218K -$3.2K -100 -1%
QI
1149
Qtron Investments
Massachusetts
$218K
SMC
1150
Smith, Moore & Co
Missouri
$218K +$9.86K +308 +4%

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.