We are live on ! Find out more
CSX icon

CSX Corp

1,377 hedge funds and large institutions have $54.1B invested in CSX Corp in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 478 increasing their positions, 481 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 88

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

1% more funds holding

Funds holding: 1,3591,377 (+18)

5% more capital invested

Capital invested by funds: $51.7B → $54.1B (+$2.42B)

1% less repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 481

9% less call options, than puts

Call options by funds: $254M | Put options by funds: $280M

1.94% less ownership

Funds ownership: 223.49%221.55% (-1.9%)

Holders
1,377
Holders Change
+18
Holders Change %
+1.32%
% of All Funds
24.18%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.39%
New
116
Increased
478
Reduced
481
Closed
88
Calls
$254M
Puts
$280M
Net Calls
-$26.1M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1151
Fairhaven Wealth Management
Illinois
$230K
FRA
1152
Front Row Advisors
California
$228K -$2.47K -81 -1%
TCWA
1153
Ten Capital Wealth Advisors
Washington
$228K
Verition Fund Management
1154
Verition Fund Management
Connecticut
$227K -$478K -15,672 -69%
MHR
1155
Matthew Hamilton Rosenberg
$226K
BCAM
1156
Boston Common Asset Management
Massachusetts
$226K +$1.19K +39 +0.6%
AC
1157
Avestar Capital
New York
$226K +$204K +6,675 New
WG
1158
Welch Group
Alabama
$226K +$214K +7,020 New
FPS
1159
Fieldpoint Private Securities
Connecticut
$225K -$113K -3,690 -35%
MI
1160
Moneywise Inc
Virginia
$225K -$15.6K -510 -7%
SCM
1161
Salem Capital Management
Massachusetts
$224K
TVAMP
1162
Tennessee Valley Asset Management Partners
Tennessee
$224K +$92 +3 +0%
PWS
1163
Paragon Wealth Strategies
Florida
$224K +$213K +6,972 New
TIA
1164
Traphagen Investment Advisors
New Jersey
$222K
BIM
1165
Baldwin Investment Management
Pennsylvania
$222K -$9.16K -300 -4%
FANJ
1166
Financial Architects (New Jersey)
New Jersey
$222K
JWBC
1167
J.W. Burns & Co
New York
$222K
SPC
1168
Stewart & Patten Company
California
$222K
BMC
1169
Beaton Management Company
Massachusetts
$222K +$211K +6,900 New
OCM
1170
One Capital Management
California
$221K -$9.16K -300 -4%
BFS
1171
Bradley Foster & Sargent
Connecticut
$221K
BHIA
1172
Birch Hill Investment Advisors
Massachusetts
$220K -$7.88K -258 -4%
P
1173
&Partners
Tennessee
$220K
NIM
1174
NuWave Investment Management
New Jersey
$220K +$136K +4,440 +185%
SXL
1175
Summit X LLC
Missouri
$219K

CSX Hedge Fund Activity: Q1 2021 in Review

1,377 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2021, worth a combined $54.1B — up 4.7% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CSX positions and 88 closed out — a net gain of 28 holders — while 478 added to existing stakes and 481 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $263M. The largest seller was Capital International Investors, cutting an estimated $502M.

  • 1,377 institutional investors held CSX Corp (CSX) as of Q1 2021, up from 1,359 in Q4 2020.
  • Funds reported $54.1B of CSX Corp stock for Q1 2021, up 4.7% quarter-over-quarter.
  • 116 funds opened new CSX Corp positions in Q1 2021 and 88 closed out, a net change of +28 holders.
  • The largest CSX Corp buyer in Q1 2021 was Egerton Capital (UK), an estimated $263M added.
  • The largest CSX Corp seller in Q1 2021 was Capital International Investors, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2021.