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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
AIC
1151
Ameritas Investment Company
Nebraska
$218K +$62.2K +1,943 +36%
OFS
1152
Orrstown Financial Services
Pennsylvania
$217K -$15.4K -480 -6%
HWA
1153
HCR Wealth Advisors
California
$217K
TNB
1154
Thomasville National Bank
Georgia
$217K +$19.2K +600 +9%
TAM
1155
Townsend Asset Management
North Carolina
$216K
LRPA
1156
L. Roy Papp & Associates
Arizona
$216K +$233K +7,275 New
LSPW
1157
Lake Street Private Wealth
Illinois
$214K -$15K -470 -6%
COF
1158
Capital One Financial
Virginia
$214K
RPA
1159
Rock Point Advisors
Vermont
$214K
BCA
1160
Bray Capital Advisors
Florida
$213K
FWM
1161
Fairhaven Wealth Management
Illinois
$213K
TCWA
1162
Ten Capital Wealth Advisors
Washington
$212K
VWA
1163
V Wealth Advisors
Kansas
$211K +$19.5K +610 +9%
BFS
1164
Bradley Foster & Sargent
Connecticut
$210K +$6.15K +192 +3%
MP
1165
McDonald Partners
Ohio
$210K +$9.61K +300 +4%
CIC
1166
Crawford Investment Counsel
Georgia
$209K -$2.5K -78 -1%
ACH
1167
ArrowMark Colorado Holdings
Colorado
$209K
WG
1168
Welch Group
Alabama
$209K
WPW
1169
Waldron Private Wealth
Pennsylvania
$209K +$225K +7,035 New
HA
1170
HYA Advisors
Missouri
$208K
FEM
1171
Fulcrum Equity Management
Texas
$208K +$224K +6,983 New
CAM
1172
Cozad Asset Management
Illinois
$207K -$31.7K -990 -12%
SCM
1173
Salem Capital Management
Massachusetts
$207K
QCM
1174
Quest Capital Management
Texas
$206K +$1.92K +60 +0.9%
SFM
1175
Signet Financial Management
New Jersey
$206K +$222K +6,932 New

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.