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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
ACM
1151
Allred Capital Management
Texas
$279K +$180 +6 +0.1%
MA
1152
Montag & Associates
Georgia
$279K -$9.02K -300 -3%
BC
1153
Burleson & Co
California
$279K
CS
1154
Crescent Sterling
Louisiana
$279K +$271K +9,000 New
IA
1155
IFG Advisors
Missouri
$278K
TSW
1156
Thompson Siegel & Walmsley
Virginia
$278K
BFG
1157
Berger Financial Group
Minnesota
$276K -$10.7K -357 -4%
KA
1158
Klingman & Associates
New York
$276K +$8.9K +296 +3%
QPWM
1159
Quadrant Private Wealth Management
Pennsylvania
$275K +$267K +8,870 New
GWS
1160
Glassman Wealth Services
Virginia
$272K +$196K +6,526 +288%
MWM
1161
Mattern Wealth Management
Kansas
$272K
NIC
1162
Northwest Investment Counselors
Oregon
$270K +$67.7K +2,250 +35%
DWM
1163
Dakota Wealth Management
Florida
$270K +$632 +21 +0.2%
PCA
1164
Personal Capital Advisors
California
$270K -$49.9K -1,660 -16%
TCM
1165
Tufton Capital Management
Maryland
$270K
MFG
1166
Merit Financial Group
Georgia
$269K +$261K +8,686 New
DWM
1167
Drive Wealth Management
Utah
$269K +$23.8K +792 +10%
WTC
1168
WhitTier Trust Company
Nevada
$268K +$65.4K +2,175 +33%
SAS
1169
Stelac Advisory Services
New York
$268K
SWM
1170
Selective Wealth Management
Virginia
$268K +$5.11K +170 +2%
LOPW
1171
Live Oak Private Wealth
North Carolina
$267K -$2.25K -75 -0.9%
GCM
1172
Graham Capital Management
Connecticut
$267K -$1.26M -42,015 -83%
NA
1173
Navellier & Associates
Nevada
$266K +$12K +400 +5%
DLA
1174
Douglas Lane & Associates
New York
$265K
LSA
1175
Leonteq Securities AG
Switzerland
$265K -$200K -6,635 -44%

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.