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CSX Corp

1,579 hedge funds and large institutions have $50.5B invested in CSX Corp in 2023 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 528 increasing their positions, 570 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 76

32% more call options, than puts

Call options by funds: $155M | Put options by funds: $117M

12% more capital invested

Capital invested by funds: $45B → $50.5B (+$5.51B)

5% more funds holding

Funds holding: 1,4991,579 (+80)

0.39% more ownership

Funds ownership: 72.68%73.07% (+0.39%)

7% less repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 570

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

Holders
1,579
Holders Change
+80
Holders Change %
+5.34%
% of All Funds
24.79%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
166
Increased
528
Reduced
570
Closed
76
Calls
$155M
Puts
$117M
Net Calls
+$38M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1151
Summit Global Investments
Utah
$323K +$304K +9,595 New
TA
1152
TrueWealth Advisors
Alabama
$321K -$7.84K -248 -3%
CWM
1153
Chronos Wealth Management
Florida
$321K +$2.21K +70 +0.7%
ICP
1154
Interchange Capital Partners
Pennsylvania
$321K -$3.54K -112 -1%
CA
1155
Cullinan Associates
Kentucky
$321K -$538K -17,020 -64%
DE
1156
Day & Ennis
Georgia
$320K +$46.2K +1,459 +18%
EM
1157
Excalibur Management
Massachusetts
$320K
AC
1158
Allstate Corporation
Illinois
$319K
AS
1159
Altshuler Shaham
Israel
$319K -$95.7K -3,024 -24%
CWM
1160
Castle Wealth Management
Florida
$319K +$2.44K +77 +0.8%
RCM
1161
RB Capital Management
Nevada
$319K +$32 +1 +0%
IIC
1162
Ironwood Investment Counsel
Arizona
$318K +$32 +1 +0%
SN
1163
Sittner & Nelson
Oregon
$318K +$380 +12 +0.1%
EWM
1164
Evermay Wealth Management
Virginia
$317K -$7.09K -224 -2%
PL
1165
Perpetual Ltd
Australia
$317K -$90.6K -2,864 -24%
WE
1166
Wealth Effects
Massachusetts
$315K
PWMG
1167
Prestige Wealth Management Group
New Jersey
$315K -$11.3K -357 -4%
CAG
1168
Crestwood Advisors Group
Massachusetts
$314K -$151K -4,758 -34%
ESCM
1169
Echo Street Capital Management
New York
$314K -$3.85M -121,817 -93%
SFM
1170
Signet Financial Management
New Jersey
$314K
LA
1171
LexAurum Advisors
Kansas
$313K +$158 +5 +0.1%
WPW
1172
Waldron Private Wealth
Pennsylvania
$312K +$7.37K +233 +3%
VNA
1173
Valley National Advisers
Pennsylvania
$312K -$7.02K -222 -2%
GWS
1174
Glassman Wealth Services
Virginia
$311K +$8.54K +270 +3%
SPWG
1175
Sage Private Wealth Group
Illinois
$311K

CSX Hedge Fund Activity: Q2 2023 in Review

1,579 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2023, worth a combined $50.5B — up 12% from $45B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new CSX positions and 76 closed out — a net gain of 90 holders — while 528 added to existing stakes and 570 trimmed.

The largest buyer was Capital International Investors, adding an estimated $637M. The largest seller was Viking Global Investors, cutting an estimated $293M.

  • 1,579 institutional investors held CSX Corp (CSX) as of Q2 2023, up from 1,499 in Q1 2023.
  • Funds reported $50.5B of CSX Corp stock for Q2 2023, up 12% quarter-over-quarter.
  • 166 funds opened new CSX Corp positions in Q2 2023 and 76 closed out, a net change of +90 holders.
  • The largest CSX Corp buyer in Q2 2023 was Capital International Investors, an estimated $637M added.
  • The largest CSX Corp seller in Q2 2023 was Viking Global Investors, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2023.