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CSX Corp

1,541 hedge funds and large institutions have $44.7B invested in CSX Corp in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 543 increasing their positions, 563 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

23% more call options, than puts

Call options by funds: $152M | Put options by funds: $124M

0.75% less ownership

Funds ownership: 73.07%72.31% (-0.75%)

4% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 563

2% less funds holding

Funds holding: 1,5781,541 (-37)

12% less capital invested

Capital invested by funds: $50.5B → $44.7B (-$5.86B)

13% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 122

Holders
1,541
Holders Change
-37
Holders Change %
-2.34%
% of All Funds
24.46%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
106
Increased
543
Reduced
563
Closed
122
Calls
$152M
Puts
$124M
Net Calls
+$28.2M
Net Calls Change
-$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1151
IMS Capital Management
Oregon
$296K +$100K +3,162 +49%
OHWA
1152
Oak Hill Wealth Advisors
Virginia
$294K
SOW
1153
State of Wyoming
Wyoming
$294K -$24.9K -787 -8%
AO
1154
Advisor OS
Illinois
$294K +$115K +3,645 +62%
FC
1155
Forte Capital
New York
$292K -$7.41K -234 -2%
BCA
1156
Bay Colony Advisors
Massachusetts
$290K -$23.9K -754 -7%
DI
1157
DAGCO Inc
Ohio
$290K -$1.67M -52,649 -91%
TA
1158
TrueWealth Advisors
Alabama
$290K +$32 +1 +0%
CA
1159
Cullinan Associates
Kentucky
$289K
DE
1160
Day & Ennis
Georgia
$289K
AC
1161
Allstate Corporation
Illinois
$288K
CPIG
1162
Chicago Partners Investment Group
Illinois
$288K +$8.78K +277 +3%
IWP
1163
Invenio Wealth Partners
Florida
$287K +$30.6K +967 +12%
RCM
1164
RB Capital Management
Nevada
$287K +$32 +1 +0%
SQA
1165
Simon Quick Advisors
New Jersey
$287K +$18.9K +596 +7%
IIC
1166
Ironwood Investment Counsel
Arizona
$287K +$63 +2 +0%
ECM
1167
Evergreen Capital Management
Washington
$286K -$17.4K -549 -6%
AL
1168
Aspiriant LLC
California
$285K +$69.2K +2,185 +31%
HDIM
1169
Hanson & Doremus Investment Management
Vermont
$284K +$155K +4,901 +113%
VCA
1170
Verdence Capital Advisors
Maryland
$284K +$52.2K +1,648 +22%
GWS
1171
Glassman Wealth Services
Virginia
$284K +$3.48K +110 +1%
MA
1172
Mutual Advisors
Nebraska
$282K +$64.8K +2,044 +29%
SN
1173
Sittner & Nelson
Oregon
$282K -$5.29K -167 -2%
EWM
1174
Evermay Wealth Management
Virginia
$282K -$4.91K -155 -2%
SFM
1175
Signet Financial Management
New Jersey
$281K -$1.65K -52 -0.6%

CSX Hedge Fund Activity: Q3 2023 in Review

1,541 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2023, worth a combined $44.7B — down 12% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CSX and 106 opened new positions — a net loss of 16 holders — while 563 trimmed existing stakes and 543 added.

The largest buyer was BlackRock, adding an estimated $279M. The largest seller was Capital World Investors, cutting an estimated $709M.

  • 1,541 institutional investors held CSX Corp (CSX) as of Q3 2023, down from 1,578 in Q2 2023.
  • Funds reported $44.7B of CSX Corp stock for Q3 2023, down 12% quarter-over-quarter.
  • 106 funds opened new CSX Corp positions in Q3 2023 and 122 closed out, a net change of -16 holders.
  • The largest CSX Corp buyer in Q3 2023 was BlackRock, an estimated $279M added.
  • The largest CSX Corp seller in Q3 2023 was Capital World Investors, an estimated $709M sold.

Based on aggregated 13F filings for Q3 2023.