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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
BI
1176
Berkeley Inc
Idaho
$218K
RGC
1177
Roberts, Glore & Co
Illinois
$218K -$34.3K -1,125 -14%
JWCA
1178
J.W. Coons Advisors
Ohio
$217K
LOPW
1179
Live Oak Private Wealth
North Carolina
$217K
SFG
1180
SNS Financial Group
Minnesota
$216K +$2.75K +90 +1%
PRC
1181
Pearl River Capital
Michigan
$215K -$450K -14,730 -69%
CIC
1182
Crawford Investment Counsel
Georgia
$215K -$32.5K -1,065 -14%
SFM
1183
Signet Financial Management
New Jersey
$215K
VCA
1184
Verdence Capital Advisors
Maryland
$215K +$204K +6,693 New
QCM
1185
Quest Capital Management
Texas
$214K
GSIS
1186
Global Strategic Investment Solutions
Arizona
$214K +$203K +6,651 New
AB
1187
Atlas Brown
Kentucky
$213K -$7.42K -243 -4%
FFA
1188
Freedman Financial Associates
Massachusetts
$213K
AWA
1189
Arete Wealth Advisors
Illinois
$213K +$202K +6,624 New
AAM
1190
Autus Asset Management
Arizona
$212K -$6.87K -225 -3%
WPC
1191
White Pine Capital
Minnesota
$212K +$201K +6,582 New
IA
1192
IFG Advisory
Georgia
$211K -$40K -1,311 -17%
SMC
1193
Smith, Moore & Co
Missouri
$211K -$5.31K -174 -3%
MAFM
1194
Mid Atlantic Financial Management
Pennsylvania
$211K +$200K +6,564 New
WCM
1195
Wedge Capital Management
North Carolina
$211K +$200K +6,564 New
BDF
1196
Balasa Dinverno & Foltz
$210K +$199K +6,519 New
MCWS
1197
McKinley Carter Wealth Services
West Virginia
$210K +$200K +6,540 New
VWA
1198
V Wealth Advisors
Kansas
$208K +$198K +6,474 New
PFA
1199
Pathway Financial Advisors
Vermont
$207K +$193K +6,312 New
Jacobs Levy Equity Management
1200
Jacobs Levy Equity Management
New Jersey
$207K +$196K +6,426 New

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.