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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
SPWG
1176
Sage Private Wealth Group
Illinois
$281K +$729 +23 +0.3%
GC
1177
Guidance Capital
Kentucky
$281K
OWM
1178
OneAscent Wealth Management
Alabama
$279K +$287K +9,065 New
BW
1179
Bison Wealth
Georgia
$279K +$5.73K +181 +2%
CP
1180
Covenant Partners
Tennessee
$278K
IWA
1181
IVC Wealth Advisors
Pennsylvania
$277K
BHIC
1182
Bassett Hargrove Investment Counsel
Delaware
$277K -$95K -3,000 -25%
AAIS
1183
ABN AMRO Investment Solutions
$277K
SFO
1184
Stokes Family Office
Louisiana
$276K -$26.2K -827 -8%
LGA
1185
Lebenthal Global Advisors
New York
$276K -$1.62K -51 -0.6%
IA
1186
IFG Advisors
Missouri
$276K
WPW
1187
Waldron Private Wealth
Pennsylvania
$275K -$6.4K -202 -2%
BWFA
1188
Baltimore-Washington Financial Advisors
Maryland
$275K -$35.4K -1,118 -11%
TSW
1189
Thompson Siegel & Walmsley
Virginia
$274K
VNA
1190
Valley National Advisers
Pennsylvania
$273K -$7.07K -223 -2%
MG
1191
Mather Group
Illinois
$272K -$66.2K -2,090 -19%
PI
1192
PFG Investments
New York
$272K +$317 +10 +0.1%
LA
1193
LexAurum Advisors
Kansas
$271K -$11.9K -375 -4%
MWM
1194
Mattern Wealth Management
Kansas
$270K
PWMG
1195
Prestige Wealth Management Group
New Jersey
$270K -$14.7K -464 -5%
CQS
1196
Credential Qtrade Securities
$269K +$1.52K +48 +0.6%
ACM
1197
Allred Capital Management
Texas
$267K +$222 +7 +0.1%
CTA
1198
Colonial Trust Advisors
South Carolina
$267K -$56.1K -1,770 -17%
WE
1199
Wealth Effects
Massachusetts
$266K -$19K -600 -6%
DWM
1200
Drive Wealth Management
Utah
$265K -$8.74K -276 -3%

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.