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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
ICM
1201
IMS Capital Management
Oregon
$207K +$197K +6,450 New
PCP
1202
Proficio Capital Partners
Massachusetts
$205K +$195K +6,384 New
HA
1203
HYA Advisors
Missouri
$205K +$195K +6,387 New
BCM
1204
Buckhead Capital Management
Georgia
$205K +$195K +6,390 New
XWM
1205
Xcel Wealth Management
Florida
$204K +$193K +6,339 New
ACA
1206
Aptus Capital Advisors
Alabama
$204K +$194K +6,351 New
NIC
1207
Northwest Investment Counselors
Oregon
$203K +$193K +6,312 New
XT
1208
XTX Topco
Cayman Islands
$203K +$193K +6,318 New
IFG
1209
Investors Financial Group
Minnesota
$201K +$191K +6,255 New
LDB
1210
Lee, Danner & Bass
Tennessee
$200K +$190K +6,225 New
FA
1211
Fagan Associates
New York
$200K +$190K +6,231 New
LC
1212
Lindbrook Capital
California
$199K +$4.03K +132 +2%
MAWCM
1213
Mine & Arao Wealth Creation & Management
California
$195K +$92 +3 +0%
CFD
1214
Creative Financial Designs
Indiana
$189K +$275 +9 +0.2%
TAIM
1215
TD Ameritrade Investment Management
Nebraska
$185K
PCM
1216
Penserra Capital Management
California
$185K +$28.2K +924 +19%
GWSG
1217
GPS Wealth Strategies Group
Colorado
$182K +$174K +5,685 New
BCA
1218
Berman Capital Advisors
Georgia
$180K +$56.5K +1,851 +49%
CHA
1219
Carmichael Hill & Associates
Maryland
$174K
VNA
1220
Valley National Advisers
Pennsylvania
$173K
RFA
1221
Reilly Financial Advisors
California
$171K
EIP
1222
Ellis Investment Partners
Pennsylvania
$168K -$4.58K -150 -3%
PWMG
1223
Prestige Wealth Management Group
New Jersey
$166K +$10.3K +336 +7%
PFSC
1224
Peoples Financial Services Corp
Pennsylvania
$164K
1IA
1225
1834 Investment Advisors
Wisconsin
$163K

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.