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CSX Corp

1,515 hedge funds and large institutions have $47.8B invested in CSX Corp in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 480 increasing their positions, 539 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 97

15% more capital invested

Capital invested by funds: $41.6B → $47.8B (+$6.21B)

5% more funds holding

Funds holding: 1,4401,515 (+75)

0.22% less ownership

Funds ownership: 72.64%72.41% (-0.22%)

11% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 539

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

13% less call options, than puts

Call options by funds: $183M | Put options by funds: $211M

Holders
1,515
Holders Change
+75
Holders Change %
+5.21%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
204
Increased
480
Reduced
539
Closed
97
Calls
$183M
Puts
$211M
Net Calls
-$27.8M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1201
Carderock Capital Management
Maryland
$248K -$30.3K -1,008 -11%
TIA
1202
Tandem Investment Advisors
South Carolina
$248K -$2.32K -77 -1%
CPA
1203
Court Place Advisors
Maryland
$248K
GFS
1204
GYL Financial Synergies
Connecticut
$246K +$2.13K +71 +0.9%
B
1205
Bridgeworth
Alabama
$246K
DE
1206
Day & Ennis
Georgia
$246K
MPW
1207
Monterey Private Wealth
California
$246K +$2.02K +67 +0.9%
AIFAIM
1208
American Institute for Advanced Investment Management
Arizona
$245K
SCM
1209
Spreng Capital Management
Ohio
$245K -$45.1K -1,500 -16%
NCM
1210
New Capital Management
Texas
$244K
RPWA
1211
Regent Peak Wealth Advisors
Georgia
$244K +$2.02K +67 +0.9%
GRP
1212
Global Retirement Partners
California
$243K +$27.2K +906 +13%
WSFS
1213
Wilmington Savings Fund Society
Delaware
$243K
WH
1214
Willner & Heller
California
$243K -$782 -26 -0.3%
CBT
1215
CoreFirst Bank & Trust
Kansas
$243K
BCB
1216
Brian C. Broderick
$242K
TYCC
1217
Texas Yale Capital Corp
Florida
$242K
OTL
1218
Oak Thistle LLC
New York
$238K -$82.7K -2,750 -26%
BWA
1219
BDO Wealth Advisors
Florida
$238K
SEP
1220
Southland Equity Partners
Missouri
$238K +$60 +2 +0%
4WM
1221
44 Wealth Management
Oregon
$237K -$8.57K -285 -4%
LFGO
1222
Legacy Financial Group (Oklahoma)
Oklahoma
$236K +$229K +7,625 New
MC
1223
Middleton & Co
Massachusetts
$236K
BCAM
1224
Boston Common Asset Management
Massachusetts
$236K +$229K +7,611 New
MOS
1225
MGO One Seven
Ohio
$236K +$229K +7,611 New

CSX Hedge Fund Activity: Q4 2022 in Review

1,515 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2022, worth a combined $47.8B — up 15% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new CSX positions and 97 closed out — a net gain of 107 holders — while 480 added to existing stakes and 539 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $342M.

  • 1,515 institutional investors held CSX Corp (CSX) as of Q4 2022, up from 1,440 in Q3 2022.
  • Funds reported $47.8B of CSX Corp stock for Q4 2022, up 15% quarter-over-quarter.
  • 204 funds opened new CSX Corp positions in Q4 2022 and 97 closed out, a net change of +107 holders.
  • The largest CSX Corp buyer in Q4 2022 was Viking Global Investors, an estimated $468M added.
  • The largest CSX Corp seller in Q4 2022 was Capital World Investors, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2022.