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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
ACM
1201
Advisors Capital Management
New Jersey
$265K +$16.9K +532 +7%
CPC
1202
Consolidated Planning Corp
Georgia
$264K
FWA
1203
FSM Wealth Advisors
Ohio
$263K +$9.88K +312 +4%
WSWA
1204
Warren Street Wealth Advisors
California
$263K -$4.59K -145 -2%
BIM
1205
Bullseye Investment Management
Ohio
$262K
TP
1206
Tranquility Partners
Tennessee
$262K +$7.92K +250 +3%
LOPW
1207
Live Oak Private Wealth
North Carolina
$262K
WTC
1208
WhitTier Trust Company
Nevada
$262K -$2.88K -91 -1%
PVI
1209
Pine Valley Investments
New Jersey
$261K +$18.9K +598 +8%
NPF
1210
Norris Perne & French
Michigan
$261K
BDA
1211
Borer Denton & Associates
Pennsylvania
$259K
RP
1212
Riverwater Partners
Wisconsin
$259K -$3.8K -120 -1%
KIA
1213
KCM Investment Advisors
California
$259K -$79.1K -2,496 -23%
FA
1214
FDx Advisors
Illinois
$259K -$191K -6,044 -42%
CT
1215
Caldwell Trust
Florida
$259K -$1.52K -48 -0.6%
MSFP
1216
Mark Sheptoff Financial Planning
Connecticut
$258K
SWM
1217
Selective Wealth Management
Virginia
$258K -$6.94K -219 -3%
EP
1218
Eudaimonia Partners
Tennessee
$258K +$4.4K +139 +2%
RGC
1219
Roberts, Glore & Co
Illinois
$258K
NP
1220
NorthRock Partners
Minnesota
$257K +$19.2K +605 +8%
JHCP
1221
Jackson Hole Capital Partners
Oklahoma
$256K
PP
1222
PDS Planning
Ohio
$256K +$2.66K +84 +1%
CW
1223
CIC Wealth
Maryland
$254K
CFS
1224
CGC Financial Services
Oregon
$253K
FH
1225
FWG Holdings
Florida
$251K +$19.3K +609 +8%

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.