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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
FP
1226
Financial Perspectives
Minnesota
$161K +$1.42M +46,572 New
CCA
1227
Catalyst Capital Advisors
New York
$155K -$7.97K -261 -5%
AL
1228
ADE LLC
Maryland
$154K
OAMG
1229
Odey Asset Management Group
United Kingdom
$154K
AssetMark Inc
1230
AssetMark Inc
California
$152K -$92 -3 -0.1%
LPIC
1231
LeJeune Puetz Investment Counsel
Michigan
$150K +$458 +15 +0.3%
TWM
1232
Tradition Wealth Management
Minnesota
$149K
IAIM
1233
International Assets Investment Management
Florida
$148K
PCG
1234
Private Capital Group
Connecticut
$146K -$215K -7,056 -61%
CI
1235
CX Institutional
Indiana
$142K +$12K +393 +10%
PMFA
1236
Plante Moran Financial Advisors
Michigan
$140K -$30.7K -1,005 -19%
RDFA
1237
Ritter Daniher Financial Advisory
Ohio
$140K
RAM
1238
Riggs Asset Management
Pennsylvania
$139K
RE
1239
RBC Europe
United Kingdom
$138K -$44K -1,440 -25%
SOW
1240
State of Wyoming
Wyoming
$137K +$130K +4,272 New
ONST
1241
Old North State Trust
North Carolina
$135K
FA
1242
Financial Advantage
Maryland
$134K
AIC
1243
Ameritas Investment Company
Nebraska
$126K +$120K +3,930 New
MA
1244
MCF Advisors
Kentucky
$117K
RCA
1245
Ranch Capital Advisors
Florida
$117K +$92 +3 +0.1%
FP
1246
Fiduciary Planning
Florida
$116K
VC
1247
Vestor Capital
Illinois
$116K
FMP
1248
Financial Management Professionals
Texas
$113K
NCM
1249
New Capital Management
Texas
$106K
NFG
1250
Next Financial Group
Texas
$104K -$46.7K -1,530 -32%

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.