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CSX Corp

1,363 hedge funds and large institutions have $48.8B invested in CSX Corp in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 558 increasing their positions, 425 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 425

5% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 91

0.71% more ownership

Funds ownership: 72.32%73.03% (+0.71%)

1% less funds holding

Funds holding: 1,3781,363 (-15)

7% less capital invested

Capital invested by funds: $52.5B → $48.8B (-$3.71B)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

28% less call options, than puts

Call options by funds: $183M | Put options by funds: $256M

Holders
1,363
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
23.86%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
96
Increased
558
Reduced
425
Closed
91
Calls
$183M
Puts
$256M
Net Calls
-$72.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
1226
Bank Julius Baer & Co
Switzerland
$97K +$3.94K +123 +4%
NFSG
1227
Newbridge Financial Services Group
Florida
$97K +$5.86K +183 +6%
MPWT
1228
MassMutual Private Wealth & Trust
Connecticut
$95K -$36.8K -1,149 -26%
HCP
1229
Hexagon Capital Partners
Arkansas
$95K
LF
1230
Lee Financial
Texas
$94K
VRM
1231
Vectors Research Management
New York
$89K
MGIM
1232
M&G Investment Management
United Kingdom
$88.6K +$9.21M +287,517 +11%
ME
1233
McIlrath & Eck
Washington
$85K +$58.9K +1,840 +183%
BWM
1234
Baystate Wealth Management
Massachusetts
$84K +$288 +9 +0.3%
LTI
1235
Laffer Tengler Investments
Tennessee
$82.4K +$88.8K +2,772 New
BWM
1236
BerganKDV Wealth Management
Minnesota
$80K
HWA
1237
HHM Wealth Advisors
Tennessee
$80K
KIG
1238
Kowal Investment Group
Wisconsin
$80K +$86.4K +2,697 New
DAC
1239
Dividend Assets Capital
South Carolina
$77K +$5.41K +169 +7%
CB
1240
CNB Bank
Pennsylvania
$75K
TCM
1241
Tradewinds Capital Management
Washington
$75K
CAM
1242
Costello Asset Management
Pennsylvania
$74K +$3.01K +94 +4%
PPWM
1243
PFG Private Wealth Management
Florida
$73K +$78.7K +2,457 New
EWM
1244
Endurance Wealth Management
Rhode Island
$72K
KTC
1245
Kistler-Tiffany Companies
Pennsylvania
$72K +$96 +3 +0.1%
KFI
1246
Key Financial Inc
Pennsylvania
$70K
SWA
1247
Sutton Wealth Advisors
Florida
$67.8K +$416 +13 +0.6%
ZB
1248
Zions Bancorporation
Utah
$67K -$7.36K -230 -9%
SCM
1249
Silvant Capital Management
Georgia
$65K
CC
1250
Corsicana & Co
Texas
$64K

CSX Hedge Fund Activity: Q3 2021 in Review

1,363 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2021, worth a combined $48.8B — down 7.1% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CSX positions and 91 closed out — a net gain of 5 holders — while 558 added to existing stakes and 425 trimmed.

The largest buyer was Northern Trust, adding an estimated $348M. The largest seller was Capital Research Global Investors, cutting an estimated $227M.

  • 1,363 institutional investors held CSX Corp (CSX) as of Q3 2021, down from 1,378 in Q2 2021.
  • Funds reported $48.8B of CSX Corp stock for Q3 2021, down 7.1% quarter-over-quarter.
  • 96 funds opened new CSX Corp positions in Q3 2021 and 91 closed out, a net change of +5 holders.
  • The largest CSX Corp buyer in Q3 2021 was Northern Trust, an estimated $348M added.
  • The largest CSX Corp seller in Q3 2021 was Capital Research Global Investors, an estimated $227M sold.

Based on aggregated 13F filings for Q3 2021.