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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
CS
1226
Capital Square
Tennessee
$235K
CFGSD
1227
Compass Financial Group (South Dakota)
South Dakota
$235K +$229K +7,600 New
TW
1228
TrinityPoint Wealth
Connecticut
$234K -$7.61K -253 -3%
AAM
1229
Auxier Asset Management
Oregon
$234K
VWA
1230
V Wealth Advisors
Kansas
$234K +$227K +7,542 New
DA
1231
Duality Advisers
Florida
$234K -$4.18M -138,894 -95%
CL
1232
Choreo LLC
Illinois
$233K +$225K +7,477 New
CAM
1233
Cozad Asset Management
Illinois
$233K
MWA
1234
Meridian Wealth Advisors
Texas
$232K
PHIC
1235
Pine Haven Investment Counsel
Massachusetts
$232K
WS
1236
Wela Strategies
Georgia
$232K +$225K +7,494 New
SMC
1237
Smith, Moore & Co
Missouri
$232K +$225K +7,480 New
WP
1238
WealthShield Partners
North Carolina
$231K +$225K +7,470 New
TA
1239
TFG Advisers
Michigan
$231K -$8.99K -299 -4%
TNB
1240
Thomasville National Bank
Georgia
$231K -$1.8K -60 -0.8%
FRA
1241
Front Row Advisors
California
$231K
PVH
1242
Psagot Value Holdings
Israel
$231K
FAIM
1243
Financial Advocates Investment Management
Washington
$231K +$224K +7,448 New
HT
1244
Heritage Trust
Oklahoma
$230K +$223K +7,417 New
WAG
1245
Wallace Advisory Group
California
$230K +$223K +7,412 New
FWA
1246
FSM Wealth Advisors
Ohio
$229K +$222K +7,376 New
VCA
1247
Verdence Capital Advisors
Maryland
$228K +$222K +7,372 New
RI
1248
Ridgewood Investments
New Jersey
$228K +$221K +7,351 New
TFS
1249
TrustCore Financial Services
Tennessee
$227K -$45.1K -1,500 -17%
BWP
1250
BSW Wealth Partners
Colorado
$226K +$219K +7,296 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.