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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
RPWA
1226
Regent Peak Wealth Advisors
Georgia
$250K +$6.18K +195 +2%
JMF
1227
Johnson Midwest Financial
Iowa
$250K
WCA
1228
Westover Capital Advisors
Delaware
$250K -$16.2K -510 -6%
LAM
1229
L2 Asset Management
Massachusetts
$247K -$235K -7,423 -99%
CST
1230
Charles Schwab Trust
Nevada
$247K -$34.2K -1,080 -12%
MFA
1231
McClarren Financial Advisors
Pennsylvania
$247K
OFS
1232
OneAscent Financial Services
Alabama
$247K +$254K +8,031 New
GA
1233
Geller Advisors
New York
$247K +$380 +12 +0.1%
CPA
1234
Court Place Advisors
Maryland
$246K
MHR
1235
Matthew Hamilton Rosenberg
$246K +$14.4K +453 +6%
WAG
1236
Wallace Advisory Group
California
$245K -$3.23K -102 -1%
BWM
1237
BNC Wealth Management
Oregon
$244K
CGA
1238
Crescent Grove Advisors
Illinois
$244K
CHA
1239
Carmichael Hill & Associates
Maryland
$244K
CFA
1240
Capstone Financial Advisors
Illinois
$244K +$11K +346 +5%
BSSFA
1241
Baron Silver Stevens Financial Advisors
Florida
$244K +$13.1K +414 +6%
EB
1242
Exchange Bank
California
$244K
ZB
1243
Zions Bancorporation
Utah
$243K +$15K +474 +6%
NCM
1244
New Capital Management
Texas
$242K +$250K +7,884 New
LWP
1245
LMG Wealth Partners
Louisiana
$242K
BCB
1246
Brian C. Broderick
$240K
FPAS
1247
Focus Partners Advisor Solutions
Missouri
$238K +$40.5K +1,277 +20%
SEP
1248
Southland Equity Partners
Missouri
$238K +$63 +2 +0%
Capstone Investment Advisors
1249
Capstone Investment Advisors
New York
$237K +$107K +3,391 +78%
MWA
1250
Meridian Wealth Advisors
Texas
$237K +$6.34K +200 +3%

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.