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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
Bank Julius Baer & Co
1251
Bank Julius Baer & Co
Switzerland
$101K -$276K -9,057 -74%
LF
1252
Lee Financial
Texas
$101K
NFSG
1253
Newbridge Financial Services Group
Florida
$98K +$15.3K +501 +20%
VRM
1254
Vectors Research Management
New York
$97K
FHC
1255
First Horizon Corporation
Tennessee
$94K +$15.9K +522 +22%
CAM
1256
Costello Asset Management
Pennsylvania
$92K
TWA
1257
TCI Wealth Advisors
Arizona
$91K +$1.47K +48 +2%
ME
1258
McIlrath & Eck
Washington
$90K
BWM
1259
Baystate Wealth Management
Massachusetts
$90K +$18.5K +606 +28%
NICM
1260
Neo Ivy Capital Management
New York
$90K +$85.6K +2,805 New
LTI
1261
Laffer Tengler Investments
Tennessee
$89.1K +$84.6K +2,772 New
MWP
1262
Meridian Wealth Partners
Pennsylvania
$89K +$9.43K +309 +13%
ADL
1263
Asset Dedication LLC
California
$87K
BWM
1264
BerganKDV Wealth Management
Minnesota
$86K -$58.3K -1,911 -42%
HWA
1265
HHM Wealth Advisors
Tennessee
$86K +$18.3K +600 +29%
PHK
1266
Point72 Hong Kong
Hong Kong
$85K -$758K -24,849 -90%
ZB
1267
Zions Bancorporation
Utah
$84K -$7.23K -237 -8%
CFO
1268
CVA Family Office
Colorado
$82K +$44.4K +1,455 +132%
CB
1269
CNB Bank
Pennsylvania
$81K
TCM
1270
Tradewinds Capital Management
Washington
$81K
CWC
1271
Carolinas Wealth Consulting
North Carolina
$80K
MGIM
1272
M&G Investment Management
United Kingdom
$78.4K -$15.3M -501,552 -17%
EWM
1273
Endurance Wealth Management
Rhode Island
$78K
KTC
1274
Kistler-Tiffany Companies
Pennsylvania
$77K +$92 +3 +0.1%
HC
1275
Hoese & Co
Minnesota
$77K +$73.3K +2,400 New

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.