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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
FH
1251
FWG Holdings
Florida
$226K -$38.6K -1,285 -15%
HWA
1252
HCR Wealth Advisors
California
$226K +$219K +7,284 New
PAMG
1253
Patton Albertson Miller Group
Tennessee
$225K +$218K +7,251 New
WWG
1254
West Wealth Group
California
$224K +$218K +7,246 New
FWM
1255
Fairhaven Wealth Management
Illinois
$224K +$218K +7,238 New
CHA
1256
Carmichael Hill & Associates
Maryland
$223K
LRPA
1257
L. Roy Papp & Associates
Arizona
$223K +$217K +7,200 New
RCA
1258
Rex Capital Advisors
Rhode Island
$223K +$217K +7,200 New
RPA
1259
Rock Point Advisors
Vermont
$223K +$217K +7,200 New
MAWCM
1260
Mine & Arao Wealth Creation & Management
California
$223K +$90 +3 +0%
BCA
1261
Bray Capital Advisors
Florida
$222K
WPC
1262
White Pine Capital
Minnesota
$221K +$215K +7,142 New
OFG
1263
Oxford Financial Group
Indiana
$220K +$214K +7,117 New
CCFM
1264
Clear Creek Financial Management
Washington
$220K +$214K +7,109 New
AL
1265
Aspiriant LLC
California
$220K +$213K +7,092 New
HH
1266
Hilltop Holdings
Texas
$219K -$21.8K -724 -9%
RBC
1267
Romano Brothers & Co
Illinois
$219K +$213K +7,072 New
HBW
1268
Hazlett, Burt & Watson
West Virginia
$219K
KCM
1269
Kendall Capital Management
Maryland
$218K -$35.5K -1,180 -14%
SFG
1270
SNS Financial Group
Minnesota
$218K +$211K +7,024 New
ACH
1271
ArrowMark Colorado Holdings
Colorado
$217K +$211K +7,020 New
EF
1272
Empowered Funds
Pennsylvania
$217K +$211K +7,016 New
LNB
1273
Ledyard National Bank
$217K +$210K +6,996 New
GWANC
1274
Guardian Wealth Advisors (North Carolina)
North Carolina
$217K +$210K +6,994 New
LBA
1275
Lowell Blake & Associates
Massachusetts
$216K +$210K +6,981 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.