We are live on ! Find out more
CSX icon

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
HFP
1251
Holistic Financial Partners
Indiana
$237K
CAM
1252
Cozad Asset Management
Illinois
$236K +$4.75K +150 +2%
CCFM
1253
Clear Creek Financial Management
Washington
$235K -$729 -23 -0.3%
CFGSD
1254
Compass Financial Group (South Dakota)
South Dakota
$235K -$32 -1 -0%
LSA
1255
Leonteq Securities AG
Switzerland
$235K +$118K +3,737 +96%
GWANC
1256
Guardian Wealth Advisors (North Carolina)
North Carolina
$235K +$41.7K +1,315 +21%
SMA
1257
Sage Mountain Advisors
Georgia
$233K +$40K +1,263 +20%
CS
1258
Capital Square
Tennessee
$233K
EWA
1259
EverSource Wealth Advisors
Alabama
$233K +$3.2K +101 +1%
AAM
1260
Auxier Asset Management
Oregon
$233K
CBT
1261
CoreFirst Bank & Trust
Kansas
$232K
LFGO
1262
Legacy Financial Group (Oklahoma)
Oklahoma
$232K -$4.69K -148 -2%
NSB
1263
Norway Savings Bank
Maine
$231K -$68.1K -2,150 -22%
PHIC
1264
Pine Haven Investment Counsel
Massachusetts
$231K
WS
1265
Wela Strategies
Georgia
$230K
CUAMC
1266
China Universal Asset Management Company
China
$230K +$164K +5,182 +226%
TW
1267
TrinityPoint Wealth
Connecticut
$230K
TNB
1268
Thomasville National Bank
Georgia
$229K -$5.13K -162 -2%
FRA
1269
Front Row Advisors
California
$228K -$855 -27 -0.4%
PVH
1270
Psagot Value Holdings
Israel
$228K
CFB
1271
Cullen/Frost Bankers
Texas
$228K -$5.82M -183,791 -96%
KA
1272
Klingman & Associates
New York
$228K +$760 +24 +0.3%
SMC
1273
Smith, Moore & Co
Missouri
$228K +$19.4K +612 +9%
CCM
1274
Carderock Capital Management
Maryland
$228K
EM
1275
Excalibur Management
Massachusetts
$227K -$63.4K -2,000 -21%

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.