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CSX Corp
CSX

Overview Fund Activity

1,681 hedge funds and large institutions have $53.4B invested in CSX Corp in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 615 increasing their positions, 598 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,681
Holders Change
+24
Holders Change %
+1.45%
% of All Funds
24.37%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
144
Increased
615
Reduced
598
Closed
99
Calls
$193M
Puts
$204M
Net Calls
-$11.7M
Net Calls Change
-$30.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$777M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$218M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$131M
4
Invesco
Invesco
Georgia
+$108M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$88.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$935M
2
Capital World Investors
Capital World Investors
California
-$322M
3
Capital International Investors
Capital International Investors
California
-$278M
4
Lazard Asset Management
Lazard Asset Management
New York
-$230M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1251
Mattern Wealth Management
Kansas
$326K – – –
ACM
1252
Allred Capital Management
Texas
$323K +$222 +6 +0.1%
DWM
1253
Drive Wealth Management
Utah
$322K -$3.45K -93 -1%
CCB
1254
Cutter & Co Brokerage
Missouri
$322K +$10.5K +284 +3%
PP
1255
PDS Planning
Ohio
$321K -$70.3K -1,897 -18%
SWM
1256
Scissortail Wealth Management
Oklahoma
$321K +$321K +8,655 New
GC
1257
Guidance Capital
Kentucky
$321K – – –
WE
1258
Wealth Effects
Massachusetts
$321K -$8.56K -231 -3%
AL
1259
Aspiriant LLC
California
$320K -$222 -6 -0.1%
CTA
1260
Colonial Trust Advisors
South Carolina
$320K -$2K -54 -0.6%
DCM
1261
Davis Capital Management
Florida
$318K – – –
MSG
1262
Main Street Group
Virginia
$317K +$22.3K +606 +8%
TYCC
1263
Texas Yale Capital Corp
Florida
$316K -$106K -2,850 -25%
BIM
1264
Bullseye Investment Management
Ohio
$316K – – –
CPC
1265
Consolidated Planning Corp
Georgia
$316K – – –
AC
1266
Allstate Corporation
Illinois
$315K – – –
PVI
1267
Pine Valley Investments
New Jersey
$315K +$24.4K +657 +8%
NPF
1268
Norris Perne & French
Michigan
$315K – – –
EWS
1269
Eagle Wealth Strategies
New Jersey
$314K +$221 +6 +0.1%
LOPW
1270
Live Oak Private Wealth
North Carolina
$314K -$1.48K -40 -0.5%
GM
1271
GeoWealth Management
Illinois
$314K +$314K +8,457 New
BDA
1272
Borer Denton & Associates
Pennsylvania
$313K – – –
FWA
1273
FSM Wealth Advisors
Ohio
$312K -$8.23K -222 -3%
MSFP
1274
Mark Sheptoff Financial Planning
Connecticut
$311K – – –
WWS
1275
Wellington Wealth Strategies
Indiana
$310K +$310K +8,375 New
49 50
51
52 53