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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
SWA
1276
Sutton Wealth Advisors
Florida
$72.9K -$2.11K -69 -3%
SCM
1277
Silvant Capital Management
Georgia
$71K
AF
1278
Allworth Financial
California
$70K +$57.7K +1,890 +685%
RCG
1279
Rock Creek Group
District of Columbia
$69K -$455K -14,910 -87%
TI
1280
Truehand Inc
New Hampshire
$67K
GG
1281
Gleason Group
Kentucky
$67K +$183 +6 +0.3%
AIM
1282
Arcadia Investment Management
Michigan
$66K
MFT
1283
Moisand Fitzgerald Tamayo
Florida
$66K
KLWA
1284
Kelly Lawrence W & Associates
California
$63K
GRP
1285
Global Retirement Partners
California
$62K
KFI
1286
Key Financial Inc
Pennsylvania
$62K
PGAM
1287
Princeton Global Asset Management
New Jersey
$62K
MWM
1288
Mascoma Wealth Management
New Hampshire
$61K +$57.6K +1,887 New
RTC
1289
Riverview Trust Company
Washington
$60K
APW
1290
Acima Private Wealth
Virginia
$58K
CFFP
1291
Center for Financial Planning
Michigan
$58K
COCM
1292
Charter Oak Capital Management
New Hampshire
$58K +$92 +3 +0.2%
IFAM
1293
Institutional & Family Asset Management
Colorado
$58K +$55.1K +1,806 New
WWMSC
1294
Wagner Wealth Management (South Carolina)
South Carolina
$53K +$50.6K +1,659 New
TC
1295
Trust Company
Kansas
$52K
AA
1296
AlphaMark Advisors
Kentucky
$51K
AWM
1297
Accel Wealth Management
Iowa
$49K +$92 +3 +0.2%
FWM
1298
Filbrandt Wealth Management
Wisconsin
$48K
PO
1299
Private Ocean
California
$48K
WPA
1300
West Paces Advisors
Georgia
$47.5K

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.