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CSX Corp

1,363 hedge funds and large institutions have $48.8B invested in CSX Corp in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 558 increasing their positions, 425 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 425

5% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 91

0.71% more ownership

Funds ownership: 72.32%73.03% (+0.71%)

1% less funds holding

Funds holding: 1,3781,363 (-15)

7% less capital invested

Capital invested by funds: $52.5B → $48.8B (-$3.71B)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

28% less call options, than puts

Call options by funds: $183M | Put options by funds: $256M

Holders
1,363
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
23.86%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
96
Increased
558
Reduced
425
Closed
91
Calls
$183M
Puts
$256M
Net Calls
-$72.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1276
Rock Creek Group
District of Columbia
$42K +$3.62K +113 +9%
LFG
1277
Larson Financial Group
Missouri
$40K -$2.05K -64 -5%
CCA
1278
Catalyst Capital Advisors
New York
$40K -$1.6K -50 -4%
CCMW
1279
Cypress Capital Management (Wyoming)
Wyoming
$40K
Nisa Investment Advisors
1280
Nisa Investment Advisors
Missouri
$38.4K -$1.93M -60,195 -4%
ACA
1281
Atlas Capital Advisors
Wyoming
$38.2K
HA
1282
Herold Advisors
New York
$38K +$41.3K +1,290 New
RWML
1283
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$37.8K +$2.21K +69 +6%
AWM
1284
Avior Wealth Management
Nebraska
$37K +$865 +27 +2%
RCM
1285
Regency Capital Management
Hawaii
$36K -$1.3M -40,472 -97%
BWP
1286
Baldwin Wealth Partners
Massachusetts
$34K
PP
1287
Pacifica Partners
Canada
$34K
EW
1288
Evoke Wealth
California
$33K
CWA
1289
Clearview Wealth Advisors
Oregon
$33K +$64 +2 +0.2%
SFP
1290
Sterling Financial Planning
New Jersey
$33K +$31.2K +975 +650%
ASBI
1291
American State Bank (Iowa)
Iowa
$31.2K
AF
1292
Allworth Financial
California
$31K -$35.9K -1,122 -52%
AAP
1293
Arax Advisory Partners
Colorado
$31K
Loomis, Sayles & Company
1294
Loomis, Sayles & Company
Massachusetts
$30K +$9.8K +306 +43%
MWC
1295
MBM Wealth Consultants
Missouri
$30K +$32K +1,000 New
CFO
1296
CVA Family Office
Colorado
$29K -$120K -3,752 -91%
PCFFS
1297
Pacific Center for Financial Services
California
$29K
MIFH
1298
Migdal Insurance & Financial Holdings
Israel
$28K -$18.4M -575,062 -100%
EI
1299
Ellevest Inc
New York
$28K +$29.7K +927 New
ST
1300
Sageworth Trust
Pennsylvania
$27K -$173K -5,400 -86%

CSX Hedge Fund Activity: Q3 2021 in Review

1,363 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2021, worth a combined $48.8B — down 7.1% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CSX positions and 91 closed out — a net gain of 5 holders — while 558 added to existing stakes and 425 trimmed.

The largest buyer was Northern Trust, adding an estimated $348M. The largest seller was Capital Research Global Investors, cutting an estimated $227M.

  • 1,363 institutional investors held CSX Corp (CSX) as of Q3 2021, down from 1,378 in Q2 2021.
  • Funds reported $48.8B of CSX Corp stock for Q3 2021, down 7.1% quarter-over-quarter.
  • 96 funds opened new CSX Corp positions in Q3 2021 and 91 closed out, a net change of +5 holders.
  • The largest CSX Corp buyer in Q3 2021 was Northern Trust, an estimated $348M added.
  • The largest CSX Corp seller in Q3 2021 was Capital Research Global Investors, an estimated $227M sold.

Based on aggregated 13F filings for Q3 2021.