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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
TFO
1301
Tarbox Family Office
California
$47K
VCM
1302
Versant Capital Management
Arizona
$47K
Nisa Investment Advisors
1303
Nisa Investment Advisors
Missouri
$46.7K +$4.73M +154,851 +12%
PA
1304
Perennial Advisors
New York
$46K +$4.12K +135 +10%
TFIPS
1305
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.8K
LFG
1306
Larson Financial Group
Missouri
$45K +$641 +21 +2%
EW
1307
Evoke Wealth
California
$45K +$21K +687 +95%
SWP
1308
ShoreHaven Wealth Partners
New Jersey
$44K
SLF
1309
Sun Life Financial
Ontario, Canada
$43K -$366 -12 -0.9%
CCMW
1310
Cypress Capital Management (Wyoming)
Wyoming
$43K +$41.2K +1,350 New
EFSCE
1311
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$549 -18 -1%
AWM
1312
Avior Wealth Management
Nebraska
$41K -$57.6K -1,887 -59%
GWS
1313
Glassman Wealth Services
Virginia
$41K +$5.13K +168 +15%
MCM
1314
MV Capital Management
Maryland
$40K +$1.65K +54 +5%
ACA
1315
Atlas Capital Advisors
Wyoming
$38.7K
PP
1316
Pacifica Partners
Canada
$37K -$11.4K -375 -25%
BWP
1317
Baldwin Wealth Partners
Massachusetts
$37K
CWA
1318
Clearview Wealth Advisors
Oregon
$36K
GSAM
1319
Grant Street Asset Management
Pennsylvania
$34K
ASBI
1320
American State Bank (Iowa)
Iowa
$33.7K
AIG
1321
American International Group
New York
$32.4K +$1.34M +43,917 +5%
PCFFS
1322
Pacific Center for Financial Services
California
$31K
BAM
1323
Bellevue Asset Management
Washington
$29K
GAM
1324
Gemmer Asset Management
California
$26K
FCA
1325
FinTrust Capital Advisors
South Carolina
$26K +$12.3K +402 +97%

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.