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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
BAM
1301
Bellevue Asset Management
Washington
$27K
SFPG
1302
Stonebridge Financial Planning Group
Florida
$27K
GAM
1303
Gemmer Asset Management
California
$27K +$1.47K +46 +5%
ACM
1304
Antonetti Capital Management
Florida
$27K +$28.8K +900 New
CWC
1305
Carolinas Wealth Consulting
North Carolina
$25K +$32 +1 +0.1%
FCA
1306
FinTrust Capital Advisors
South Carolina
$24K
COCM
1307
Charter Oak Capital Management
New Hampshire
$24K +$32 +1 +0.1%
ANBT
1308
American National Bank & Trust
Texas
$24K +$20.8K +651 +409%
DI
1309
Disciplined Investments
Oklahoma
$22K
TCWM
1310
Total Clarity Wealth Management
Illinois
$21K +$22.1K +690 New
HFA
1311
HC Financial Advisors
California
$20K +$64 +2 +0.3%
MWM
1312
Mascoma Wealth Management
New Hampshire
$20K +$21.8K +681 New
BEI
1313
Benjamin Edwards Inc
Missouri
$20K +$22K +687 New
HI
1314
Hudock Inc
Pennsylvania
$19K
BMD
1315
Better Money Decisions
New Mexico
$19K +$32 +1 +0.2%
GWMIA
1316
Global Wealth Management Investment Advisory
Florida
$18K
RA
1317
Resolute Advisors
California
$18K
RIM
1318
Rockbridge Investment Management
New York
$18K
JWA
1319
JFS Wealth Advisors
Pennsylvania
$18K +$19.2K +600 New
TFM
1320
TFC Financial Management
Massachusetts
$17K
CPC
1321
Consolidated Planning Corp
Georgia
$17K +$17.8K +555 New
AP
1322
Atwood & Palmer
Missouri
$17K +$18K +561 New
TFGT
1323
TS Financial Group (TSFG)
Illinois
$16K
DWP
1324
Destiny Wealth Partners
Florida
$16K +$17.5K +547 New
DWA
1325
Delos Wealth Advisors
Texas
$15K

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.