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CSX Corp

1,541 hedge funds and large institutions have $44.7B invested in CSX Corp in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 543 increasing their positions, 563 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

23% more call options, than puts

Call options by funds: $152M | Put options by funds: $124M

0.75% less ownership

Funds ownership: 73.07%72.31% (-0.75%)

4% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 563

2% less funds holding

Funds holding: 1,5781,541 (-37)

12% less capital invested

Capital invested by funds: $50.5B → $44.7B (-$5.86B)

13% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 122

Holders
1,541
Holders Change
-37
Holders Change %
-2.34%
% of All Funds
24.46%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
106
Increased
543
Reduced
563
Closed
122
Calls
$152M
Puts
$124M
Net Calls
+$28.2M
Net Calls Change
-$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1301
Oxford Financial Group
Indiana
$216K -$7.79K -246 -3%
HWA
1302
HCR Wealth Advisors
California
$216K -$7.98K -252 -3%
ACH
1303
ArrowMark Colorado Holdings
Colorado
$216K
ESBC
1304
E.S. Barr & Co
Kentucky
$215K +$17K +537 +8%
SFG
1305
StrategIQ Financial Group
Indiana
$215K +$222 +7 +0.1%
LBA
1306
Lowell Blake & Associates
Massachusetts
$215K
TA
1307
TFG Advisers
Michigan
$214K -$4.12K -130 -2%
WPC
1308
White Pine Capital
Minnesota
$214K
DC
1309
Defender Capital
North Carolina
$213K
GKWIM
1310
Gerber Kawasaki Wealth & Investment Management
California
$213K +$13.9K +438 +7%
IAIM
1311
International Assets Investment Management
Florida
$213K +$31.6K +998 +17%
SCM
1312
Spreng Capital Management
Ohio
$213K -$9.51K -300 -4%
CFD
1313
Creative Financial Designs
Indiana
$212K +$14K +443 +7%
FIM
1314
Freedom Investment Management
Connecticut
$212K +$218K +6,896 New
MAM
1315
Madison Asset Management
Wisconsin
$212K
SXL
1316
Summit X LLC
Missouri
$212K
ZIC
1317
ZWJ Investment Counsel
Georgia
$211K +$217K +6,849 New
B
1318
Bridgeworth
Alabama
$211K -$57.3K -1,808 -21%
D.E. Shaw & Co
1319
D.E. Shaw & Co
New York
$210K -$1.99M -62,780 -90%
GAM
1320
Gould Asset Management
California
$210K
IGWM
1321
ICA Group Wealth Management
Colorado
$210K -$8.33K -263 -4%
AAS
1322
Ameritas Advisory Services
Nebraska
$209K +$215K +6,795 New
GWSG
1323
GPS Wealth Strategies Group
Colorado
$209K -$7.29K -230 -3%
JWCA
1324
J.W. Coons Advisors
Ohio
$208K
NS
1325
NBC Securities
Alabama
$207K +$214K +6,760 New

CSX Hedge Fund Activity: Q3 2023 in Review

1,541 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2023, worth a combined $44.7B — down 12% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CSX and 106 opened new positions — a net loss of 16 holders — while 563 trimmed existing stakes and 543 added.

The largest buyer was BlackRock, adding an estimated $279M. The largest seller was Capital World Investors, cutting an estimated $709M.

  • 1,541 institutional investors held CSX Corp (CSX) as of Q3 2023, down from 1,578 in Q2 2023.
  • Funds reported $44.7B of CSX Corp stock for Q3 2023, down 12% quarter-over-quarter.
  • 106 funds opened new CSX Corp positions in Q3 2023 and 122 closed out, a net change of -16 holders.
  • The largest CSX Corp buyer in Q3 2023 was BlackRock, an estimated $279M added.
  • The largest CSX Corp seller in Q3 2023 was Capital World Investors, an estimated $709M sold.

Based on aggregated 13F filings for Q3 2023.