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CSX Corp
CSX

Overview Fund Activity

1,657 hedge funds and large institutions have $50.8B invested in CSX Corp in 2023 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 523 increasing their positions, 606 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+123
Holders Change %
+8.02%
% of All Funds
24.29%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
222
Increased
523
Reduced
606
Closed
77
Calls
$172M
Puts
$153M
Net Calls
+$19.2M
Net Calls Change
-$9.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$896M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$661M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$344M
4
Capital International Investors
Capital International Investors
California
+$175M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$521M
2
SCP
Soroban Capital Partners
New York
-$373M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$260M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
5
Lazard Asset Management
Lazard Asset Management
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
1301
IVC Wealth Advisors
Pennsylvania
$261K -$52K -1,500 -17%
CAM
1302
Cozad Asset Management
Illinois
$260K -$5.2K -150 -2%
OPPS
1303
Obsidian Personal Planning Solutions
Maryland
$260K +$260K +7,503 New
TSS
1304
Two Sigma Securities
New York
$260K -$930K -26,828 -78%
MWA
1305
Meridian Wealth Advisors
Texas
$260K -$6.93K -200 -3%
PHIC
1306
Pine Haven Investment Counsel
Massachusetts
$260K – – –
TW
1307
TrinityPoint Wealth
Connecticut
$259K +$35 +1 +0%
HWA
1308
HCR Wealth Advisors
California
$258K +$14.4K +414 +6%
TNB
1309
Thomasville National Bank
Georgia
$258K – – –
TI
1310
Truepoint Inc
Ohio
$258K -$132K -3,808 -34%
AEPWM
1311
Atlantic Edge Private Wealth Management
Florida
$257K +$257K +7,421 New
SMC
1312
Smith, Moore & Co
Missouri
$257K +$416 +12 +0.2%
KIA
1313
KCM Investment Advisors
California
$257K -$35.2K -1,016 -12%
EGWAG
1314
Elwood & Goetz Wealth Advisory Group
Georgia
$257K +$8.39K +242 +3%
CCM
1315
Carderock Capital Management
Maryland
$257K – – –
KWA
1316
Kingswood Wealth Advisors
California
$255K +$255K +7,353 New
KA
1317
Klingman & Associates
New York
$254K -$2.81K -81 -1%
BWFA
1318
Baltimore-Washington Financial Advisors
Maryland
$254K -$55.7K -1,606 -18%
RI
1319
Ridgewood Investments
New Jersey
$254K -$1.8K -52 -0.7%
WWG
1320
West Wealth Group
California
$254K +$797 +23 +0.3%
Empower Advisory Group
1321
Empower Advisory Group
Colorado
$251K -$186K -5,353 -43%
NRI
1322
NFP Retirement Inc
California
$251K +$251K +7,235 New
NAG
1323
Northstar Advisory Group
New Jersey
$251K +$251K +7,234 New
SAF
1324
Smith Anglin Financial
Texas
$251K +$728 +21 +0.3%
LF
1325
Lannebo Fonder
Sweden
$250K +$250K +7,200 New
51 52
53
54 55