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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
SFPG
1326
Stonebridge Financial Planning Group
Florida
$25K
Loomis, Sayles & Company
1327
Loomis, Sayles & Company
Massachusetts
$22K -$7.42K -243 -26%
TCWM
1328
Total Clarity Wealth Management
Illinois
$22K +$21.1K +690 New
HCP
1329
Hexagon Capital Partners
Arkansas
$21K
HFA
1330
HC Financial Advisors
California
$21K +$92 +3 +0.5%
BMD
1331
Better Money Decisions
New Mexico
$21K +$19.5K +639 New
SFSIG
1332
San Francisco Sentry Investment Group
California
$20K -$20.1K -657 -51%
GWMIA
1333
Global Wealth Management Investment Advisory
Florida
$19K
HI
1334
Human Investing
Oregon
$19K
RIM
1335
Rockbridge Investment Management
New York
$19K
TFM
1336
TFC Financial Management
Massachusetts
$19K
DAC
1337
Dividend Assets Capital
South Carolina
$19K +$18.3K +600 New
SSWG
1338
Seven Springs Wealth Group
Tennessee
$16K
WLPWM
1339
Walled Lake Planning & Wealth Management
Illinois
$16K
FWM
1340
Focused Wealth Management
New York
$15K +$92 +3 +0.7%
VLKIM
1341
Van Lanschot Kempen Investment Management
Netherlands
$15K +$14.6K +477 New
AF
1342
Arrow Financial
New York
$14K
CCA
1343
Column Capital Advisors
Indiana
$14K
WTC
1344
WhitTier Trust Company
Nevada
$14K
HWM
1345
Holloway Wealth Management
Florida
$13K
TFGT
1346
TS Financial Group (TSFG)
Illinois
$13K
KFP
1347
KB Financial Partners
New Jersey
$13K +$12.4K +405 New
RA
1348
Resolute Advisors
California
$13K +$17K +558 +1,033%
FI
1349
FormulaFolio Investments
Michigan
$11K -$561K -18,393 -98%
CIA
1350
CSat Investment Advisory
Michigan
$11K +$1.83K +60 +22%

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.