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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
FP
1326
Financial Perspectives
Minnesota
$14.4K
ETC
1327
Exchange Traded Concepts
Oklahoma
$14K -$2.68M -83,548 -99%
FWM
1328
Focused Wealth Management
New York
$14K +$64 +2 +0.4%
LWA
1329
Lenox Wealth Advisors
New York
$14K +$1.63K +51 +12%
AF
1330
Arrow Financial
New York
$13K
CCA
1331
Column Capital Advisors
Indiana
$13K
AAM
1332
Advisors Asset Management
Colorado
$13K +$8.04K +251 +125%
WTC
1333
WhitTier Trust Company
Nevada
$13K +$9.61K +300 +200%
Simplex Trading
1334
Simplex Trading
Illinois
$12K -$322K -10,051 -96%
HWM
1335
Holloway Wealth Management
Florida
$12K
AWM
1336
AllSquare Wealth Management
New York
$12K +$3.2K +100 +33%
ODG
1337
O'Dell Group
Ohio
$12K +$12.9K +403 New
HR
1338
Howe & Rusling
New York
$11K
BIA
1339
Bell Investment Advisors
California
$11K +$12.2K +381 New
PFA
1340
Professional Financial Advisors
Nebraska
$9K
PG
1341
Proffitt & Goodson
Tennessee
$9K
SCA
1342
Stonebridge Capital Advisors
Minnesota
$8K -$2.82K -88 -25%
LWM
1343
Liberty Wealth Management
California
$7K +$3.49K +109 +100%
NL
1344
NVWM LLC
Pennsylvania
$7K +$7.88K +246 New
JWM
1345
Jackson Wealth Management
Florida
$7K +$1.8M +56,296 +57%
LS
1346
Leelyn Smith
Illinois
$6K
SJIM
1347
St. Johns Investment Management
Florida
$6K
SAI
1348
Systematic Alpha Investments
New Jersey
$6K +$5.67K +177 New
IPW
1349
IronBridge Private Wealth
Texas
$5K
Kayne Anderson Rudnick Investment Management
1350
Kayne Anderson Rudnick Investment Management
California
$4K

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.