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CSX Corp

1,515 hedge funds and large institutions have $47.8B invested in CSX Corp in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 480 increasing their positions, 539 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 97

15% more capital invested

Capital invested by funds: $41.6B → $47.8B (+$6.21B)

5% more funds holding

Funds holding: 1,4401,515 (+75)

0.22% less ownership

Funds ownership: 72.64%72.41% (-0.22%)

11% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 539

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

13% less call options, than puts

Call options by funds: $183M | Put options by funds: $211M

Holders
1,515
Holders Change
+75
Holders Change %
+5.21%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
204
Increased
480
Reduced
539
Closed
97
Calls
$183M
Puts
$211M
Net Calls
-$27.8M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1326
Valley National Advisers
Pennsylvania
$168K -$4K -133 -3%
LWCFA
1327
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$167K
MA
1328
MCF Advisors
Kentucky
$167K
QC
1329
Quent Capital
New York
$166K -$13.9K -463 -8%
CSWM
1330
Cassady Schiller Wealth Management
Ohio
$166K +$161K +5,347 New
TC
1331
Truvestments Capital
Florida
$162K -$51.5K -1,713 -25%
NHT
1332
New Hampshire Trust
New Hampshire
$161K +$157K +5,212 New
CWM
1333
CarsonAllaria Wealth Management
Illinois
$161K +$451 +15 +0.3%
PMFA
1334
Plante Moran Financial Advisors
Michigan
$158K +$20.4K +680 +15%
CFD
1335
Creative Financial Designs
Indiana
$154K -$18.9K -628 -11%
IGWM
1336
ICA Group Wealth Management
Colorado
$153K +$149K +4,950 New
HFM
1337
Harvest Fund Management
China
$151K +$76.1K +2,530 +106%
TFP
1338
Tilia Fiduciary Partners
North Carolina
$149K +$60 +2 +0%
LPIC
1339
LeJeune Puetz Investment Counsel
Michigan
$148K +$421 +14 +0.3%
PCM
1340
Perritt Capital Management
Illinois
$139K +$135K +4,500 New
SGC
1341
Slocum, Gordon & Co
Rhode Island
$139K +$135K +4,500 New
BEI
1342
Benjamin Edwards Inc
Missouri
$139K +$16.7K +556 +14%
WTA
1343
Washington Trust Advisors
Massachusetts
$138K -$126K -4,192 -48%
3IP
1344
3Chopt Investment Partners
Virginia
$137K +$133K +4,426 New
HB
1345
Horizon Bancorp
Indiana
$137K +$134K +4,443 New
RDFA
1346
Ritter Daniher Financial Advisory
Ohio
$135K
ONST
1347
Old North State Trust
North Carolina
$130K
DIP
1348
DT Investment Partners
Pennsylvania
$125K
TWM
1349
Tradition Wealth Management
Minnesota
$121K +$150 +5 +0.1%
TWA
1350
TCI Wealth Advisors
Arizona
$118K +$31K +1,031 +37%

CSX Hedge Fund Activity: Q4 2022 in Review

1,515 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2022, worth a combined $47.8B — up 15% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new CSX positions and 97 closed out — a net gain of 107 holders — while 480 added to existing stakes and 539 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $342M.

  • 1,515 institutional investors held CSX Corp (CSX) as of Q4 2022, up from 1,440 in Q3 2022.
  • Funds reported $47.8B of CSX Corp stock for Q4 2022, up 15% quarter-over-quarter.
  • 204 funds opened new CSX Corp positions in Q4 2022 and 97 closed out, a net change of +107 holders.
  • The largest CSX Corp buyer in Q4 2022 was Viking Global Investors, an estimated $468M added.
  • The largest CSX Corp seller in Q4 2022 was Capital World Investors, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2022.