We are live on ! Find out more
CSX icon

CSX Corp

1,579 hedge funds and large institutions have $50.5B invested in CSX Corp in 2023 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 528 increasing their positions, 570 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 76

32% more call options, than puts

Call options by funds: $155M | Put options by funds: $117M

12% more capital invested

Capital invested by funds: $45B → $50.5B (+$5.51B)

5% more funds holding

Funds holding: 1,4991,579 (+80)

0.39% more ownership

Funds ownership: 72.68%73.07% (+0.39%)

7% less repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 570

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

Holders
1,579
Holders Change
+80
Holders Change %
+5.34%
% of All Funds
24.79%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
166
Increased
528
Reduced
570
Closed
76
Calls
$155M
Puts
$117M
Net Calls
+$38M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1326
Petrus Trust Company
Texas
$230K -$167K -5,281 -44%
LWCFA
1327
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K +$41.6K +1,315 +24%
RWI
1328
Red Wave Investments
Pennsylvania
$228K +$211K +6,683 New
SAG
1329
SageView Advisory Group
California
$228K +$211K +6,672 New
SWM
1330
Spire Wealth Management
Virginia
$227K -$2.75M -86,825 -93%
RWS
1331
Resolute Wealth Strategies
Mississippi
$227K +$210K +6,644 New
AB
1332
Atlas Brown
Kentucky
$225K +$209K +6,612 New
DLG
1333
Daniel L. Goodwin
$225K +$209K +6,600 New
AC
1334
Asio Capital
Kentucky
$224K +$208K +6,561 New
PAMG
1335
Patton Albertson Miller Group
Tennessee
$223K +$206K +6,526 New
MI
1336
Moneywise Inc
Virginia
$222K +$206K +6,518 New
BIM
1337
Baldwin Investment Management
Pennsylvania
$222K +$206K +6,507 New
LFG
1338
Larson Financial Group
Missouri
$222K +$12.1K +384 +6%
GKWIM
1339
Gerber Kawasaki Wealth & Investment Management
California
$222K +$206K +6,500 New
XWM
1340
Xcel Wealth Management
Florida
$221K +$205K +6,488 New
TCOT
1341
Trust Company of Toledo
Ohio
$221K -$345K -10,909 -63%
PSP
1342
Principal Street Partners
Tennessee
$221K +$205K +6,477 New
RBC
1343
Romano Brothers & Co
Illinois
$221K -$18.9K -598 -8%
FPAS
1344
Focus Partners Advisor Solutions
Missouri
$221K +$205K +6,474 New
ICM
1345
IMS Capital Management
Oregon
$220K +$204K +6,464 New
ESBC
1346
E.S. Barr & Co
Kentucky
$220K +$204K +6,463 New
CFD
1347
Creative Financial Designs
Indiana
$220K +$22.5K +710 +12%
FBA
1348
Front Barnett Associates
Illinois
$219K +$203K +6,414 New
WAG
1349
Wallace Advisory Group
California
$218K
T
1350
TCWP
Ohio
$218K -$130K -4,111 -39%

CSX Hedge Fund Activity: Q2 2023 in Review

1,579 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2023, worth a combined $50.5B — up 12% from $45B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new CSX positions and 76 closed out — a net gain of 90 holders — while 528 added to existing stakes and 570 trimmed.

The largest buyer was Capital International Investors, adding an estimated $637M. The largest seller was Viking Global Investors, cutting an estimated $293M.

  • 1,579 institutional investors held CSX Corp (CSX) as of Q2 2023, up from 1,499 in Q1 2023.
  • Funds reported $50.5B of CSX Corp stock for Q2 2023, up 12% quarter-over-quarter.
  • 166 funds opened new CSX Corp positions in Q2 2023 and 76 closed out, a net change of +90 holders.
  • The largest CSX Corp buyer in Q2 2023 was Capital International Investors, an estimated $637M added.
  • The largest CSX Corp seller in Q2 2023 was Viking Global Investors, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2023.