We are live on ! Find out more
CSX icon

CSX Corp

1,541 hedge funds and large institutions have $44.7B invested in CSX Corp in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 543 increasing their positions, 563 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

23% more call options, than puts

Call options by funds: $152M | Put options by funds: $124M

0.75% less ownership

Funds ownership: 73.07%72.31% (-0.75%)

4% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 563

2% less funds holding

Funds holding: 1,5781,541 (-37)

12% less capital invested

Capital invested by funds: $50.5B → $44.7B (-$5.86B)

13% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 122

Holders
1,541
Holders Change
-37
Holders Change %
-2.34%
% of All Funds
24.46%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
106
Increased
543
Reduced
563
Closed
122
Calls
$152M
Puts
$124M
Net Calls
+$28.2M
Net Calls Change
-$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
1326
Birch Hill Investment Advisors
Massachusetts
$206K -$4.63K -146 -2%
BAM
1327
Belpointe Asset Management
Nevada
$206K -$35.2K -1,111 -14%
RWI
1328
Red Wave Investments
Pennsylvania
$206K
WI
1329
Wintrust Investments
Illinois
$205K +$211K +6,659 New
RWS
1330
Resolute Wealth Strategies
Mississippi
$204K -$634 -20 -0.3%
AB
1331
Atlas Brown
Kentucky
$203K +$127 +4 +0.1%
DLG
1332
Daniel L. Goodwin
$203K
BMC
1333
Beaton Management Company
Massachusetts
$202K -$10.9K -345 -5%
MI
1334
Moneywise Inc
Virginia
$200K
SAG
1335
SageView Advisory Group
California
$200K -$4.94K -156 -2%
BIM
1336
Baldwin Investment Management
Pennsylvania
$200K
OSNBOA
1337
Old Second National Bank of Aurora
Illinois
$198K -$12.7K -400 -6%
LWCFA
1338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$194K -$10.9K -345 -5%
ACA
1339
Atlas Capital Advisors
Wyoming
$191K
HI
1340
Harbour Investments
Wisconsin
$190K +$4.25K +134 +2%
JEST
1341
JTC Employer Solutions Trustee
Jersey
$190K
SOS
1342
Silver Oak Securities
Tennessee
$185K -$171K -5,405 -47%
FPFS
1343
First Personal Financial Services
North Carolina
$183K +$95 +3 +0.1%
QC
1344
Quent Capital
New York
$181K +$919 +29 +0.5%
TWM
1345
Tradition Wealth Management
Minnesota
$180K -$1.93K -61 -1%
LFG
1346
Larson Financial Group
Missouri
$179K -$21.3K -672 -10%
AA
1347
Alta Advisers
United Kingdom
$178K
PAG
1348
Paladin Advisory Group
Iowa
$172K
Parallax Volatility Advisers
1349
Parallax Volatility Advisers
California
$168K +$173K +5,448 New
MA
1350
MCF Advisors
Kentucky
$166K

CSX Hedge Fund Activity: Q3 2023 in Review

1,541 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2023, worth a combined $44.7B — down 12% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CSX and 106 opened new positions — a net loss of 16 holders — while 563 trimmed existing stakes and 543 added.

The largest buyer was BlackRock, adding an estimated $279M. The largest seller was Capital World Investors, cutting an estimated $709M.

  • 1,541 institutional investors held CSX Corp (CSX) as of Q3 2023, down from 1,578 in Q2 2023.
  • Funds reported $44.7B of CSX Corp stock for Q3 2023, down 12% quarter-over-quarter.
  • 106 funds opened new CSX Corp positions in Q3 2023 and 122 closed out, a net change of -16 holders.
  • The largest CSX Corp buyer in Q3 2023 was BlackRock, an estimated $279M added.
  • The largest CSX Corp seller in Q3 2023 was Capital World Investors, an estimated $709M sold.

Based on aggregated 13F filings for Q3 2023.