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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
HR
1351
Howe & Rusling
New York
$11K +$10.8K +354 New
AWM
1352
AllSquare Wealth Management
New York
$10K
MF
1353
Manchester Financial
California
$10K
PG
1354
Proffitt & Goodson
Tennessee
$10K
PFA
1355
Professional Financial Advisors
Nebraska
$9K +$92 +3 +1%
WCM
1356
Wealthcare Capital Management
Virginia
$8K +$7.42K +243 New
PSIWM
1357
Paradigm Strategies in Wealth Management
Minnesota
$8K +$7.78K +255 New
SCA
1358
Stonebridge Capital Advisors
Minnesota
$8K +$8.06K +264 New
LS
1359
Leelyn Smith
Illinois
$7K
MLFP
1360
MPS Loria Financial Planners
Illinois
$7K
TF
1361
TimeScale Financial
Massachusetts
$7K +$5.13K +168 +280%
IPW
1362
IronBridge Private Wealth
Texas
$6K
SJIM
1363
St. Johns Investment Management
Florida
$6K
HS
1364
Horan Securities
United States
$6K +$5.95K +195 New
MIH
1365
Meitav Investment House
Israel
$5.88K +$1.38M +45,360 +33%
Kayne Anderson Rudnick Investment Management
1366
Kayne Anderson Rudnick Investment Management
California
$5K
SFP
1367
Sterling Financial Planning
New Jersey
$5K
EWA
1368
Evolution Wealth Advisors
Florida
$4K
EI
1369
Ellevest Inc
New York
$3K -$20.4K -669 -87%
LWA
1370
Lenox Wealth Advisors
New York
$3K -$3.11K -102 -50%
LWM
1371
Liberty Wealth Management
California
$3K
LWA
1372
Lowe Wealth Advisors
Maryland
$3K
MPWT
1373
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.02K +99 New
GFPC
1374
Global Financial Private Client
Florida
$1.36K
ED
1375
Exane Derivatives
France
$1.06K -$458 -15 -31%

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.