We are live on ! Find out more
CSX icon

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
WWM
1351
Wolff Wiese Magana
California
$4K +$1.63K +51 +71%
EWA
1352
Evolution Wealth Advisors
Florida
$4K +$2.75K +86 +200%
LWA
1353
Lowe Wealth Advisors
Maryland
$3K
DOA
1354
D'Orazio & Associates
Virginia
$3K +$3.36K +105 New
EWM
1355
Edge Wealth Management
New York
$3K +$3.46K +108 New
RTL
1356
Red Tortoise LLC
Georgia
$3K +$3.46K +108 New
BAM
1357
Baldrige Asset Management
Pennsylvania
$2K
TF
1358
TimeScale Financial
Massachusetts
$2K
CWM
1359
Cranbrook Wealth Management
Michigan
$2K +$2.4K +75 New
GFPC
1360
Global Financial Private Client
Florida
$1.27K
BBHC
1361
Brown Brothers Harriman & Co
New York
$994 +$4.51K +141 +0.4%
ED
1362
Exane Derivatives
France
$981
Cohen & Steers
1363
Cohen & Steers
New York
-$85.3M -2,660,361 Closed
CBT
1364
Capital Bank & Trust
California
-$75.8M -2,364,209 Closed
PGEBT
1365
Pactiv General Employee Benefit Trust
Illinois
-$52.5M -1,636,227 Closed
Mawer Investment Management
1366
Mawer Investment Management
Alberta, Canada
-$38.6M -1,202,946 Closed
Balyasny Asset Management
1367
Balyasny Asset Management
Illinois
-$28.5M -888,452 Closed
ECP
1368
Electron Capital Partners
New York
-$26.9M -839,484 Closed
DKCM
1369
Davidson Kempner Capital Management
New York
-$22.1M -687,990 Closed
WMSA
1370
Weiss Multi-Strategy Advisers
New York
-$21.2M -661,926 Closed
BCM
1371
Bornite Capital Management
New York
-$12.8M -400,000 Closed
BIC
1372
Beach Investment Counsel
Pennsylvania
-$11.9M -371,196 Closed
SCM
1373
Soros Capital Management
New York
-$11.3M -351,300 Closed
MCM
1374
Moore Capital Management
New York
-$10M -312,510 Closed
PP
1375
Paloma Partners
Connecticut
-$7.79M -242,948 Closed

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.