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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
WAM
1376
WFA Asset Management
Wisconsin
$64.1K +$211 +7 +0.3%
C
1377
Covestor
United Kingdom
$64K +$6.83K +227 +12%
AIM
1378
Arcadia Investment Management
Michigan
$64K
OLVIG
1379
Oliver Lagore Vanvalin Investment Group
Michigan
$63.2K
FP
1380
Financial Perspectives
Minnesota
$62.6K +$90 +3 +0.1%
KFI
1381
Key Financial Inc
Pennsylvania
$62.4K
MWC
1382
MBM Wealth Consultants
Missouri
$62K
MFT
1383
Moisand Fitzgerald Tamayo
Florida
$61.8K +$1.62K +54 +3%
PGAM
1384
Princeton Global Asset Management
New Jersey
$61K
KLWA
1385
Kelly Lawrence W & Associates
California
$60.4K
RAM
1386
Riggs Asset Management
Pennsylvania
$59.9K
SWA
1387
Sutton Wealth Advisors
Florida
$59.9K -$9.47K -315 -14%
KTC
1388
Kistler-Tiffany Companies
Pennsylvania
$57.7K -$14.9K -497 -21%
MIP
1389
Mondrian Investment Partners
United Kingdom
$57K +$55.7K +1,852 New
OCM
1390
Orion Capital Management
California
$56.7K
AFS
1391
Annapolis Financial Services
Maryland
$55.8K -$296K -9,857 -85%
APW
1392
Acima Private Wealth
Virginia
$55.8K
CFFP
1393
Center for Financial Planning
Michigan
$55.8K
BCM
1394
Bourgeon Capital Management
Connecticut
$54.3K +$52.7K +1,752 New
HIIFS
1395
Harel Insurance Investments & Financial Services
Israel
$52K -$16M -530,615 -100%
CCA
1396
Catalyst Capital Advisors
New York
$50.9K -$1.99K -66 -4%
EWM
1397
Endurance Wealth Management
Rhode Island
$50K
TC
1398
Trust Company
Kansas
$50K
ME
1399
McIlrath & Eck
Washington
$48.7K -$67.6K -2,248 -59%
AWM
1400
Accel Wealth Management
Iowa
$47.8K +$120 +4 +0.3%

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.