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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
CBT
1401
Central Bank & Trust
Kentucky
$68.1K
SCM
1402
Silvant Capital Management
Georgia
$67.6K
GG
1403
Gleason Group
Kentucky
$66.3K +$222 +7 +0.3%
BWP
1404
Baldwin Wealth Partners
Massachusetts
$65K
MIP
1405
Mondrian Investment Partners
United Kingdom
$64.5K
WAM
1406
WFA Asset Management
Wisconsin
$64.3K +$222 +7 +0.3%
AIM
1407
Arcadia Investment Management
Michigan
$63.5K
IUHSA
1408
Itau Unibanco Holding S.A.
Brazil
$63.5K +$65.4K +2,064 New
FP
1409
Financial Perspectives
Minnesota
$62.6K +$158 +5 +0.2%
OLVIG
1410
Oliver Lagore Vanvalin Investment Group
Michigan
$62.5K -$285 -9 -0.4%
MFT
1411
Moisand Fitzgerald Tamayo
Florida
$61.3K
AWM
1412
AllSquare Wealth Management
New York
$61.1K
PGAM
1413
Princeton Global Asset Management
New Jersey
$60.1K
KLWA
1414
Kelly Lawrence W & Associates
California
$60K
RAM
1415
Riggs Asset Management
Pennsylvania
$59.5K
OA
1416
Operose Advisors
Wisconsin
$58.1K +$59.9K +1,891 New
OCM
1417
Orion Capital Management
California
$56.3K +$58K +1,830 New
PWA
1418
Provenance Wealth Advisors
Florida
$56.1K +$57.8K +1,823 New
APW
1419
Acima Private Wealth
Virginia
$55.4K
LFASL
1420
Lugano Financial Advisors SA (LFA)
Switzerland
$55.4K
C
1421
Covestor
United Kingdom
$55K -$3.1K -98 -5%
BCM
1422
Bourgeon Capital Management
Connecticut
$53.9K
GGI
1423
Godsey & Gibb Inc
Virginia
$50.2K
TC
1424
Trust Company
Kansas
$50.1K
FFA
1425
Farther Finance Advisors
California
$49.8K +$1.52K +48 +3%

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.