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CSX Corp
CSX

Overview Fund Activity

1,657 hedge funds and large institutions have $50.8B invested in CSX Corp in 2023 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 523 increasing their positions, 606 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+123
Holders Change %
+8.02%
% of All Funds
24.29%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
222
Increased
523
Reduced
606
Closed
77
Calls
$172M
Puts
$153M
Net Calls
+$19.2M
Net Calls Change
-$9.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$896M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$661M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$344M
4
Capital International Investors
Capital International Investors
California
+$175M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$521M
2
SCP
Soroban Capital Partners
New York
-$373M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$260M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
5
Lazard Asset Management
Lazard Asset Management
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1401
Nelson Capital Management
California
$215K +$215K +6,200 New
BHBT
1402
Burke & Herbert Bank & Trust
Virginia
$215K +$215K +6,196 New
DFG
1403
Delta Financial Group
New Jersey
$214K +$214K +6,173 New
PSP
1404
Principal Street Partners
Tennessee
$214K +$214K +6,172 New
CIS
1405
Continental Investors Services
Washington
$214K +$214K +6,163 New
SDWMA
1406
Schneider Downs Wealth Management Advisors
Pennsylvania
$213K +$213K +6,135 New
LWM
1407
Lakeridge Wealth Management
Ohio
$213K +$213K +6,130 New
BWP
1408
BSW Wealth Partners
Colorado
$212K +$212K +6,103 New
CFO
1409
CVA Family Office
Colorado
$211K +$211K +6,092 New
EA
1410
Emerald Advisors
Washington
$211K +$211K +6,081 New
VFA
1411
Voya Financial Advisors
Connecticut
$211K +$211K +6,067 New
T
1412
TCWP
Ohio
$211K +$211K +6,076 New
CIC
1413
Crawford Investment Counsel
Georgia
$211K +$211K +6,075 New
LAS
1414
Lloyd Advisory Services
Georgia
$210K +$210K +6,071 New
FGA
1415
Fortis Group Advisors
New Jersey
$209K +$105K +3,015 +100%
PP
1416
Patron Partners
Texas
$208K +$208K +6,011 New
CAG
1417
Crestwood Advisors Group
Massachusetts
$208K -$38.8K -1,119 -16%
TA
1418
TFG Advisers
Michigan
$208K -$33.1K -955 -14%
HWA
1419
Heartwood Wealth Advisors
Virginia
$208K +$208K +6,005 New
MIM
1420
Montgomery Investment Management
Maryland
$208K +$208K +6,000 New
FIM
1421
Freedom Investment Management
Connecticut
$208K -$31.1K -896 -13%
JSL
1422
JT Stratford LLC
Georgia
$208K +$208K +5,986 New
FAG
1423
Financial Advisory Group
Texas
$207K +$207K +5,982 New
FPFS
1424
First Personal Financial Services
North Carolina
$206K – – –
KP
1425
Keel Point
Alabama
$206K +$206K +5,951 New
55 56
57
58 59