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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
PCP
1426
Proficio Capital Partners
Massachusetts
-$212K -6,598 Closed
AB
1427
Atlas Brown
Kentucky
-$211K -6,588 Closed
AC
1428
Asio Capital
Kentucky
-$210K -6,561 Closed
PWS
1429
Paragon Wealth Strategies
Florida
-$208K -6,473 Closed
NIC
1430
Northwest Investment Counselors
Oregon
-$207K -6,462 Closed
JF
1431
Jump Financial
Illinois
-$207K -6,457 Closed
ICM
1432
IMS Capital Management
Oregon
-$207K -6,450 Closed
Jacobs Levy Equity Management
1433
Jacobs Levy Equity Management
New Jersey
-$206K -6,426 Closed
HG
1434
Harbor Group
New Hampshire
-$205K -6,378 Closed
RGC
1435
Roberts, Glore & Co
Illinois
-$203K -6,342 Closed
XWM
1436
Xcel Wealth Management
Florida
-$203K -6,339 Closed
CCFM
1437
Clear Creek Financial Management
Washington
-$202K -6,291 Closed
PIM
1438
Perpetual Investment Management
Australia
-$201K -6,264 Closed
BFA
1439
Brendel Financial Advisors
New Hampshire
-$190K -5,922 Closed
APP
1440
Alpha Paradigm Partners
Illinois
-$76K -2,374 Closed
ISB
1441
Iowa State Bank
Iowa
-$215K -2,230 Closed
WAM
1442
Wolverine Asset Management
Illinois
-$50K -1,561 Closed
PA
1443
Perennial Advisors
New York
-$46K -1,440 Closed
EFSCE
1444
Enterprise Financial Services Corp (EFSC)
Missouri
-$45K -1,389 Closed
MA
1445
Modus Advisors
Minnesota
-$43K -1,338 Closed
SB
1446
Strategic Blueprint
Georgia
-$32K -984 Closed
IFAM
1447
Institutional & Family Asset Management
Colorado
-$29K -918 Closed
RDWM
1448
Red Door Wealth Management
Tennessee
-$24K -750 Closed
WLPWM
1449
Walled Lake Planning & Wealth Management
Illinois
-$16K -489 Closed
PSIWM
1450
Paradigm Strategies in Wealth Management
Minnesota
-$8K -255 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.