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CSX Corp

1,579 hedge funds and large institutions have $50.5B invested in CSX Corp in 2023 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 528 increasing their positions, 570 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 76

32% more call options, than puts

Call options by funds: $155M | Put options by funds: $117M

12% more capital invested

Capital invested by funds: $45B → $50.5B (+$5.51B)

5% more funds holding

Funds holding: 1,4991,579 (+80)

0.39% more ownership

Funds ownership: 72.68%73.07% (+0.39%)

7% less repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 570

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

Holders
1,579
Holders Change
+80
Holders Change %
+5.34%
% of All Funds
24.79%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
166
Increased
528
Reduced
570
Closed
76
Calls
$155M
Puts
$117M
Net Calls
+$38M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1426
Impact Partnership Wealth
Georgia
$81.5K +$75.6K +2,391 New
RTC
1427
Riverview Trust Company
Washington
$79.4K +$14.4K +454 +24%
CUAMC
1428
China Universal Asset Management Company
China
$78.2K +$52.8K +1,670 +268%
BWM
1429
Baystate Wealth Management
Massachusetts
$76.9K +$253 +8 +0.4%
PIAS
1430
PCA Investment Advisory Services
Ohio
$76.8K +$71.2K +2,252 New
CAL
1431
Capital Advisors Ltd
Ohio
$76K +$37.6K +1,188 +116%
CBT
1432
Central Bank & Trust
Kentucky
$75.5K -$31.3K -990 -31%
SCM
1433
Silvant Capital Management
Georgia
$75K
GG
1434
Gleason Group
Kentucky
$73.3K +$221 +7 +0.3%
AAM
1435
Advisors Asset Management
Colorado
$72.5K -$338K -10,695 -83%
BWP
1436
Baldwin Wealth Partners
Massachusetts
$72.1K -$4.84K -153 -7%
MIP
1437
Mondrian Investment Partners
United Kingdom
$71.5K
WAM
1438
WFA Asset Management
Wisconsin
$71.1K +$221 +7 +0.3%
AIM
1439
Arcadia Investment Management
Michigan
$70.4K
OLVIG
1440
Oliver Lagore Vanvalin Investment Group
Michigan
$69.6K
FP
1441
Financial Perspectives
Minnesota
$69.2K +$127 +4 +0.2%
MCM
1442
McMillion Capital Management
North Carolina
$68.5K +$63.6K +2,010 New
MFT
1443
Moisand Fitzgerald Tamayo
Florida
$68K
PGAM
1444
Princeton Global Asset Management
New Jersey
$66.6K
RAM
1445
Riggs Asset Management
Pennsylvania
$66K
C
1446
Covestor
United Kingdom
$65K -$253 -8 -0.4%
KLWA
1447
Kelly Lawrence W & Associates
California
$64.2K
KTC
1448
Kistler-Tiffany Companies
Pennsylvania
$63.8K +$95 +3 +0.2%
AWM
1449
AllSquare Wealth Management
New York
$61.5K
APW
1450
Acima Private Wealth
Virginia
$61.4K

CSX Hedge Fund Activity: Q2 2023 in Review

1,579 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2023, worth a combined $50.5B — up 12% from $45B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new CSX positions and 76 closed out — a net gain of 90 holders — while 528 added to existing stakes and 570 trimmed.

The largest buyer was Capital International Investors, adding an estimated $637M. The largest seller was Viking Global Investors, cutting an estimated $293M.

  • 1,579 institutional investors held CSX Corp (CSX) as of Q2 2023, up from 1,499 in Q1 2023.
  • Funds reported $50.5B of CSX Corp stock for Q2 2023, up 12% quarter-over-quarter.
  • 166 funds opened new CSX Corp positions in Q2 2023 and 76 closed out, a net change of +90 holders.
  • The largest CSX Corp buyer in Q2 2023 was Capital International Investors, an estimated $637M added.
  • The largest CSX Corp seller in Q2 2023 was Viking Global Investors, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2023.