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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
LWA
1451
Lowe Wealth Advisors
Maryland
$16.4K +$13K +432 +450%
MMG
1452
Monetary Management Group
Missouri
$15.5K +$15K +500 New
DWA
1453
Delos Wealth Advisors
Texas
$15.3K
HWP
1454
Highline Wealth Partners
California
$14.9K
FWM
1455
Focused Wealth Management
New York
$14.5K +$60 +2 +0.4%
HCM
1456
Hollencrest Capital Management
California
$13.8K +$13.4K +447 New
RWMH
1457
Riverpoint Wealth Management Holdings
Illinois
$13.8K +$13.4K +444 New
CCA
1458
Column Capital Advisors
Indiana
$13.7K
TFGT
1459
TS Financial Group (TSFG)
Illinois
$13K
AWM
1460
AllSquare Wealth Management
New York
$12.4K
Loomis, Sayles & Company
1461
Loomis, Sayles & Company
Massachusetts
$12K -$1.5K -50 -11%
RA
1462
Rise Advisors
New York
$12K +$30 +1 +0.3%
SC
1463
Schubert & Co
Texas
$11.5K -$1.56K -52 -12%
BCMLT
1464
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.2K
CA
1465
Crewe Advisors
Utah
$9.17K -$18.4K -612 -67%
EIM
1466
Essex Investment Management
Massachusetts
$9K
FCT
1467
First Community Trust
Iowa
$9K
BHWM
1468
Beaird Harris Wealth Management
Texas
$8.86K +$8.6K +286 New
Kayne Anderson Rudnick Investment Management
1469
Kayne Anderson Rudnick Investment Management
California
$8.27K
AF
1470
Arrow Financial
New York
$8K -$5.95K -198 -44%
FWA
1471
FSC Wealth Advisors
New York
$7.16K
RCM
1472
Raleigh Capital Management
North Carolina
$7.06K +$30 +1 +0.4%
LFA
1473
Level Financial Advisors
New York
$7K
LFA
1474
Legend Financial Advisors
Pennsylvania
$6.79K
AWM
1475
Abound Wealth Management
Tennessee
$6.63K +$3.01K +100 +88%

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.