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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
SSG
1501
Summit Securities Group
New York
$23K +$21.8K +689 New
SVCP
1502
Silicon Valley Capital Partners
California
$22.6K +$20.9K +662 New
RFA
1503
Register Financial Advisors
Georgia
$21.6K -$3.16K -100 -14%
CWA
1504
Clearview Wealth Advisors
Oregon
$21.6K +$32 +1 +0.2%
TFM
1505
TFC Financial Management
Massachusetts
$21.5K +$822 +26 +4%
AWM
1506
Ameliora Wealth Management
Switzerland
$21.4K
MWM
1507
Mascoma Wealth Management
New Hampshire
$21.3K
BONH
1508
Bank of New Hampshire
New Hampshire
$20.5K
VWM
1509
Valley Wealth Managers
New Jersey
$20.5K
PFSC
1510
Peoples Financial Services Corp
Pennsylvania
$20.5K
ODG
1511
O'Dell Group
Ohio
$20.4K +$18.9K +598 New
QL
1512
Quarry LP
New York
$20.2K -$1.46K -46 -7%
POIA
1513
Pin Oak Investment Advisors
Texas
$20K
Credit Agricole
1514
Credit Agricole
France
$19.1K +$17.7K +561 New
WCM
1515
Wunderlich Capital Managemnt
Tennessee
$19K +$17.9K +566 New
GWMIA
1516
Global Wealth Management Investment Advisory
Florida
$18.8K +$17.4K +550 New
SIS
1517
Strategic Investment Solutions
Illinois
$18.3K -$130K -4,118 -88%
RWML
1518
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$17.6K
BIA
1519
Bell Investment Advisors
California
$17.2K +$2.53K +80 +19%
HWP
1520
Highline Wealth Partners
California
$16.4K
FWM
1521
Focused Wealth Management
New York
$16.1K -$26.8K -848 -64%
EBA
1522
Eagle Bay Advisors
New York
$15.9K
HCM
1523
Hollencrest Capital Management
California
$15.2K
CCA
1524
Column Capital Advisors
Indiana
$15K
CAS
1525
Coppell Advisory Solutions
Texas
$15K +$14K +444 New

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.