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CSX Corp

1,541 hedge funds and large institutions have $44.7B invested in CSX Corp in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 543 increasing their positions, 563 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

23% more call options, than puts

Call options by funds: $152M | Put options by funds: $124M

0.75% less ownership

Funds ownership: 73.07%72.31% (-0.75%)

4% less repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 563

2% less funds holding

Funds holding: 1,5781,541 (-37)

12% less capital invested

Capital invested by funds: $50.5B → $44.7B (-$5.86B)

13% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 122

Holders
1,541
Holders Change
-37
Holders Change %
-2.34%
% of All Funds
24.46%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
106
Increased
543
Reduced
563
Closed
122
Calls
$152M
Puts
$124M
Net Calls
+$28.2M
Net Calls Change
-$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1501
Kayne Anderson Rudnick Investment Management
California
$8.33K
BWL
1502
Bogart Wealth LLC
Virginia
$8.3K +$8.55K +270 New
RWPA
1503
Richard W. Paul & Associates
Michigan
$7.75K -$1.01K -32 -11%
AF
1504
Arrow Financial
New York
$7.75K
HWM
1505
HighMark Wealth Management
Minnesota
$7.57K
SCA
1506
Stonebridge Capital Advisors
Minnesota
$7.13K -$1.11K -35 -13%
AGWCA
1507
Annis Gardner Whiting Capital Advisors
Florida
$7.13K +$7.35K +232 New
FWA
1508
FSC Wealth Advisors
New York
$7.1K
SSG
1509
Summit Securities Group
New York
$7K -$14.7K -464 -67%
IRC
1510
Investors Research Corp
Georgia
$6.37K
TFA
1511
Toth Financial Advisory
Virginia
$6.27K +$6.46K +204 New
AA
1512
Addison Advisors
Vermont
$6.06K +$380 +12 +6%
SIC
1513
SJS Investment Consulting
Ohio
$5.5K +$349 +11 +7%
RTL
1514
Red Tortoise LLC
Georgia
$5.2K
AW
1515
Avion Wealth
Texas
$5K -$1.43K -45 -20%
WWM
1516
Wolff Wiese Magana
California
$4.71K
VAG
1517
VisionPoint Advisory Group
Texas
$4.61K
CWM
1518
Cedar Wealth Management
California
$4.43K
UFF
1519
USA Financial Formulas
Michigan
$4.4K
CAL
1520
Capital Analysts LLC
Pennsylvania
$4K +$3.87K +122 New
CAM
1521
Chesapeake Asset Management
New York
$3.78K +$3.9K +123 New
ETC
1522
Exchange Traded Concepts
Oklahoma
$3.66K -$1.36K -43 -27%
RWM
1523
Ruedi Wealth Management
Illinois
$3.41K
HGERS
1524
Householder Group Estate & Retirement Specialist
Arizona
$3.41K +$3.48K +110 New
Legacy Financial Group (Iowa)
1525
Legacy Financial Group (Iowa)
Iowa
$3.11K +$3.2K +101 New

CSX Hedge Fund Activity: Q3 2023 in Review

1,541 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q3 2023, worth a combined $44.7B — down 12% from $50.5B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CSX and 106 opened new positions — a net loss of 16 holders — while 563 trimmed existing stakes and 543 added.

The largest buyer was BlackRock, adding an estimated $279M. The largest seller was Capital World Investors, cutting an estimated $709M.

  • 1,541 institutional investors held CSX Corp (CSX) as of Q3 2023, down from 1,578 in Q2 2023.
  • Funds reported $44.7B of CSX Corp stock for Q3 2023, down 12% quarter-over-quarter.
  • 106 funds opened new CSX Corp positions in Q3 2023 and 122 closed out, a net change of -16 holders.
  • The largest CSX Corp buyer in Q3 2023 was BlackRock, an estimated $279M added.
  • The largest CSX Corp seller in Q3 2023 was Capital World Investors, an estimated $709M sold.

Based on aggregated 13F filings for Q3 2023.