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CSX Corp

1,546 hedge funds and large institutions have $61.2B invested in CSX Corp in 2021 Q4 according to their latest regulatory filings, with 261 funds opening new positions, 496 increasing their positions, 478 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 261 | Existing positions closed: 57

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

25% more capital invested

Capital invested by funds: $48.8B → $61.2B (+$12.3B)

14% more funds holding

Funds holding: 1,3621,546 (+184)

4% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 478

0.67% more ownership

Funds ownership: 73.03%73.69% (+0.67%)

23% less call options, than puts

Call options by funds: $253M | Put options by funds: $328M

Holders
1,546
Holders Change
+184
Holders Change %
+13.51%
% of All Funds
23.79%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.31%
New
261
Increased
496
Reduced
478
Closed
57
Calls
$253M
Puts
$328M
Net Calls
-$74.8M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1526
Edge Wealth Management
New York
$4K
LWA
1527
Lowe Wealth Advisors
Maryland
$4K
APC
1528
Aspire Private Capital
North Carolina
$4K +$3.42K +97 New
GTAM
1529
Global Trust Asset Management
Florida
$4K +$3.53K +100 New
CAC
1530
Core Alternative Capital
Georgia
$4K +$3.81K +108 New
SCA
1531
Sandy Cove Advisors
Massachusetts
$3K +$3.07K +87 New
CP
1532
Castleview Partners
Texas
$2.46K +$3.26M +92,571 New
BAM
1533
Baldrige Asset Management
Pennsylvania
$2K
TF
1534
TimeScale Financial
Massachusetts
$2K +$35 +1 +2%
S
1535
Surevest
California
$2K +$2.22K +63 New
KFS
1536
Kelly Financial Services
Massachusetts
$1.65K +$1.55K +44 New
GFPC
1537
Global Financial Private Client
Florida
$1.58K
ED
1538
Exane Derivatives
France
$1.24K
BBHC
1539
Brown Brothers Harriman & Co
New York
$1.21K -$44.1K -1,251 -4%
UC
1540
Unio Capital
New Jersey
$1.2K
WA
1541
WestEnd Advisors
North Carolina
$376 +$353 +10 New
BIM
1542
Baldwin Investment Management
Pennsylvania
$259
FHC
1543
First Heartland Consultants
Missouri
$239 +$225K +6,368 New
RTC
1544
Riverview Trust Company
Washington
$71
EIG
1545
EdgePoint Investment Group
Ontario, Canada
-$836M -28,125,548 Closed
CVA
1546
Ceredex Value Advisors
Florida
-$47.4M -1,594,856 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1547
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$18.7M -629,105 Closed
TC
1548
TwinBeech Capital
New York
-$17.1M -576,531 Closed
SC
1549
Shellback Capital
Massachusetts
-$8.18M -275,000 Closed
CC
1550
Cartenna Capital
Connecticut
-$5.8M -195,000 Closed

CSX Hedge Fund Activity: Q4 2021 in Review

1,546 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2021, worth a combined $61.2B — up 25% from $48.8B a quarter earlier.

Buyers outnumbered sellers: 261 funds opened new CSX positions and 57 closed out — a net gain of 204 holders — while 496 added to existing stakes and 478 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $434M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $836M sold.

  • 1,546 institutional investors held CSX Corp (CSX) as of Q4 2021, up from 1,362 in Q3 2021.
  • Funds reported $61.2B of CSX Corp stock for Q4 2021, up 25% quarter-over-quarter.
  • 261 funds opened new CSX Corp positions in Q4 2021 and 57 closed out, a net change of +204 holders.
  • The largest CSX Corp buyer in Q4 2021 was T. Rowe Price Associates, an estimated $434M added.
  • The largest CSX Corp seller in Q4 2021 was EdgePoint Investment Group, an estimated $836M sold.

Based on aggregated 13F filings for Q4 2021.