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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
KFP
1526
KB Financial Partners
New Jersey
$15K -$750K -23,701 -98%
TFGT
1527
TS Financial Group (TSFG)
Illinois
$14K
LWA
1528
Lowe Wealth Advisors
Maryland
$13.5K
AT
1529
Avalon Trust
New Mexico
$13.4K
BCMLT
1530
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.3K
AWM
1531
Abound Wealth Management
Tennessee
$12.1K +$4.49K +142 +66%
RA
1532
Rise Advisors
New York
$11.9K -$1.26K -40 -10%
CCMI
1533
Creative Capital Management Investments
California
$11.6K
SFCL
1534
Strengthening Families & Communities LLC
Massachusetts
$11K +$10.7K +337 New
M
1535
MOTCO
Texas
$10.9K +$10.2K +321 New
IA
1536
IFS Advisors
Kansas
$10.7K +$9.96K +315 New
VWM
1537
Venturi Wealth Management
Texas
$10.3K -$189K -5,979 -95%
EIM
1538
Essex Investment Management
Massachusetts
$10.2K
NCM
1539
Northwest Capital Management
Oregon
$10.2K +$9.49K +300 New
RWPA
1540
Richard W. Paul & Associates
Michigan
$9.69K
Kayne Anderson Rudnick Investment Management
1541
Kayne Anderson Rudnick Investment Management
California
$9.24K
SCA
1542
Stonebridge Capital Advisors
Minnesota
$9.11K
AF
1543
Arrow Financial
New York
$8.59K
HWM
1544
HighMark Wealth Management
Minnesota
$8.39K +$7.78K +246 New
FWA
1545
FSC Wealth Advisors
New York
$7.88K
IRC
1546
Investors Research Corp
Georgia
$7.06K
AW
1547
Avion Wealth
Texas
$7K +$2.91K +92 +68%
AA
1548
Addison Advisors
Vermont
$6.31K +$474 +15 +9%
Loomis, Sayles & Company
1549
Loomis, Sayles & Company
Massachusetts
$6K -$4.05K -128 -43%
RTL
1550
Red Tortoise LLC
Georgia
$5.76K

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.