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CSX Corp
CSX

Overview Fund Activity

1,657 hedge funds and large institutions have $50.8B invested in CSX Corp in 2023 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 523 increasing their positions, 606 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+123
Holders Change %
+8.02%
% of All Funds
24.29%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
222
Increased
523
Reduced
606
Closed
77
Calls
$172M
Puts
$153M
Net Calls
+$19.2M
Net Calls Change
-$9.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$896M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$661M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$344M
4
Capital International Investors
Capital International Investors
California
+$175M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$521M
2
SCP
Soroban Capital Partners
New York
-$373M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$260M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
5
Lazard Asset Management
Lazard Asset Management
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1526
Centerpoint Advisors
Massachusetts
$52K – – –
WPA
1527
West Paces Advisors
Georgia
$51.9K +$971 +28 +2%
CFFP
1528
Center for Financial Planning
Michigan
$51.3K – – –
GGI
1529
Godsey & Gibb Inc
Virginia
$47.9K -$8.7K -251 -15%
PWMG
1530
Private Wealth Management Group
New Jersey
$43K +$43K +1,240 New
RA
1531
Rational Advisors
New York
$42.8K -$99.3K -2,864 -70%
AFS
1532
Annapolis Financial Services
Maryland
$42.7K – – –
PBK
1533
Peoples Bank (Kansas)
Kansas
$41.6K – – –
ANBT
1534
American National Bank & Trust
Texas
$41.1K – – –
VWM
1535
Venturi Wealth Management
Texas
$40.8K +$6.28K +181 +18%
JWA
1536
JFS Wealth Advisors
Pennsylvania
$39.1K +$1.73K +50 +5%
CYG
1537
Clean Yield Group
Vermont
$39.1K – – –
VAMG
1538
Voisard Asset Management Group
Michigan
$38.7K +$38.7K +1,116 New
OA
1539
Operose Advisors
Wisconsin
$37.7K -$27.9K -805 -43%
PP
1540
Pacifica Partners
Canada
$37.5K – – –
JWM
1541
Janiczek Wealth Management
Colorado
$37.2K +$173 +5 +0.5%
KWAG
1542
Kiely Wealth Advisory Group
North Carolina
$36.8K +$36.8K +1,050 New
CIA
1543
Cape Investment Advisory
Georgia
$36.4K – – –
AAP
1544
Arax Advisory Partners
Colorado
$36.4K +$139 +4 +0.4%
BC
1545
Barrett & Company
Rhode Island
$36.2K – – –
GKIM
1546
GW&K Investment Management
Massachusetts
$36K +$311 +9 +0.9%
AW
1547
Avion Wealth
Texas
$35K +$28.6K +820 +451%
TIM
1548
Tortoise Investment Management
New York
$34.8K +$34.8K +1,005 New
TCWA
1549
Turtle Creek Wealth Advisors
Texas
$34.3K +$34.3K +988 New
BFS
1550
Burkett Financial Services
South Carolina
$34.2K +$34.2K +986 New
60 61
62
63 64