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CSX Corp

1,722 hedge funds and large institutions have $47.8B invested in CSX Corp in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 587 increasing their positions, 604 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 124

29% more call options, than puts

Call options by funds: $237M | Put options by funds: $184M

3% more funds holding

Funds holding: 1,6651,722 (+57)

2.76% more ownership

Funds ownership: 73.28%76.04% (+2.8%)

3% less capital invested

Capital invested by funds: $49B → $47.8B (-$1.24B)

3% less repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 604

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,722
Holders Change
+57
Holders Change %
+3.42%
% of All Funds
22.68%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
211
Increased
587
Reduced
604
Closed
124
Calls
$237M
Puts
$184M
Net Calls
+$53M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1551
Orion Capital Management
California
$49.3K +$52.4K +1,527 New
FMTCOCP
1552
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48K -$10.3K -300 -17%
CIAS
1553
CBIZ Investment Advisory Services
Ohio
$47.9K +$34 +1 +0.1%
EFG
1554
Ethos Financial Group
Pennsylvania
$46.6K +$49.5K +1,444 New
JWA
1555
JFS Wealth Advisors
Pennsylvania
$45.8K -$271K -7,914 -85%
RA
1556
Rise Advisors
New York
$44.9K +$720 +21 +2%
GGI
1557
Godsey & Gibb Inc
Virginia
$44.6K
FCG
1558
Financial Connections Group
California
$44K
PFG
1559
Putney Financial Group
California
$43.6K +$46.3K +1,350 New
WPA
1560
West Paces Advisors
Georgia
$42.6K
SAM
1561
Synergy Asset Management
Washington
$41.2K +$41K +1,194 New
PWMG
1562
Private Wealth Management Group
New Jersey
$40.1K -$240 -7 -0.6%
NFSG
1563
Newbridge Financial Services Group
Florida
$39.3K +$41.8K +1,218 New
EAM
1564
Empirical Asset Management
Massachusetts
$39.2K +$28.3K +825 +2%
WWA
1565
Wingate Wealth Advisors
Massachusetts
$38.7K +$41.2K +1,200 New
CIA
1566
Cape Investment Advisory
Georgia
$37.3K +$1.48K +43 +4%
MSWM
1567
Mowery & Schoenfeld Wealth Management
Illinois
$37.1K +$39.5K +1,151 New
MEG
1568
Millstone Evans Group
Colorado
$36.6K +$38.9K +1,134 New
PWS
1569
Peterson Wealth Services
Utah
$36.3K
SL
1570
Salomon & Ludwin
Virginia
$36.3K
CIAM
1571
Caitong International Asset Management
Hong Kong
$36.2K +$38.5K +1,123 New
FFO
1572
Fortitude Family Office
Arizona
$35.8K
FNWA
1573
Financial Network Wealth Advisors
Utah
$35.6K -$29.4K -858 -44%
ANBT
1574
American National Bank & Trust
Texas
$35.5K
AF
1575
Atala Financial
California
$35.5K +$37.8K +1,101 New

CSX Hedge Fund Activity: Q4 2024 in Review

1,722 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2024, worth a combined $47.8B — down 2.5% from $49B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new CSX positions and 124 closed out — a net gain of 87 holders — while 587 added to existing stakes and 604 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $523M. The largest seller was T. Rowe Price Associates, cutting an estimated $273M.

  • 1,722 institutional investors held CSX Corp (CSX) as of Q4 2024, up from 1,665 in Q3 2024.
  • Funds reported $47.8B of CSX Corp stock for Q4 2024, down 2.5% quarter-over-quarter.
  • 211 funds opened new CSX Corp positions in Q4 2024 and 124 closed out, a net change of +87 holders.
  • The largest CSX Corp buyer in Q4 2024 was JP Morgan Chase, an estimated $523M added.
  • The largest CSX Corp seller in Q4 2024 was T. Rowe Price Associates, an estimated $273M sold.

Based on aggregated 13F filings for Q4 2024.