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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
TA
1576
Tiedemann Advisors
New York
-$293K -9,868 Closed
GI
1577
GAMCO Investors
Connecticut
-$286K -9,610 Closed
GSIS
1578
Global Strategic Investment Solutions
Arizona
-$243K -8,175 Closed
OFS
1579
Orrstown Financial Services
Pennsylvania
-$217K -7,284 Closed
MP
1580
McDonald Partners
Ohio
-$210K -7,050 Closed
KOMWMG
1581
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$204K -6,876 Closed
MA
1582
MCF Advisors
Kentucky
-$162K -5,464 Closed
GRP
1583
Global Retirement Partners
California
-$159K -5,340 Closed
AL
1584
ADE LLC
Maryland
-$143K -4,800 Closed
RCA
1585
Ranch Capital Advisors
Florida
-$109K -3,679 Closed
KIG
1586
Kowal Investment Group
Wisconsin
-$80K -2,697 Closed
OCM
1587
Ovata Capital Management
Hong Kong
-$49K -1,646 Closed
RCG
1588
Rock Creek Group
District of Columbia
-$42K -1,403 Closed
HA
1589
Herold Advisors
New York
-$38K -1,290 Closed
RCM
1590
Regency Capital Management
Hawaii
-$36K -1,200 Closed
SFP
1591
Sterling Financial Planning
New Jersey
-$33K -1,125 Closed
BMD
1592
Better Money Decisions
New Mexico
-$19K -642 Closed
RA
1593
Resolute Advisors
California
-$18K -612 Closed
CPC
1594
Consolidated Planning Corp
Georgia
-$17K -555 Closed
LWM
1595
Liberty Wealth Management
California
-$7K -218 Closed
SAI
1596
Systematic Alpha Investments
New Jersey
-$6K -177 Closed
EWA
1597
Evolution Wealth Advisors
Florida
-$4K -129 Closed
RTL
1598
Red Tortoise LLC
Georgia
-$3K -108 Closed
DOA
1599
D'Orazio & Associates
Virginia
-$3K -105 Closed
CWM
1600
Cranbrook Wealth Management
Michigan
-$2K -75 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.