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CSX Corp
CSX

Overview Fund Activity

1,681 hedge funds and large institutions have $53.4B invested in CSX Corp in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 615 increasing their positions, 598 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,681
Holders Change
+24
Holders Change %
+1.45%
% of All Funds
24.37%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.33%
New
144
Increased
615
Reduced
598
Closed
99
Calls
$193M
Puts
$204M
Net Calls
-$11.7M
Net Calls Change
-$30.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$777M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$218M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$131M
4
Invesco
Invesco
Georgia
+$108M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$88.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$935M
2
Capital World Investors
Capital World Investors
California
-$322M
3
Capital International Investors
Capital International Investors
California
-$278M
4
Lazard Asset Management
Lazard Asset Management
New York
-$230M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1576
Avion Wealth
Texas
$39K +$1.5K +40 +4%
CIA
1577
Cape Investment Advisory
Georgia
$38.9K – – –
BC
1578
Barrett & Company
Rhode Island
$38.7K – – –
TIM
1579
Tortoise Investment Management
New York
$37.3K – – –
BFS
1580
Burkett Financial Services
South Carolina
$36.7K +$111 +3 +0.3%
KWAG
1581
Kiely Wealth Advisory Group
North Carolina
$35.8K – – –
JPWM
1582
Jamison Private Wealth Management
Georgia
$35.7K +$1.22K +33 +4%
VWA
1583
Valued Wealth Advisors
Utah
$34.8K +$22K +594 +173%
BAM
1584
Bellevue Asset Management
Washington
$33.4K – – –
OP
1585
ORG Partners
Indiana
$33.1K -$62.4K -1,697 -65%
FWM
1586
FSA Wealth Management
Massachusetts
$32.8K – – –
CWC
1587
Carolinas Wealth Consulting
North Carolina
$32.5K -$444K -11,970 -93%
CPG
1588
Cornerstone Planning Group
New Jersey
$32.2K -$1.19K -35 -4%
TIM
1589
Thompson Investment Management
Wisconsin
$30.6K – – –
CSC
1590
Caldwell Sutter Capital
California
$30.4K – – –
PO
1591
Private Ocean
California
$30.1K – – –
CMP
1592
Coston McIsaac & Partners
Maine
$30K +$73 +2 +0.2%
OIAM
1593
OFI Invest Asset Management
France
$29.7K +$892 +26 +3%
FSWA
1594
Financial Synergies Wealth Advisors
Texas
$29.2K +$29.2K +788 New
FFO
1595
Fortitude Family Office
Arizona
$28.7K – – –
PCFFS
1596
Pacific Center for Financial Services
California
$26.7K – – –
GJIA
1597
Glass Jacobson Investment Advisors
Maryland
$25.5K – – –
MWM
1598
Mascoma Wealth Management
New Hampshire
$25.2K – – –
SVCP
1599
Silicon Valley Capital Partners
California
$24.8K +$74 +2 +0.3%
WAG
1600
Wiser Advisor Group
Arizona
$23.9K – – –
62 63
64
65 66