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CSX Corp

1,659 hedge funds and large institutions have $47.8B invested in CSX Corp in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 625 increasing their positions, 573 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 573

0.62% less ownership

Funds ownership: 73.78%73.16% (-0.62%)

3% less call options, than puts

Call options by funds: $182M | Put options by funds: $188M

9% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 129

2% less funds holding

Funds holding: 1,6921,659 (-33)

11% less capital invested

Capital invested by funds: $53.5B → $47.8B (-$5.65B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
1,659
Holders Change
-33
Holders Change %
-1.95%
% of All Funds
23.96%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.22%
New
118
Increased
625
Reduced
573
Closed
129
Calls
$182M
Puts
$188M
Net Calls
-$6.17M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
LGA
1726
Lebenthal Global Advisors
New York
-$343K -9,259 Closed
KAS
1727
KPP Advisory Services
Kentucky
-$331K -8,931 Closed
WSWA
1728
Warren Street Wealth Advisors
California
-$331K -8,918 Closed
AL
1729
Aspiriant LLC
California
-$320K -8,643 Closed
BIM
1730
Bullseye Investment Management
Ohio
-$316K -8,521 Closed
WWS
1731
Wellington Wealth Strategies
Indiana
-$310K -8,375 Closed
MFGM
1732
Marshall Financial Group (Maryland)
Maryland
-$310K -8,358 Closed
FWP
1733
Family Wealth Partners
North Carolina
-$297K -8,009 Closed
BAAM
1734
Baker Avenue Asset Management
California
-$290K -7,825 Closed
DWA
1735
Delap Wealth Advisory
Oregon
-$284K -7,669 Closed
FTIS
1736
First Trust Investment Solutions
Florida
-$280K -7,558 Closed
CBT
1737
CoreFirst Bank & Trust
Kansas
-$276K -7,449 Closed
QFA
1738
Quantum Financial Advisors
California
-$272K -7,337 Closed
MC
1739
Maverick Capital
Texas
-$265K -7,149 Closed
GWANC
1740
Guardian Wealth Advisors (North Carolina)
North Carolina
-$254K -6,842 Closed
DFG
1741
Delta Financial Group
New Jersey
-$229K -6,173 Closed
FA
1742
FDx Advisors
Illinois
-$223K -6,016 Closed
JSL
1743
JT Stratford LLC
Georgia
-$222K -5,985 Closed
BWP
1744
BSW Wealth Partners
Colorado
-$221K -5,956 Closed
FWP
1745
FAS Wealth Partners
Kansas
-$218K -5,872 Closed
SIC
1746
Sterling Investment Counsel
New York
-$218K -5,872 Closed
GDP
1747
Great Diamond Partners
Maine
-$216K -5,839 Closed
DLA
1748
Douglas Lane & Associates
New York
-$216K -5,822 Closed
BWP
1749
Bernardo Wealth Planning
Pennsylvania
-$216K -5,819 Closed
CTA
1750
Chesley Taft & Associates
Illinois
-$215K -5,800 Closed

CSX Hedge Fund Activity: Q2 2024 in Review

1,659 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2024, worth a combined $47.8B — down 11% from $53.5B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of CSX and 118 opened new positions — a net loss of 11 holders — while 573 trimmed existing stakes and 625 added.

The largest buyer was JP Morgan Chase, adding an estimated $705M. The largest seller was Capital World Investors, cutting an estimated $1.12B.

  • 1,659 institutional investors held CSX Corp (CSX) as of Q2 2024, down from 1,692 in Q1 2024.
  • Funds reported $47.8B of CSX Corp stock for Q2 2024, down 11% quarter-over-quarter.
  • 118 funds opened new CSX Corp positions in Q2 2024 and 129 closed out, a net change of -11 holders.
  • The largest CSX Corp buyer in Q2 2024 was JP Morgan Chase, an estimated $705M added.
  • The largest CSX Corp seller in Q2 2024 was Capital World Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2024.