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CSX Corp

1,377 hedge funds and large institutions have $54.1B invested in CSX Corp in 2021 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 478 increasing their positions, 481 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 88

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

1% more funds holding

Funds holding: 1,3591,377 (+18)

5% more capital invested

Capital invested by funds: $51.7B → $54.1B (+$2.42B)

1% less repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 481

9% less call options, than puts

Call options by funds: $254M | Put options by funds: $280M

1.94% less ownership

Funds ownership: 223.49%221.55% (-1.9%)

Holders
1,377
Holders Change
+18
Holders Change %
+1.32%
% of All Funds
24.18%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.39%
New
116
Increased
478
Reduced
481
Closed
88
Calls
$254M
Puts
$280M
Net Calls
-$26.1M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$6.54B -$201M -6,590,736 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.99B -$35.4M -1,161,093 -0.6%
Capital Research Global Investors
3
Capital Research Global Investors
California
$4.88B -$138M -4,530,531 -3%
BlackRock
4
BlackRock
New York
$4.71B +$105M +3,432,834 +2%
State Street
5
State Street
Massachusetts
$3.04B +$23M +752,649 +0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.17B +$16.2M +531,204 +1%
EIG
7
EdgePoint Investment Group
Ontario, Canada
$983M +$81.5M +2,670,813 +10%
Bank of America
8
Bank of America
North Carolina
$970M -$21.7M -710,100 -2%
ECU
9
Egerton Capital (UK)
United Kingdom
$908M +$263M +8,624,556 +44%
Northern Trust
10
Northern Trust
Illinois
$838M -$10.3M -336,360 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$824M -$8.75M -286,533 -1%
SCP
12
Soroban Capital Partners
New York
$814M
Lazard Asset Management
13
Lazard Asset Management
New York
$778M -$18.1M -594,477 -2%
Norges Bank
14
Norges Bank
Norway
$722M +$13.2M +432,603 +2%
Legal & General Group
15
Legal & General Group
United Kingdom
$605M -$2.33M -76,398 -0.4%
Invesco
16
Invesco
Georgia
$586M -$23.9M -783,258 -4%
Capital International Investors
17
Capital International Investors
California
$576M -$502M -16,458,108 -48%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$566M -$6.88M -225,531 -1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$550M -$33.4M -1,094,439 -6%
Fisher Asset Management
20
Fisher Asset Management
Washington
$498M +$26.3M +861,579 +6%
N
21
Nuveen
North Carolina
$469M +$10.3M +338,391 +2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$427M -$589K -19,287 -0.1%
Deutsche Bank
23
Deutsche Bank
Germany
$396M +$39.3M +1,288,953 +12%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$379M +$223M +7,320,762 +164%
AllianceBernstein
25
AllianceBernstein
Tennessee
$369M +$23.4M +765,276 +7%

CSX Hedge Fund Activity: Q1 2021 in Review

1,377 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2021, worth a combined $54.1B — up 4.7% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CSX positions and 88 closed out — a net gain of 28 holders — while 478 added to existing stakes and 481 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $263M. The largest seller was Capital International Investors, cutting an estimated $502M.

  • 1,377 institutional investors held CSX Corp (CSX) as of Q1 2021, up from 1,359 in Q4 2020.
  • Funds reported $54.1B of CSX Corp stock for Q1 2021, up 4.7% quarter-over-quarter.
  • 116 funds opened new CSX Corp positions in Q1 2021 and 88 closed out, a net change of +28 holders.
  • The largest CSX Corp buyer in Q1 2021 was Egerton Capital (UK), an estimated $263M added.
  • The largest CSX Corp seller in Q1 2021 was Capital International Investors, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2021.