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CSX Corp

1,665 hedge funds and large institutions have $50.8B invested in CSX Corp in 2023 Q4 according to their latest regulatory filings, with 223 funds opening new positions, 526 increasing their positions, 607 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 77

14% more capital invested

Capital invested by funds: $44.7B → $50.8B (+$6.17B)

13% more call options, than puts

Call options by funds: $172M | Put options by funds: $153M

8% more funds holding

Funds holding: 1,5411,665 (+124)

1.89% more ownership

Funds ownership: 72.31%74.2% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

13% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 607

Holders
1,665
Holders Change
+124
Holders Change %
+8.05%
% of All Funds
24.27%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
223
Increased
526
Reduced
607
Closed
77
Calls
$172M
Puts
$153M
Net Calls
+$19.2M
Net Calls Change
-$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.07B -$50.3M -1,579,847 -0.9%
BlackRock
2
BlackRock
New York
$4.95B +$9.11M +286,052 +0.2%
State Street
3
State Street
Massachusetts
$2.91B +$23.3M +732,951 +0.9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.25B +$316M +9,914,656 +18%
Capital World Investors
5
Capital World Investors
California
$1.75B -$479M -15,034,798 -23%
Morgan Stanley
6
Morgan Stanley
New York
$1.74B +$823M +25,845,884 +106%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.45B +$607M +19,060,130 +84%
Capital International Investors
8
Capital International Investors
California
$1.4B +$161M +5,041,679 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.36B +$5.53M +173,573 +0.4%
Bank of America
10
Bank of America
North Carolina
$1.19B +$107M +3,365,097 +11%
SCP
11
Soroban Capital Partners
New York
$1.1B -$343M -10,759,617 -25%
Lazard Asset Management
12
Lazard Asset Management
New York
$869M -$131M -4,113,113 -14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$796M +$47.1M +1,477,816 +7%
Fisher Asset Management
14
Fisher Asset Management
Washington
$775M +$13.8M +433,228 +2%
Norges Bank
15
Norges Bank
Norway
$757M +$50.8M +1,594,836 +8%
Northern Trust
16
Northern Trust
Illinois
$715M -$21.7M -682,432 -3%
Legal & General Group
17
Legal & General Group
United Kingdom
$709M +$60.7M +1,905,339 +10%
Capital Research Global Investors
18
Capital Research Global Investors
California
$693M -$105M -3,290,811 -14%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$646M +$128M +4,020,765 +28%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$623M +$6.02M +189,091 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$609M -$31.8M -997,152 -5%
Invesco
22
Invesco
Georgia
$571M +$19.5M +612,018 +4%
AllianceBernstein
23
AllianceBernstein
Tennessee
$560M -$12.2M -383,512 -2%
N
24
Nuveen
North Carolina
$411M -$2.85M -89,551 -0.8%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$390M -$22.5M -704,806 -6%

CSX Hedge Fund Activity: Q4 2023 in Review

1,665 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2023, worth a combined $50.8B — up 14% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 223 funds opened new CSX positions and 77 closed out — a net gain of 146 holders — while 526 added to existing stakes and 607 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $823M. The largest seller was Capital World Investors, cutting an estimated $479M.

  • 1,665 institutional investors held CSX Corp (CSX) as of Q4 2023, up from 1,541 in Q3 2023.
  • Funds reported $50.8B of CSX Corp stock for Q4 2023, up 14% quarter-over-quarter.
  • 223 funds opened new CSX Corp positions in Q4 2023 and 77 closed out, a net change of +146 holders.
  • The largest CSX Corp buyer in Q4 2023 was Morgan Stanley, an estimated $823M added.
  • The largest CSX Corp seller in Q4 2023 was Capital World Investors, an estimated $479M sold.

Based on aggregated 13F filings for Q4 2023.