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.
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: 1,541 → 1,665 (+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: 18 → 18 (0)
13% less repeat investments, than reductions
Existing positions increased: 526 | Existing positions reduced: 607
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$823M |
| 2 |
JP Morgan Chase
New York
|
+$607M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$316M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$161M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$479M |
| 2 |
SCP
Soroban Capital Partners
New York
|
-$343M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$239M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$142M |
| 5 |
Lazard Asset Management
New York
|
-$131M |
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.