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CSX Corp

1,692 hedge funds and large institutions have $53.5B invested in CSX Corp in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 618 increasing their positions, 600 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 100

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

5% more capital invested

Capital invested by funds: $50.8B → $53.5B (+$2.64B)

2% more funds holding

Funds holding: 1,6651,692 (+27)

3% more repeat investments, than reductions

Existing positions increased: 618 | Existing positions reduced: 600

0.42% less ownership

Funds ownership: 74.2%73.78% (-0.42%)

6% less call options, than puts

Call options by funds: $193M | Put options by funds: $204M

Holders
1,692
Holders Change
+27
Holders Change %
+1.62%
% 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
148
Increased
618
Reduced
600
Closed
100
Calls
$193M
Puts
$204M
Net Calls
-$11.7M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.49B +$7.23M +198,212 +0.1%
BlackRock
2
BlackRock
New York
$5.22B -$64.3M -1,762,120 -1%
State Street
3
State Street
Massachusetts
$3.11B -$9.46M -259,239 -0.3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.42B +$16.2M +443,755 +0.7%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.32B +$765M +20,956,881 +50%
Capital World Investors
6
Capital World Investors
California
$1.55B -$317M -8,698,590 -17%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.5B +$44.6M +1,221,463 +3%
Bank of America
8
Bank of America
North Carolina
$1.29B +$10.2M +279,011 +0.8%
Capital International Investors
9
Capital International Investors
California
$1.22B -$274M -7,497,474 -19%
SCP
10
Soroban Capital Partners
New York
$1.04B -$137M -3,764,415 -12%
Morgan Stanley
11
Morgan Stanley
New York
$926M -$920M -25,216,174 -50%
Norges Bank
12
Norges Bank
Norway
$888M +$77.1M +2,113,934 +10%
Fisher Asset Management
13
Fisher Asset Management
Washington
$850M +$21.4M +586,981 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$848M -$2.85M -78,051 -0.3%
Legal & General Group
15
Legal & General Group
United Kingdom
$775M +$17.2M +470,806 +2%
Northern Trust
16
Northern Trust
Illinois
$725M -$38.8M -1,062,294 -5%
Invesco
17
Invesco
Georgia
$718M +$106M +2,915,362 +18%
Capital Research Global Investors
18
Capital Research Global Investors
California
$703M -$37.5M -1,026,834 -5%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$702M +$10.8M +297,232 +2%
Lazard Asset Management
20
Lazard Asset Management
New York
$700M -$226M -6,195,523 -25%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$696M +$29.3M +803,246 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$596M -$54.4M -1,490,463 -8%
N
23
Nuveen
North Carolina
$424M -$15.3M -420,292 -4%
Charles Schwab
24
Charles Schwab
California
$422M +$6.41M +175,706 +2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$421M +$3.91M +107,250 +1%

CSX Hedge Fund Activity: Q1 2024 in Review

1,692 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q1 2024, worth a combined $53.5B — up 5.2% from $50.8B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CSX positions and 100 closed out — a net gain of 48 holders — while 618 added to existing stakes and 600 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $765M. The largest seller was Morgan Stanley, cutting an estimated $920M.

  • 1,692 institutional investors held CSX Corp (CSX) as of Q1 2024, up from 1,665 in Q4 2023.
  • Funds reported $53.5B of CSX Corp stock for Q1 2024, up 5.2% quarter-over-quarter.
  • 148 funds opened new CSX Corp positions in Q1 2024 and 100 closed out, a net change of +48 holders.
  • The largest CSX Corp buyer in Q1 2024 was JP Morgan Chase, an estimated $765M added.
  • The largest CSX Corp seller in Q1 2024 was Morgan Stanley, an estimated $920M sold.

Based on aggregated 13F filings for Q1 2024.