Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CSX CORP (CSX)

2K + Investors. Track Smart Money conviction in CSX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
4Q ▲
Buyers last Q
52%

Smart Money Signals — CSX

Based on 1860 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added CSX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,860 hedge funds hold CSX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+225 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

885 buying815 selling
Last quarter: 885 funds bought or added vs 815 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 189 → 173 → 223 → 216. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 14% medium ■ 17% new
1,286 out of 1,860 hedge funds have held CSX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

137 → 189 → 173 → 223 → 216 new funds/Q
New funds entering each quarter: 189 → 173 → 223 → 216. A growing number of institutions are discovering CSX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 1,917 current holders: 1,379 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
68 of 1860 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CSX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CSX

In 2026 Q1, 885 hedge funds were net buyers of CSX (216 opened a new position, 669 added to an existing one), while 815 reduced or exited (661 trimmed, 154 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in CSX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +62 funds (more new holders than closures). Total institutional holders: 1860.

Hedge Fund Ownership: CSX

How many hedge funds hold CSX — quarterly history vs. share price
Quarterly hedge fund ownership of CSX vs. share price

Market Analysis: CSX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy CSX CORP (CSX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CSX has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
CSX
+25.2%
XLI
+8.6%

CSX outperformed XLI by +16.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
CSX
+3.9%
XLI
+4131.3%

Since the filing became public, CSX outperformed XLI by -4127.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

83 top-rated funds 9 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: CSX
2K + Investors

Track Smart Money conviction in CSX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1846 1798 2.67%
13F Shares 1.38B 1.44B -3.84%
Total Value $52.31B $49.53B 5.61%
New Positions 209 223 -14
Increased Positions 648 625 +23
Closed Positions 161 138 +23
Reduced Positions 644 618 +26
Total Calls 34 34 -
Total Puts 33 31 6.45%
PUT/CALL Ratio 0.97 0.91 Neutral

Statistics: CSX

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of CSX — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DRH Investments, Inc. 10.06% 301,844 $12.4M
2 Maj Invest Holding A/S 6.48% 3,586,679 $147K
3 Tiptree Advisors, LLC 6.13% 257,500 $10.6M
4 Ausbil Investment Management Ltd 5.38% 261,110 $10.8M
5 SMA Capital LLC 4.16% 234,726 $9.6M
6 Tribune Investment Group LP 4.09% 259,900 $10.7M
7 Cherokee Insurance Co 3.18% 204,000 $8.4M
8 LOCUST WOOD CAPITAL ADVISERS, LLC 3.00% 2,868,822 $117.8M
9 Junto Capital Management LP 2.99% 3,461,214 $142.1M
10 Signet Investment Advisory Group, Inc. 2.93% 155,657 $6.4M
11 Perpetual Ltd 2.86% 4,535,052 $186.2M
12 Tenere Capital LLC 2.81% 93,323 $3.8M
13 SOUND SHORE MANAGEMENT INC /CT/ 2.75% 2,002,159 $82.2M
14 FOUNDERS CAPITAL MANAGEMENT, LLC 2.73% 405,266 $16.6M
15 Partners Group Holding AG 2.71% 892,369 $36.6M
16 Aull & Monroe Investment Management Corp 2.60% 136,185 $5.6M
17 Cartenna Capital, LP 2.47% 1,650,000 $67.7M
18 WULFF, HANSEN & CO. 2.44% 58,303 $2.4M
19 M3 Wealth Management, LLC 2.24% 71,028 $2.9M
20 New England Research & Management, Inc. 2.19% 126,473 $5.2M
21 VIKING GLOBAL INVESTORS LP 2.14% 18,678,052 $766.7M
22 DCM Advisors, LLC 2.11% 112,895 $4.6M
23 Jessup Wealth Management, Inc 2.08% 138,742 $5.7M
24 Jones Kertz & Associates, Inc. 2.07% 94,820 $3.9M
25 Cottage Street Advisors LLC 1.95% 109,625 $4.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CSX CORP (CSX)

What does the Smart Money Trend signal show for CSX?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CSX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSX?

Slight buying edge — 52% buying: Last quarter: 885 funds bought or added vs 815 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CSX holders?

Elite ownership — 51% AUM from top-100 funds: 68 of 1860 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CSX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSX?

69% of holders stayed for 2+ years: 1,286 out of 1,860 hedge funds have held CSX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy CSX CORP (CSX) following the 2026 Q1 hedge fund 13F filings?

As of today, CSX has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4131.3% for the XLI sector ETF — an outperformance of -4127.4%. Since the quarter end (March 31, 2026), CSX has gained +25.2% vs +8.6% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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