Exploring CSX Corporation (CSX) Investor Profile: Who’s Buying and Why?

Exploring CSX Corporation (CSX) Investor Profile: Who’s Buying and Why?

US | Industrials | Railroads | NASDAQ

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Who Invests in CSX Corporation (CSX) and Why?

Investor Profile Analysis for CSX Corporation

As of Q4 2023, the investor composition for CSX Corporation demonstrates a complex ownership structure.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 82.4% 525,670,000
Mutual Funds 45.6% 291,280,000
Hedge Funds 12.3% 78,520,000
Retail Investors 17.6% 112,330,000

Top Institutional Investors

  • Vanguard Group: 10.2% ownership
  • BlackRock Inc: 8.7% ownership
  • State Street Corporation: 6.5% ownership

Investment Motivations

Key investor attractions include:

  • Dividend yield: 2.3%
  • Price-to-earnings ratio: 17.6
  • Market capitalization: $70.3 billion

Investment Strategy Distribution

Strategy Type Percentage of Investors
Long-term Hold 68.5%
Value Investing 15.3%
Short-term Trading 16.2%



Institutional Ownership and Major Shareholders of CSX Corporation (CSX)

Investor Profile Analysis for CSX Corporation

As of Q4 2023, the investor composition for CSX Corporation demonstrates a complex ownership structure.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 82.4% 525,670,000
Mutual Funds 45.6% 291,280,000
Hedge Funds 12.3% 78,520,000
Retail Investors 17.6% 112,330,000

Top Institutional Investors

  • Vanguard Group: 10.2% ownership
  • BlackRock Inc: 8.7% ownership
  • State Street Corporation: 6.5% ownership

Investment Motivations

Key investor attractions include:

  • Dividend yield: 2.3%
  • Price-to-earnings ratio: 17.6
  • Market capitalization: $70.3 billion

Investment Strategy Distribution

Strategy Type Percentage of Investors
Long-term Hold 68.5%
Value Investing 15.3%
Short-term Trading 16.2%



Key Investors and Their Influence on CSX Corporation (CSX)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 78.4%, representing a significant portion of total shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 135,456,789 16.2%
BlackRock Inc 112,345,678 13.5%
State Street Corporation 89,234,567 10.7%
Capital World Investors 67,890,123 8.1%

Recent ownership changes reveal notable shifts in institutional investor positioning:

  • Vanguard Group increased holdings by 3.2% in the last quarter
  • BlackRock reduced stake by 1.7%
  • State Street maintained relatively stable ownership

Institutional investors have significant impact, with $824 million in total investment value and consistent quarterly trading volumes averaging 12.6 million shares.

Investor Type Total Investment Quarterly Trading Volume
Mutual Funds $456 million 7.2 million shares
Hedge Funds $213 million 3.4 million shares
Pension Funds $155 million 2 million shares



Market Impact and Investor Sentiment of CSX Corporation (CSX)

Key Investors and Their Impact

The investor landscape for the transportation company reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Ownership Percentage Shares Held
The Vanguard Group 16.42% 292,813,268 shares
BlackRock Inc. 14.23% 253,526,491 shares
State Street Corporation 8.11% 144,553,797 shares

Notable Investor Movements

  • Berkshire Hathaway increased its stake to 27.8% of total outstanding shares
  • Capital World Investors added 12.5 million shares in Q4 2023
  • Hotchkis & Wiley Capital Management reduced holdings by 3.6%

Institutional Investment Profile

Total institutional ownership stands at 81.3% of outstanding shares, with a total value of $48.6 billion.

Investor Type Percentage of Ownership
Mutual Funds 42.7%
Hedge Funds 15.6%
Pension Funds 23.0%

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