CSX Corporation (CSX) Bundle
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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