We are live on ! Find out more
NSC icon

Norfolk Southern

1,362 hedge funds and large institutions have $40.2B invested in Norfolk Southern in 2020 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 385 increasing their positions, 535 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 78

56% more call options, than puts

Call options by funds: $455M | Put options by funds: $292M

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

22% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.15B)

5% more funds holding

Funds holding: 1,2931,362 (+69)

0.23% more ownership

Funds ownership: 73.52%73.75% (+0.23%)

28% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 535

Holders
1,362
Holders Change
+69
Holders Change %
+5.34%
% of All Funds
27.48%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.56%
New
159
Increased
385
Reduced
535
Closed
78
Calls
$455M
Puts
$292M
Net Calls
+$162M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
426
Louisiana State Employees Retirement System
Louisiana
$2.78M +$402K +2,000 +18%
BCM
427
BTC Capital Management
Iowa
$2.78M -$135K -670 -5%
AIM
428
Anchor Investment Management
South Carolina
$2.72M -$24.9K -124 -1%
SWP
429
Stratos Wealth Partners
Ohio
$2.71M -$47.4K -236 -2%
AMM
430
American Money Management
California
$2.71M -$289K -1,438 -10%
MPM
431
Meritage Portfolio Management
Kansas
$2.7M +$29.9K +149 +1%
IMOV
432
Investment Management of Virginia
Virginia
$2.7M -$292K -1,452 -10%
UB
433
UMB Bank
Missouri
$2.69M
IFAM
434
Institutional & Family Asset Management
Colorado
$2.69M -$1.13M -5,624 -31%
MA
435
MUFG Americas
New York
$2.68M -$100K -500 -4%
PWM
436
Perigon Wealth Management
California
$2.67M +$50.2K +250 +2%
WJWM
437
Williams Jones Wealth Management
New York
$2.66M +$201K +1,000 +9%
WB
438
WesBanco Bank
West Virginia
$2.63M -$16.9K -84 -0.7%
LCM
439
Logan Capital Management
Pennsylvania
$2.63M +$40.4K +201 +2%
PP
440
Paloma Partners
Connecticut
$2.61M -$6.93M -34,491 -74%
CBN
441
Cadence Bank NA
Texas
$2.6M -$35.7K -178 -1%
NB
442
NBT Bank
New York
$2.58M -$7.63K -38 -0.3%
AAS
443
Avantax Advisory Services
Texas
$2.58M +$1.34M +6,668 +124%
FCI
444
Financial Counselors Inc
Kansas
$2.58M -$193K -963 -7%
BCCM
445
Bridge Creek Capital Management
Massachusetts
$2.56M -$25.1K -125 -1%
ZIC
446
ZWJ Investment Counsel
Georgia
$2.56M
SI
447
Stephens Inc
Arkansas
$2.55M -$96K -478 -4%
HAI
448
Hennessy Advisors Inc
California
$2.55M -$40.2K -200 -2%
AWM
449
AE Wealth Management
Kansas
$2.53M +$131K +650 +6%
Connor, Clark & Lunn Investment Management (CC&L)
450
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.52M -$21.6M -107,501 -90%

NSC Hedge Fund Activity: Q3 2020 in Review

1,362 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q3 2020, worth a combined $40.2B — up 22% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new NSC positions and 78 closed out — a net gain of 81 holders — while 385 added to existing stakes and 535 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $637M. The largest seller was Lazard Asset Management, cutting an estimated $554M.

  • 1,362 institutional investors held Norfolk Southern (NSC) as of Q3 2020, up from 1,293 in Q2 2020.
  • Funds reported $40.2B of Norfolk Southern stock for Q3 2020, up 22% quarter-over-quarter.
  • 159 funds opened new Norfolk Southern positions in Q3 2020 and 78 closed out, a net change of +81 holders.
  • The largest Norfolk Southern buyer in Q3 2020 was T. Rowe Price Associates, an estimated $637M added.
  • The largest Norfolk Southern seller in Q3 2020 was Lazard Asset Management, an estimated $554M sold.

Based on aggregated 13F filings for Q3 2020.