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Norfolk Southern

1,313 hedge funds and large institutions have $36.6B invested in Norfolk Southern in 2019 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 353 increasing their positions, 552 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 76

23% more capital invested

Capital invested by funds: $29.6B → $36.6B (+$6.96B)

19% more funds holding in top 10

Funds holding in top 10: 3238 (+6)

4% more funds holding

Funds holding: 1,2621,313 (+51)

0.03% more ownership

Funds ownership: 73.33%73.36% (+0.03%)

11% less call options, than puts

Call options by funds: $330M | Put options by funds: $372M

36% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 552

Holders
1,313
Holders Change
+51
Holders Change %
+4.04%
% of All Funds
28.42%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.82%
New
141
Increased
353
Reduced
552
Closed
76
Calls
$330M
Puts
$372M
Net Calls
-$41.6M
Net Calls Change
-$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$213M +$2.92M +16,886 +2%
Ameriprise
27
Ameriprise
Minnesota
$206M -$11.8M -67,968 -6%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$204M -$4.52M -26,132 -2%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$203M +$21.3M +123,099 +13%
UBS AM
30
UBS AM
Illinois
$199M -$12.9M -74,493 -7%
Swiss National Bank
31
Swiss National Bank
Switzerland
$170M -$259K -1,500 -0.2%
Citadel Advisors
32
Citadel Advisors
Florida
$170M +$133M +767,855 +549%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$165M +$2.04M +11,814 +1%
PCM
34
Palestra Capital Management
New York
$157M +$37M +213,640 +34%
Swedbank
35
Swedbank
Sweden
$154M -$6.75M -39,014 -5%
PPA
36
Parametric Portfolio Associates
Washington
$151M +$3.28M +18,975 +2%
Invesco
37
Invesco
Georgia
$151M +$9.83M +56,853 +8%
Morgan Stanley
38
Morgan Stanley
New York
$149M -$47.1M -272,179 -25%
Prudential Financial
39
Prudential Financial
New Jersey
$148M -$30.8M -178,061 -18%
Cohen & Steers
40
Cohen & Steers
New York
$146M +$24.8M +143,419 +23%
TCIM
41
TIAA CREF Investment Management
New York
$143M -$9.64M -55,748 -7%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$135M -$4.19M -24,244 -3%
Millennium Management
43
Millennium Management
New York
$124M +$71.2M +411,484 +163%
American Century Companies
44
American Century Companies
Missouri
$120M -$99.6M -576,155 -47%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$119M -$4.6M -26,600 -4%
CFC
46
Cincinnati Financial Corp
Ohio
$110M
IAM
47
Impala Asset Management
Florida
$109M -$86.5M -500,380 -46%
UBS Group
48
UBS Group
Switzerland
$104M +$10.7M +62,046 +13%
TA
49
Teachers Advisors
New York
$102M -$17.9M -103,485 -16%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$101M -$6.58M -38,059 -7%

NSC Hedge Fund Activity: Q1 2019 in Review

1,313 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q1 2019, worth a combined $36.6B — up 23% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new NSC positions and 76 closed out — a net gain of 65 holders — while 353 added to existing stakes and 552 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $367M. The largest seller was BlackRock, cutting an estimated $361M.

  • 1,313 institutional investors held Norfolk Southern (NSC) as of Q1 2019, up from 1,262 in Q4 2018.
  • Funds reported $36.6B of Norfolk Southern stock for Q1 2019, up 23% quarter-over-quarter.
  • 141 funds opened new Norfolk Southern positions in Q1 2019 and 76 closed out, a net change of +65 holders.
  • The largest Norfolk Southern buyer in Q1 2019 was Fidelity Investments, an estimated $367M added.
  • The largest Norfolk Southern seller in Q1 2019 was BlackRock, an estimated $361M sold.

Based on aggregated 13F filings for Q1 2019.