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Norfolk Southern

863 hedge funds and large institutions have $15.3B invested in Norfolk Southern in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 323 increasing their positions, 308 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $263M | Put options by funds: $160M

26% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 53

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more capital invested

Capital invested by funds: $14.5B → $15.3B (+$773M)

5% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 308

1% more funds holding

Funds holding: 855863 (+8)

0.07% more ownership

Funds ownership: 63.77%63.84% (+0.07%)

Holders
863
Holders Change
+8
Holders Change %
+0.94%
% of All Funds
27.98%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.52%
New
67
Increased
323
Reduced
308
Closed
53
Calls
$263M
Puts
$160M
Net Calls
+$103M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
751
Jefferies Group
New York
$225K -$323K -4,306 -60%
TCOTO
752
Trust Company of the Ozarks
Missouri
$222K +$215K +2,874 New
SIC
753
Salem Investment Counselors
North Carolina
$220K
SAM
754
Scotia Asset Management
Ontario, Canada
$218K -$19K -253 -8%
DWT
755
Dorsey & Whitney Trust
South Dakota
$218K +$1.35K +18 +0.6%
SJL
756
Shayne & Jacobs LLC
Tennessee
$217K
DBT
757
Dubuque Bank & Trust
Iowa
$217K +$39.7K +530 +23%
EIA
758
Edgemoor Investment Advisors
Maryland
$216K
LCM
759
Lucas Capital Management
New Jersey
$213K +$206K +2,750 New
Mariner
760
Mariner
Kansas
$212K -$6.29K -84 -3%
AL
761
Agran Libbie
California
$212K +$205K +2,735 New
KT
762
Kanaly Trust
Texas
$212K +$206K +2,754 New
RCP
763
Rothschild Capital Partners
New York
$211K +$204K +2,729 New
BIG
764
Blackthorn Investment Group
Kansas
$209K -$327K -4,370 -62%
AWM
765
Altavista Wealth Management
North Carolina
$209K +$202K +2,700 New
Edgewood Management
766
Edgewood Management
Connecticut
$209K +$202K +2,700 New
NAM
767
North American Management
Massachusetts
$208K +$201K +2,685 New
PGIM
768
Pacific Global Investment Management
California
$207K +$201K +2,681 New
IRS
769
Invictus RG (Singapore)
Singapore
$206K +$200K +2,666 New
AF
770
Arrow Financial
New York
$205K -$84.3K -1,125 -30%
PLFAM
771
Pineno Levin & Ford Asset Management
Virginia
$205K +$198K +2,645 New
MCM
772
Maryland Capital Management
Maryland
$205K +$199K +2,650 New
NPF
773
Norris Perne & French
Michigan
$205K +$199K +2,659 New
WDA
774
Wendell David Associates
New Hampshire
$203K +$198K +2,640 New
MIC
775
MU Investments Company
Japan
$201K

NSC Hedge Fund Activity: Q3 2013 in Review

863 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q3 2013, worth a combined $15.3B — up 5.3% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NSC positions and 53 closed out — a net gain of 14 holders — while 323 added to existing stakes and 308 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Invesco, cutting an estimated $102M.

  • 863 institutional investors held Norfolk Southern (NSC) as of Q3 2013, up from 855 in Q2 2013.
  • Funds reported $15.3B of Norfolk Southern stock for Q3 2013, up 5.3% quarter-over-quarter.
  • 67 funds opened new Norfolk Southern positions in Q3 2013 and 53 closed out, a net change of +14 holders.
  • The largest Norfolk Southern buyer in Q3 2013 was Wellington Management Group, an estimated $126M added.
  • The largest Norfolk Southern seller in Q3 2013 was Invesco, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2013.