We are live on ! Find out more
NSC icon

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
OPCM
776
Osborne Partners Capital Management
California
$201K +$195K +2,600 New
GIS
777
Guardian Investor Services
New York
$195K -$2.25K -30 -1%
Cohen & Steers
778
Cohen & Steers
New York
$186K -$34.2M -457,050 -99%
KTC
779
Kistler-Tiffany Companies
Pennsylvania
$172K -$37.5K -500 -18%
MCM
780
Munder Capital Management
Michigan
$171K -$749 -10 -0.5%
BRWA
781
B. Riley Wealth Advisors
Florida
$170K +$165K +2,202 New
AAM
782
Advisors Asset Management
Colorado
$169K +$21.5K +287 +15%
MBT
783
Monroe Bank & Trust
Michigan
$168K -$12.4K -166 -7%
MMG
784
Monetary Management Group
Missouri
$161K -$25.1K -335 -14%
CPA
785
Cowen Prime Advisors
New York
$155K
Manulife (Manufacturers Life Insurance)
786
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K -$68.7M -917,374 -32%
WA
787
Waverly Advisors
Alabama
$137K +$133K +1,775 New
WIL
788
Winifred I. Li
$128K
QAM
789
QCI Asset Management
New York
$125K +$3.45K +46 +3%
HFM
790
Hartford Financial Management
Connecticut
$123K
FAM
791
Formidable Asset Management
Ohio
$122K +$116K +1,551 New
ICOM
792
Investment Counselors of Maryland
Maryland
$120K
WCM
793
Windsor Capital Management
Arizona
$120K +$31.4K +419 +37%
MCM
794
Manchester Capital Management
Vermont
$118K -$5.69K -76 -5%
SAMC
795
Shinko Asset Management Company
Japan
$116K -$7.49K -100 -6%
WG
796
Welch Group
Alabama
$112K
CFA
797
Carroll Financial Associates
North Carolina
$112K +$5.24K +70 +5%
FFC
798
First Financial Corp
Indiana
$109K +$74.9K +1,000 +247%
DVM
799
Dreman Value Management
Florida
$96K +$92.8K +1,239 New
JAM
800
Jolley Asset Management
North Carolina
$93K

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.