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Norfolk Southern

909 hedge funds and large institutions have $15.7B invested in Norfolk Southern in 2015 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 319 increasing their positions, 349 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $160M | Put options by funds: $137M

0.61% more ownership

Funds ownership: 67.84%68.44% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

9% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 349

5% less funds holding

Funds holding: 956909 (-47)

13% less capital invested

Capital invested by funds: $18B → $15.7B (-$2.32B)

44% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 94

Holders
909
Holders Change
-47
Holders Change %
-4.92%
% of All Funds
25.38%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
53
Increased
319
Reduced
349
Closed
94
Calls
$160M
Puts
$137M
Net Calls
+$23M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
776
Cowen Prime Advisors
New York
$153K
FCMC
777
Founders Capital Management (Connecticut)
Connecticut
$153K
EDRH
778
Edmond de Rothschild Holding
Switzerland
$149K -$50.8K -625 -24%
EDRE
779
Edmond de Rothschild (Europe)
Luxembourg
$149K -$46.2K -568 -23%
FMLI
780
Fukoku Mutual Life Insurance
Japan
$145K
CFA
781
Carroll Financial Associates
North Carolina
$143K
GLI
782
Guardian Life Insurance
New York
$135K +$34K +419 +31%
DSC
783
Duncker Streett & Co
Missouri
$123K +$4.31K +53 +3%
HFM
784
Hartford Financial Management
Connecticut
$122K
QAM
785
QCI Asset Management
New York
$122K +$650 +8 +0.5%
FFC
786
First Financial Corp
Indiana
$122K +$9.02K +111 +7%
ARMT
787
Amica Retiree Medical Trust
Rhode Island
$121K
FAM
788
Formidable Asset Management
Ohio
$118K
CF
789
CenterStar Fund
Illinois
$116K
WG
790
Welch Group
Alabama
$111K
BCM
791
Brookstone Capital Management
Illinois
$110K +$37.3K +459 +47%
CLOS
792
Compagnie Lombard Odier SCmA
Switzerland
$109K
MCM
793
Manchester Capital Management
Vermont
$107K
JWA
794
JFS Wealth Advisors
Pennsylvania
$103K +$55.3K +681 +102%
S
795
SignatureFD
Georgia
$98K -$8.13K -100 -7%
GWM
796
Gupta Wealth Management
California
$96K +$17.9K +220 +21%
CWM
797
Catamount Wealth Management
Connecticut
$92K
ICOM
798
Investment Counselors of Maryland
Maryland
$92K
JAM
799
Jolley Asset Management
North Carolina
$92K
VNA
800
Valley National Advisers
Pennsylvania
$91K

NSC Hedge Fund Activity: Q3 2015 in Review

909 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q3 2015, worth a combined $15.7B — down 13% from $18B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of NSC and 53 opened new positions — a net loss of 41 holders — while 349 trimmed existing stakes and 319 added.

The largest buyer was London Company of Virginia, adding an estimated $200M. The largest seller was Janus Henderson Investors US, cutting an estimated $88.3M.

  • 909 institutional investors held Norfolk Southern (NSC) as of Q3 2015, down from 956 in Q2 2015.
  • Funds reported $15.7B of Norfolk Southern stock for Q3 2015, down 13% quarter-over-quarter.
  • 53 funds opened new Norfolk Southern positions in Q3 2015 and 94 closed out, a net change of -41 holders.
  • The largest Norfolk Southern buyer in Q3 2015 was London Company of Virginia, an estimated $200M added.
  • The largest Norfolk Southern seller in Q3 2015 was Janus Henderson Investors US, an estimated $88.3M sold.

Based on aggregated 13F filings for Q3 2015.