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Norfolk Southern

955 hedge funds and large institutions have $19.7B invested in Norfolk Southern in 2016 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 278 increasing their positions, 376 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

33% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 54

16% more call options, than puts

Call options by funds: $180M | Put options by funds: $155M

14% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.45B)

1.1% more ownership

Funds ownership: 68.52%69.62% (+1.1%)

1% more funds holding

Funds holding: 949955 (+6)

26% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 376

Holders
955
Holders Change
+6
Holders Change %
+0.63%
% of All Funds
25.48%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.32%
New
72
Increased
278
Reduced
376
Closed
54
Calls
$180M
Puts
$155M
Net Calls
+$24.7M
Net Calls Change
+$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
901
Advantage Investment Management
Iowa
$29K
EWM
902
Evercore Wealth Management
New York
$29K
FWM
903
Focused Wealth Management
New York
$29K
KA
904
Klingman & Associates
New York
$28K
LAM
905
Lebenthal Asset Management
New York
$28K +$26.1K +287 New
SWA
906
Sutton Wealth Advisors
Florida
$27.7K
FNBSF
907
First National Bank Sioux Falls
South Dakota
$27K
VCM
908
Versant Capital Management
Arizona
$26K +$3.55K +39 +17%
JCM
909
Jacobi Capital Management
Pennsylvania
$25K
EWM
910
Endurance Wealth Management
Rhode Island
$24K
LWA
911
Lenox Wealth Advisors
New York
$23K
AWMS
912
Advocacy Wealth Management Services
Georgia
$21K -$3.37K -37 -15%
QCG
913
Quadrant Capital Group
Ohio
$20K
PFG
914
Piershale Financial Group
Illinois
$20K +$18.3K +201 New
BC
915
Blackhill Capital
New Jersey
$19K
CFS
916
Commonwealth Financial Services
West Virginia
$19K
BWA
917
Burt Wealth Advisors
Maryland
$17K
TC
918
Trust Company
Kansas
$16K
BKA
919
Brick & Kyle Associates
Pennsylvania
$15K
SIA
920
SeaBridge Investment Advisors
New Jersey
$15K
CCM
921
Cribstone Capital Management
Maine
$14K -$13K -143 -49%
GAM
922
Gemmer Asset Management
California
$14K
RFA
923
Reilly Financial Advisors
California
$14K
TFO
924
Tarbox Family Office
California
$14K +$364 +4 +3%
GWS
925
Glassman Wealth Services
Virginia
$12K -$14.6K -160 -56%

NSC Hedge Fund Activity: Q3 2016 in Review

955 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q3 2016, worth a combined $19.7B — up 14% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new NSC positions and 54 closed out — a net gain of 18 holders — while 278 added to existing stakes and 376 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $162M. The largest seller was Capital Research Global Investors, cutting an estimated $322M.

  • 955 institutional investors held Norfolk Southern (NSC) as of Q3 2016, up from 949 in Q2 2016.
  • Funds reported $19.7B of Norfolk Southern stock for Q3 2016, up 14% quarter-over-quarter.
  • 72 funds opened new Norfolk Southern positions in Q3 2016 and 54 closed out, a net change of +18 holders.
  • The largest Norfolk Southern buyer in Q3 2016 was T. Rowe Price Associates, an estimated $162M added.
  • The largest Norfolk Southern seller in Q3 2016 was Capital Research Global Investors, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2016.