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Norfolk Southern
NSC

1,050 hedge funds and large institutions have $25.1B invested in Norfolk Southern in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 329 increasing their positions, 415 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

718% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $240M

50% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 56

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

9% more capital invested

Capital invested by funds: $23.1B → $25.1B (+$1.99B)

4.79% more ownership

Funds ownership: 66.39% → 71.18% (+4.8%)

2% more funds holding

Funds holding: 1,033 → 1,050 (+17)

21% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 415

Holders
1,050
Holders Change
+17
Holders Change %
+1.65%
% of All Funds
26.18%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.42%
New
84
Increased
329
Reduced
415
Closed
56
Calls
$1.96B
Puts
$240M
Net Calls
+$1.72B
Net Calls Change
+$1.71B

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$259M
2
Lazard Asset Management
Lazard Asset Management
New York
+$109M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.6M
4
BlackRock
BlackRock
New York
+$82.3M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$81.5M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$302M
2
CIA
ClearBridge Investments (Australia)
Australia
-$128M
3
Citadel Advisors
Citadel Advisors
Florida
-$87.3M
4
American Century Companies
American Century Companies
Missouri
-$80.7M
5
Millennium Management
Millennium Management
New York
-$73M
Name Holding Trade Value Shares
Change 		Change in
Stake
PL
901
Perpetual Ltd
Australia
$206K +$199K +1,696 New
SSA
902
South Street Advisors
New York
$206K +$200K +1,700 New
JFGIW
903
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K -$2.97M -25,292 -94%
OLA
904
Oliver Luxxe Assets
New Jersey
$205K +$198K +1,686 New
PP
905
Prudential plc
United Kingdom
$205K +$198K +1,686 New
HFM
906
Hartford Financial Management
Connecticut
$204K – – –
CC
907
Cadinha & Co
Hawaii
$204K +$197K +1,680 New
AI
908
Accredited Investors
Minnesota
$202K +$195K +1,656 New
RW
909
REDW Wealth
New Mexico
$202K +$195K +1,660 New
BAM
910
Barrett Asset Management
New York
$201K – – –
CCMG
911
Clark Capital Management Group
Pennsylvania
$201K +$194K +1,650 New
CPA
912
Cowen Prime Advisors
New York
$195K – – –
ARMT
913
Amica Retiree Medical Trust
Rhode Island
$193K – – –
SC
914
SRB Corp
Massachusetts
$193K +$15.6K +133 +9%
NCM
915
Nelson Capital Management
California
$189K – – –
JAM
916
Jolley Asset Management
North Carolina
$183K – – –
AF
917
Arrow Financial
New York
$180K – – –
AIM
918
Artemis Investment Management
United Kingdom
$175K – – –
FWM
919
Focused Wealth Management
New York
$170K +$129K +1,100 +372%
DBT
920
Dubuque Bank & Trust
Iowa
$166K -$146K -1,239 -48%
JWA
921
JFS Wealth Advisors
Pennsylvania
$164K – – –
MMG
922
Monetary Management Group
Missouri
$164K – – –
DCM
923
Dupont Capital Management
Delaware
$163K -$1.32M -11,204 -89%
CAW
924
Cornerstone Advisors (Washington)
Washington
$163K – – –
KLWA
925
Kelly Lawrence W & Associates
California
$158K – – –
35 36
37
38 39

NSC Hedge Fund Activity: Q2 2017 in Review

1,050 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q2 2017, worth a combined $25.1B — up 8.6% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new NSC positions and 56 closed out — a net gain of 28 holders — while 329 added to existing stakes and 415 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $259M. The largest seller was Capital Research Global Investors, cutting an estimated $302M.

  • 1,050 institutional investors held Norfolk Southern (NSC) as of Q2 2017, up from 1,033 in Q1 2017.
  • Funds reported $25.1B of Norfolk Southern stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 84 funds opened new Norfolk Southern positions in Q2 2017 and 56 closed out, a net change of +28 holders.
  • The largest Norfolk Southern buyer in Q2 2017 was JP Morgan Chase, an estimated $259M added.
  • The largest Norfolk Southern seller in Q2 2017 was Capital Research Global Investors, an estimated $302M sold.

Based on aggregated 13F filings for Q2 2017.