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Norfolk Southern

977 hedge funds and large institutions have $19.6B invested in Norfolk Southern in 2014 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 320 increasing their positions, 381 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 46

34% more call options, than puts

Call options by funds: $212M | Put options by funds: $158M

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

6% more capital invested

Capital invested by funds: $18.5B → $19.6B (+$1.11B)

2% more funds holding

Funds holding: 957977 (+20)

3.68% less ownership

Funds ownership: 64.59%60.91% (-3.7%)

16% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 381

Holders
977
Holders Change
+20
Holders Change %
+2.09%
% of All Funds
28.22%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.78%
New
79
Increased
320
Reduced
381
Closed
46
Calls
$212M
Puts
$158M
Net Calls
+$53.2M
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
926
Optimum Investment Advisors
Illinois
$49K +$46.4K +500 New
HDIM
927
Hanson & Doremus Investment Management
Vermont
$48K
ZTNA
928
Zions Trust National Association
Utah
$48K +$18.6K +200 +67%
PCTC
929
Perkins Coie Trust Company
Washington
$47K
HR
930
Howe & Rusling
New York
$46K -$10.9K -118 -20%
PCM
931
Prelude Capital Management
New York
$46K +$4.64K +50 +12%
KCPG
932
Kavar Capital Partners Group
Kansas
$45K
ECM
933
ETrade Capital Management
Virginia
$45K +$28.2K +304 +192%
HRIA
934
Haberer Registered Investment Advisor
Ohio
$44K
EWM
935
Edge Wealth Management
New York
$39K
OC
936
Oakworth Capital
Alabama
$38K
MUMSS
937
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K +$928 +10 +3%
AA
938
AlphaMark Advisors
Kentucky
$32K
MAS
939
Madden Advisory Services
Florida
$32K +$30.6K +330 New
Manulife (Manufacturers Life Insurance)
940
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.9K -$84.9M -915,337 -75%
HCM
941
Highlander Capital Management
New Jersey
$29.2K
SSG
942
Summit Securities Group
New York
$29K -$204K -2,200 -88%
FWM
943
Focused Wealth Management
New York
$29K
HCC
944
Hirtle Callaghan & Co
Pennsylvania
$29K
TDC
945
Thompson Davis & Co
Virginia
$29K
TWM
946
Torch Wealth Management
Ohio
$29K
HF
947
Hoxton Financial
West Virginia
$29K +$18.6K +200 +200%
CFG
948
CKW Financial Group
Hawaii
$28K
FNBSF
949
First National Bank Sioux Falls
South Dakota
$27K +$25.5K +275 New
LWA
950
Lenox Wealth Advisors
New York
$23K +$17.9K +193 +495%

NSC Hedge Fund Activity: Q1 2014 in Review

977 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q1 2014, worth a combined $19.6B — up 6% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new NSC positions and 46 closed out — a net gain of 33 holders — while 320 added to existing stakes and 381 trimmed.

The largest buyer was Bank of America, adding an estimated $388M. The largest seller was Cambiar Investors, exiting entirely with an estimated $104M sold.

  • 977 institutional investors held Norfolk Southern (NSC) as of Q1 2014, up from 957 in Q4 2013.
  • Funds reported $19.6B of Norfolk Southern stock for Q1 2014, up 6% quarter-over-quarter.
  • 79 funds opened new Norfolk Southern positions in Q1 2014 and 46 closed out, a net change of +33 holders.
  • The largest Norfolk Southern buyer in Q1 2014 was Bank of America, an estimated $388M added.
  • The largest Norfolk Southern seller in Q1 2014 was Cambiar Investors, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2014.