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Norfolk Southern
NSC

1,051 hedge funds and large institutions have $23B invested in Norfolk Southern in 2014 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 345 increasing their positions, 390 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 60

4% more funds holding

Funds holding: 1,014 → 1,051 (+37)

2.16% more ownership

Funds ownership: 65.55% → 67.72% (+2.2%)

2% more capital invested

Capital invested by funds: $22.6B → $23B (+$343M)

12% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 390

13% less funds holding in top 10

Funds holding in top 10: 31 → 27 (-4)

26% less call options, than puts

Call options by funds: $277M | Put options by funds: $372M

Holders
1,051
Holders Change
+37
Holders Change %
+3.65%
% of All Funds
28.03%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.72%
New
113
Increased
345
Reduced
390
Closed
60
Calls
$277M
Puts
$372M
Net Calls
-$95.6M
Net Calls Change
-$208M

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$221M
2
CGI
CI Global Investments
California
+$147M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$87.3M
4
SIG
Senator Investment Group
New York
+$84.9M
5
BFA
BlackRock Fund Advisors
California
+$79.2M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$285M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$214M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$165M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$69.9M
5
Fidelity International
Fidelity International
Bermuda
-$67.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
926
Inspirion Wealth Advisors
Illinois
$200K +$200K +1,825 New
BAM
927
Burgundy Asset Management
Ontario, Canada
$200K +$200K +1,827 New
SSG
928
Summit Securities Group
New York
$197K +$11K +100 +6%
GLI
929
Guardian Life Insurance
New York
$193K – – –
SFFS
930
Stonehage Fleming Financial Services
Jersey
$191K +$191K +1,740 New
TRCT
931
Tower Research Capital (TRC)
New York
$190K +$114K +1,037 +148%
DVM
932
Dreman Value Management
Florida
$181K +$15.3K +140 +9%
HFM
933
Hartford Financial Management
Connecticut
$175K – – –
ARMT
934
Amica Retiree Medical Trust
Rhode Island
$174K – – –
FAM
935
Formidable Asset Management
Ohio
$170K – – –
MCM
936
Manchester Capital Management
Vermont
$167K – – –
CG
937
Colony Group
Massachusetts
$166K -$2.74K -25 -2%
CLOS
938
Compagnie Lombard Odier SCmA
Switzerland
$157K -$740K -6,752 -83%
MAM
939
Mizuho Asset Management
Japan
$157K +$42.2K +385 +37%
Royal London Asset Management
940
Royal London Asset Management
United Kingdom
$155K +$3.89M +35,455 +34%
FFC
941
First Financial Corp
Indiana
$154K – – –
Victory Capital Management
942
Victory Capital Management
Texas
$148K +$148K +1,350 New
WG
943
Welch Group
Alabama
$147K – – –
IC
944
Intersect Capital
California
$147K +$147K +1,340 New
SC
945
SRB Corp
Massachusetts
$139K -$6.03K -55 -4%
CFSG
946
Community Financial Services Group
Vermont
$134K – – –
ICOM
947
Investment Counselors of Maryland
Maryland
$132K – – –
JAM
948
Jolley Asset Management
North Carolina
$132K – – –
NES
949
New England Securities
New York
$123K +$40.2K +367 +48%
FANJ
950
Financial Architects (New Jersey)
New Jersey
$121K – – –
36 37
38
39 40

NSC Hedge Fund Activity: Q4 2014 in Review

1,051 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q4 2014, worth a combined $23B — up 1.5% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new NSC positions and 60 closed out — a net gain of 53 holders — while 345 added to existing stakes and 390 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $221M. The largest seller was Boston Partners, exiting entirely with an estimated $285M sold.

  • 1,051 institutional investors held Norfolk Southern (NSC) as of Q4 2014, up from 1,014 in Q3 2014.
  • Funds reported $23B of Norfolk Southern stock for Q4 2014, up 1.5% quarter-over-quarter.
  • 113 funds opened new Norfolk Southern positions in Q4 2014 and 60 closed out, a net change of +53 holders.
  • The largest Norfolk Southern buyer in Q4 2014 was Deutsche Bank, an estimated $221M added.
  • The largest Norfolk Southern seller in Q4 2014 was Boston Partners, an estimated $285M sold.

Based on aggregated 13F filings for Q4 2014.