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Norfolk Southern
NSC

1,149 hedge funds and large institutions have $29.9B invested in Norfolk Southern in 2017 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 325 increasing their positions, 450 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

601% more call options, than puts

Call options by funds: $2.54B | Put options by funds: $362M

200% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 46

28% more funds holding in top 10

Funds holding in top 10: 18 → 23 (+5)

8% more funds holding

Funds holding: 1,065 → 1,149 (+84)

8% more capital invested

Capital invested by funds: $27.7B → $29.9B (+$2.15B)

0.82% less ownership

Funds ownership: 72.89% → 72.07% (-0.82%)

28% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 450

Holders
1,149
Holders Change
+84
Holders Change %
+7.89%
% of All Funds
26.06%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.52%
New
138
Increased
325
Reduced
450
Closed
46
Calls
$2.54B
Puts
$362M
Net Calls
+$2.18B
Net Calls Change
+$245M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$206M
2
Citadel Advisors
Citadel Advisors
Florida
+$138M
3
American Century Companies
American Century Companies
Missouri
+$91.7M
4
Citigroup
Citigroup
New York
+$88.8M
5
SCM
Suvretta Capital Management
New York
+$88.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$792M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
SCM
Steadfast Capital Management
New York
-$130M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$61.2M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$57.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
926
Noesis Capital Mangement
Florida
$259K – – –
DIA
927
Dana Investment Advisors
Wisconsin
$258K – – –
FWP
928
FAS Wealth Partners
Kansas
$257K – – –
SNBOSD
929
Security National Bank of So Dak
Iowa
$257K – – –
PP
930
Prudential plc
United Kingdom
$255K – – –
WDA
931
Wendell David Associates
New Hampshire
$254K – – –
CC
932
Cipher Capital
New York
$253K -$2.95M -21,941 -93%
CCM
933
Canal Capital Management
Virginia
$253K +$23.5K +175 +11%
II
934
Inspire Investing
Idaho
$253K +$235K +1,747 New
AUB
935
Atlantic Union Bankshares
Virginia
$252K – – –
OC
936
Oakworth Capital
Alabama
$249K – – –
BFA
937
Bragg Financial Advisors
North Carolina
$248K +$230K +1,713 New
PL
938
Perpetual Ltd
Australia
$247K – – –
SSA
939
South Street Advisors
New York
$246K – – –
IBOK
940
Independence Bank of Kentucky
Kentucky
$246K +$228K +1,700 New
CA
941
Cetera Advisors
Colorado
$245K +$12.5K +93 +6%
FBT
942
First Bank & Trust
South Dakota
$244K -$2.69K -20 -1%
CC
943
Cadinha & Co
Hawaii
$243K – – –
HFM
944
Hartford Financial Management
Connecticut
$243K – – –
RW
945
REDW Wealth
New Mexico
$240K – – –
ZF
946
Zhang Financial
Michigan
$240K +$211K +1,575 New
TAM
947
Tocqueville Asset Management
New York
$239K +$13K +97 +6%
CICI
948
Capital Investment Counsel Inc
North Carolina
$237K -$22.2K -165 -9%
MCM
949
Marathon Capital Management
Maryland
$237K +$220K +1,639 New
OLA
950
Oliver Luxxe Assets
New Jersey
$236K – – –
36 37
38
39 40

NSC Hedge Fund Activity: Q4 2017 in Review

1,149 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q4 2017, worth a combined $29.9B — up 7.7% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new NSC positions and 46 closed out — a net gain of 92 holders — while 325 added to existing stakes and 450 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $206M. The largest seller was Bank of America, cutting an estimated $792M.

  • 1,149 institutional investors held Norfolk Southern (NSC) as of Q4 2017, up from 1,065 in Q3 2017.
  • Funds reported $29.9B of Norfolk Southern stock for Q4 2017, up 7.7% quarter-over-quarter.
  • 138 funds opened new Norfolk Southern positions in Q4 2017 and 46 closed out, a net change of +92 holders.
  • The largest Norfolk Southern buyer in Q4 2017 was JP Morgan Chase, an estimated $206M added.
  • The largest Norfolk Southern seller in Q4 2017 was Bank of America, an estimated $792M sold.

Based on aggregated 13F filings for Q4 2017.