We are live on ! Find out more
NSC icon

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
Nordea Investment Management
76
Nordea Investment Management
Sweden
$48.6M +$43.2M +466,093 +1,366%
WSTAM
77
Wilbanks Smith & Thomas Asset Management
Virginia
$46.9M -$322K -3,468 -0.7%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$46.3M -$5.27M -56,814 -11%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$46M -$16.7M -180,306 -28%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$45.8M -$928K -10,000 -2%
US Bancorp
81
US Bancorp
Minnesota
$45M +$431K +4,646 +1%
U
82
UBS
Switzerland
$44.9M +$4.13M +44,527 +11%
SC
83
Skylands Capital
Wisconsin
$44.1M -$1.64M -17,725 -4%
SI
84
Sentry Investments
Ontario, Canada
$43.9M +$1.21M +13,000 +3%
TAM
85
Todd Asset Management
Kentucky
$43.8M -$2.91M -31,400 -7%
MTB
86
Mizuho Trust & Banking
Japan
$40.7M -$2.95M -31,800 -7%
B
87
Baird
Wisconsin
$40.5M +$1.75M +18,861 +5%
Comerica Bank
88
Comerica Bank
Texas
$40.2M +$549K +5,918 +1%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$39.2M +$24.1K +260 +0.1%
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$38.5M -$30.3M -326,415 -45%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$38.2M +$905K +9,762 +3%
APG Asset Management
92
APG Asset Management
Netherlands
$35.7M +$5.67M +61,140 +20%
ELC
93
Edgar Lomax Company
Virginia
$35.6M +$5.63M +60,750 +20%
TA
94
Teachers Advisors
New York
$34.9M +$3.84M +41,375 +13%
EARNEST Partners
95
EARNEST Partners
Georgia
$34.2M +$328K +3,537 +1%
BJ
96
BlackRock Japan
Japan
$33.9M -$841K -9,066 -3%
JIC
97
Johnson Investment Counsel
Ohio
$33M -$464K -5,005 -1%
Jacobs Levy Equity Management
98
Jacobs Levy Equity Management
New Jersey
$32M +$30.5M +328,920 New
Barclays
99
Barclays
United Kingdom
$31.6M -$22.8M -245,743 -43%
SB
100
Suntrust Banks
Georgia
$31.1M -$1.22M -13,166 -4%

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.