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Norfolk Southern

1,362 hedge funds and large institutions have $40.2B invested in Norfolk Southern in 2020 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 385 increasing their positions, 535 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 78

56% more call options, than puts

Call options by funds: $455M | Put options by funds: $292M

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

22% more capital invested

Capital invested by funds: $33.1B → $40.2B (+$7.15B)

5% more funds holding

Funds holding: 1,2931,362 (+69)

0.23% more ownership

Funds ownership: 73.52%73.75% (+0.23%)

28% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 535

Holders
1,362
Holders Change
+69
Holders Change %
+5.34%
% of All Funds
27.48%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.56%
New
159
Increased
385
Reduced
535
Closed
78
Calls
$455M
Puts
$292M
Net Calls
+$162M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1026
Inspirion Wealth Advisors
Illinois
$321K
BEC
1027
Blue Edge Capital
Virginia
$321K
SDWIA
1028
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$319K
SFA
1029
Sequoia Financial Advisors
Ohio
$317K -$38.6K -192 -11%
PBC
1030
Pavion Blue Capital
California
$317K
SHA
1031
Seneca House Advisors
Virginia
$315K +$201 +1 +0.1%
OPS
1032
Orion Portfolio Solutions
Nebraska
$309K -$9.84K -49 -3%
BCM
1033
BTR Capital Management
California
$308K -$7.83K -39 -3%
BAM
1034
Belpointe Asset Management
Nevada
$306K
SNBOSD
1035
Security National Bank of So Dak
Iowa
$306K
CIA
1036
ClearBridge Investments (Australia)
Australia
$304K -$314K -1,562 -52%
AWA
1037
Arete Wealth Advisors
Illinois
$303K +$7.83K +39 +3%
BCM
1038
Brookstone Capital Management
Illinois
$303K +$9.44K +47 +3%
OBGC
1039
O'Brien Greene & Co
Pennsylvania
$301K
SWA
1040
Stratos Wealth Advisors
Ohio
$301K
WC
1041
Westhampton Capital
North Carolina
$300K
HIA
1042
Harbor Investment Advisory
Maryland
$300K +$64.7K +322 +30%
DWM
1043
Doyle Wealth Management
Florida
$298K
PVWM
1044
Point View Wealth Management
New Jersey
$297K -$20.9K -104 -7%
WI
1045
Wintrust Investments
Illinois
$297K -$3.41K -17 -1%
RAM
1046
Redmond Asset Management
Virginia
$297K
CT
1047
Coastline Trust
Rhode Island
$296K +$2.01K +10 +0.7%
VHAM
1048
Van Hulzen Asset Management
California
$293K -$547K -2,724 -67%
IIA
1049
ICW Investment Advisors
Arizona
$293K +$13.9K +69 +5%
CWA
1050
Clarus Wealth Advisors
Arizona
$292K -$40.2K -200 -13%

NSC Hedge Fund Activity: Q3 2020 in Review

1,362 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q3 2020, worth a combined $40.2B — up 22% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new NSC positions and 78 closed out — a net gain of 81 holders — while 385 added to existing stakes and 535 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $637M. The largest seller was Lazard Asset Management, cutting an estimated $554M.

  • 1,362 institutional investors held Norfolk Southern (NSC) as of Q3 2020, up from 1,293 in Q2 2020.
  • Funds reported $40.2B of Norfolk Southern stock for Q3 2020, up 22% quarter-over-quarter.
  • 159 funds opened new Norfolk Southern positions in Q3 2020 and 78 closed out, a net change of +81 holders.
  • The largest Norfolk Southern buyer in Q3 2020 was T. Rowe Price Associates, an estimated $637M added.
  • The largest Norfolk Southern seller in Q3 2020 was Lazard Asset Management, an estimated $554M sold.

Based on aggregated 13F filings for Q3 2020.