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Norfolk Southern

1,293 hedge funds and large institutions have $33.1B invested in Norfolk Southern in 2020 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 383 increasing their positions, 520 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $401M | Put options by funds: $252M

58% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 77

19% more capital invested

Capital invested by funds: $27.7B → $33.1B (+$5.36B)

4.94% more ownership

Funds ownership: 68.58%73.52% (+4.9%)

3% more funds holding

Funds holding: 1,2611,293 (+32)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

26% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 520

Holders
1,293
Holders Change
+32
Holders Change %
+2.54%
% of All Funds
26.51%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.41%
New
122
Increased
383
Reduced
520
Closed
77
Calls
$401M
Puts
$252M
Net Calls
+$150M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1076
Monetary Management Group
Missouri
$219K
TW
1077
TrinityPoint Wealth
Connecticut
$219K +$211K +1,246 New
QWM
1078
Quaker Wealth Management
New Jersey
$219K +$212K +1,249 New
WBC
1079
West Branch Capital
Massachusetts
$218K -$43.4K -256 -17%
KA
1080
Kovack Advisors
Florida
$218K -$28.8K -170 -12%
CASB
1081
Cape Ann Savings Bank
Massachusetts
$218K +$210K +1,240 New
FWM
1082
Fairhaven Wealth Management
Illinois
$218K +$210K +1,241 New
POIA
1083
Pin Oak Investment Advisors
Texas
$217K
PL
1084
Plancorp LLC
Missouri
$217K +$209K +1,235 New
FIA
1085
Foundations Investment Advisors
Arizona
$217K +$211K +1,243 New
SBSB
1086
Sullivan, Bruyette, Speros & Blaney
Virginia
$214K -$98.6K -582 -32%
MWM
1087
Mission Wealth Management
California
$214K +$207K +1,219 New
WCAMG
1088
Woodard & Company Asset Management Group
North Carolina
$214K +$207K +1,220 New
TL
1089
TrueWealth LLC
Georgia
$213K -$3.73K -22 -2%
VA
1090
Valmark Advisers
Ohio
$213K +$206K +1,213 New
QCG
1091
Quadrant Capital Group
Ohio
$212K -$136K -801 -40%
AWA
1092
ARS Wealth Advisors
Florida
$212K +$204K +1,207 New
BWP
1093
Bernardo Wealth Planning
Pennsylvania
$212K +$205K +1,211 New
CAM
1094
Cypress Asset Management
Texas
$211K +$203K +1,200 New
EIA
1095
Eldridge Investment Advisors
New Hampshire
$211K +$203K +1,200 New
MCM
1096
Marathon Capital Management
Maryland
$211K +$204K +1,203 New
NCM
1097
Noesis Capital Mangement
Florida
$209K -$33.9K -200 -14%
NFG
1098
Next Financial Group
Texas
$208K -$3.73K -22 -2%
ECM
1099
Evergreen Capital Management
Washington
$208K +$201K +1,186 New
AI
1100
Accredited Investors
Minnesota
$208K +$201K +1,187 New

NSC Hedge Fund Activity: Q2 2020 in Review

1,293 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q2 2020, worth a combined $33.1B — up 19% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new NSC positions and 77 closed out — a net gain of 45 holders — while 383 added to existing stakes and 520 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $330M. The largest seller was Lazard Asset Management, cutting an estimated $507M.

  • 1,293 institutional investors held Norfolk Southern (NSC) as of Q2 2020, up from 1,261 in Q1 2020.
  • Funds reported $33.1B of Norfolk Southern stock for Q2 2020, up 19% quarter-over-quarter.
  • 122 funds opened new Norfolk Southern positions in Q2 2020 and 77 closed out, a net change of +45 holders.
  • The largest Norfolk Southern buyer in Q2 2020 was JP Morgan Chase, an estimated $330M added.
  • The largest Norfolk Southern seller in Q2 2020 was Lazard Asset Management, an estimated $507M sold.

Based on aggregated 13F filings for Q2 2020.