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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
SWM
1201
Selective Wealth Management
Virginia
$182K -$12.1K -60 -7%
GI
1202
Gradient Investments
Minnesota
$179K -$2.21K -11 -1%
DSC
1203
Duncker Streett & Co
Missouri
$177K +$8.44K +42 +5%
BWA
1204
Burt Wealth Advisors
Maryland
$171K
KLWA
1205
Kelly Lawrence W & Associates
California
$171K
AssetMark Inc
1206
AssetMark Inc
California
$167K +$33.1K +165 +27%
GC
1207
Grace Capital
Massachusetts
$167K +$57K +284 +57%
AA
1208
AlphaMark Advisors
Kentucky
$166K
SC
1209
Steph & Co
Wisconsin
$166K
SIM
1210
Sonora Investment Management
Arizona
$165K +$114K +566 +277%
LC
1211
Lindbrook Capital
California
$157K +$201 +1 +0.1%
GAM
1212
Gemmer Asset Management
California
$155K
BWM
1213
Baystate Wealth Management
Massachusetts
$148K +$402 +2 +0.3%
HI
1214
Hudock Inc
Pennsylvania
$146K
MS
1215
Marshall & Sullivan
Washington
$144K +$136K +675 New
MSFP
1216
Mark Sheptoff Financial Planning
Connecticut
$139K
AIC
1217
Archer Investment Corporation
Indiana
$137K
IMRF
1218
Illinois Municipal Retirement Fund
Illinois
$137K +$128K +638 New
MFT
1219
Moisand Fitzgerald Tamayo
Florida
$136K
CYG
1220
Clean Yield Group
Vermont
$135K +$16.5K +82 +15%
CWC
1221
Carolinas Wealth Consulting
North Carolina
$133K -$18.7K -93 -13%
PG
1222
Proffitt & Goodson
Tennessee
$131K
CF
1223
Centaurus Financial
California
$127K
CCM
1224
Chiron Capital Management
Florida
$127K +$119K +594 New
SIS
1225
Sound Income Strategies
Florida
$125K +$1.21K +6 +1%

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.