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Norfolk Southern

941 hedge funds and large institutions have $17.3B invested in Norfolk Southern in 2015 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 238 increasing their positions, 408 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $247M | Put options by funds: $142M

58% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 76

10% more capital invested

Capital invested by funds: $15.7B → $17.3B (+$1.58B)

4% more funds holding

Funds holding: 909941 (+32)

0.46% more ownership

Funds ownership: 68.44%68.9% (+0.46%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

42% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 408

Holders
941
Holders Change
+32
Holders Change %
+3.52%
% of All Funds
24.69%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
120
Increased
238
Reduced
408
Closed
76
Calls
$247M
Puts
$142M
Net Calls
+$105M
Net Calls Change
+$82.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
101
Schwartz Investment Counsel
Michigan
$21.5M +$385K +4,500 +2%
YCMGA
102
York Capital Management Global Advisors
New York
$21.1M +$21.4M +250,000 New
Allianz Asset Management
103
Allianz Asset Management
Germany
$21.1M -$10.5M -122,258 -33%
CI
104
Cincinnati Insurance
Ohio
$21.1M
M&T Bank
105
M&T Bank
New York
$20.6M +$178K +2,077 +0.9%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$20.4M -$234K -2,739 -1%
Two Sigma Advisers
107
Two Sigma Advisers
New York
$20.1M -$40.2M -469,701 -66%
Stifel Financial
108
Stifel Financial
Missouri
$20.1M -$740K -8,641 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
109
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.8M +$8.62M +100,740 +76%
Ameriprise
110
Ameriprise
Minnesota
$19.2M +$1.16M +13,581 +6%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.8M +$91.8K +1,072 +0.5%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$18.7M -$10.9M -127,889 -37%
MFM
113
Marianas Fund Management
New York
$18.5M +$18.7M +218,441 New
VOYA Investment Management
114
VOYA Investment Management
Georgia
$18.4M -$669K -7,821 -3%
EVM
115
Eaton Vance Management
Massachusetts
$18.2M +$547K +6,388 +3%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$18.2M -$1.1M -12,880 -6%
MG
117
Markel Group
Virginia
$17.5M +$4.71M +55,000 +36%
ACI
118
AMP Capital Investors
Australia
$16.9M -$3.47M -40,580 -17%
CM
119
CS McKee
Pennsylvania
$16.6M -$394K -4,600 -2%
Credit Agricole
120
Credit Agricole
France
$16.6M -$825K -9,638 -5%
USAA
121
United Services Automobile Association
Texas
$16.1M +$8.57M +100,132 +111%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$16M -$154K -1,800 -0.9%
SO
123
STRS Ohio
Ohio
$15.9M -$36.3K -424 -0.2%
ACA
124
Anchor Capital Advisors
Massachusetts
$15.5M -$55.6K -650 -0.4%
WAM
125
Wolverine Asset Management
Illinois
$15.4M +$14.8M +172,900 +1,950%

NSC Hedge Fund Activity: Q4 2015 in Review

941 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q4 2015, worth a combined $17.3B — up 10% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new NSC positions and 76 closed out — a net gain of 44 holders — while 238 added to existing stakes and 408 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $390M. The largest seller was Lazard Asset Management, cutting an estimated $176M.

  • 941 institutional investors held Norfolk Southern (NSC) as of Q4 2015, up from 909 in Q3 2015.
  • Funds reported $17.3B of Norfolk Southern stock for Q4 2015, up 10% quarter-over-quarter.
  • 120 funds opened new Norfolk Southern positions in Q4 2015 and 76 closed out, a net change of +44 holders.
  • The largest Norfolk Southern buyer in Q4 2015 was Capital Research Global Investors, an estimated $390M added.
  • The largest Norfolk Southern seller in Q4 2015 was Lazard Asset Management, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2015.