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Norfolk Southern

955 hedge funds and large institutions have $19.7B invested in Norfolk Southern in 2016 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 278 increasing their positions, 376 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

33% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 54

16% more call options, than puts

Call options by funds: $180M | Put options by funds: $155M

14% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.45B)

1.1% more ownership

Funds ownership: 68.52%69.62% (+1.1%)

1% more funds holding

Funds holding: 949955 (+6)

26% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 376

Holders
955
Holders Change
+6
Holders Change %
+0.63%
% of All Funds
25.48%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.32%
New
72
Increased
278
Reduced
376
Closed
54
Calls
$180M
Puts
$155M
Net Calls
+$24.7M
Net Calls Change
+$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$25.6M -$272K -2,990 -1%
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$25.5M -$539K -5,919 -2%
KeyBank National Association
103
KeyBank National Association
Ohio
$25.3M -$346K -3,802 -1%
EARNEST Partners
104
EARNEST Partners
Georgia
$25.1M -$901K -9,901 -4%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$25M -$1.06M -11,655 -4%
SIC
106
Schwartz Investment Counsel
Michigan
$24.7M
AIG
107
American International Group
New York
$24.4M -$105K -1,159 -0.5%
EIP
108
Epoch Investment Partners
New York
$23.5M -$1.18M -13,011 -5%
M&T Bank
109
M&T Bank
New York
$22.5M -$725K -7,964 -3%
PCA
110
Personal Capital Advisors
California
$22.5M +$2.85M +31,309 +15%
MG
111
Markel Group
Virginia
$22.3M
Barclays
112
Barclays
United Kingdom
$22M +$6.26M +68,828 +44%
SB
113
Suntrust Banks
Georgia
$21.9M -$95.6K -1,051 -0.5%
ACI
114
AMP Capital Investors
Australia
$21.7M +$1.05M +11,587 +5%
GAM
115
Gotham Asset Management
New York
$21.7M +$7.29M +80,084 +56%
Credit Agricole
116
Credit Agricole
France
$21.6M -$454K -4,987 -2%
National Pension Service
117
National Pension Service
South Korea
$20.9M +$1.58M +17,361 +9%
VanEck Associates
118
VanEck Associates
New York
$20.8M +$492K +5,402 +3%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$20.6M +$13.9M +153,034 +260%
PI
120
PGGM Investments
Netherlands
$20.3M -$88.9K -977 -0.5%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.7M
ACA
122
Anchor Capital Advisors
Massachusetts
$19.3M +$86.3K +948 +0.5%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$18.7M +$88.6K +974 +0.5%
AAMU
124
Amundi Asset Management US
Massachusetts
$18.2M +$1.36M +14,981 +9%
USAA
125
United Services Automobile Association
Texas
$18.2M -$84.5K -929 -0.5%

NSC Hedge Fund Activity: Q3 2016 in Review

955 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q3 2016, worth a combined $19.7B — up 14% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new NSC positions and 54 closed out — a net gain of 18 holders — while 278 added to existing stakes and 376 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $162M. The largest seller was Capital Research Global Investors, cutting an estimated $322M.

  • 955 institutional investors held Norfolk Southern (NSC) as of Q3 2016, up from 949 in Q2 2016.
  • Funds reported $19.7B of Norfolk Southern stock for Q3 2016, up 14% quarter-over-quarter.
  • 72 funds opened new Norfolk Southern positions in Q3 2016 and 54 closed out, a net change of +18 holders.
  • The largest Norfolk Southern buyer in Q3 2016 was T. Rowe Price Associates, an estimated $162M added.
  • The largest Norfolk Southern seller in Q3 2016 was Capital Research Global Investors, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2016.