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Norfolk Southern

1,527 hedge funds and large institutions have $37.9B invested in Norfolk Southern in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 481 increasing their positions, 567 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 82

7% more capital invested

Capital invested by funds: $35.3B → $37.9B (+$2.6B)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 1,4971,527 (+30)

0.31% more ownership

Funds ownership: 73.31%73.63% (+0.31%)

10% less call options, than puts

Call options by funds: $221M | Put options by funds: $244M

15% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 567

Holders
1,527
Holders Change
+30
Holders Change %
+2%
% of All Funds
23.98%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
124
Increased
481
Reduced
567
Closed
82
Calls
$221M
Puts
$244M
Net Calls
-$23.2M
Net Calls Change
-$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1276
Carl Stuart Investment Advisor
Texas
$220K +$206K +971 New
AIS
1277
AM Investment Strategies
Tennessee
$220K +$206K +970 New
TWA
1278
TCI Wealth Advisors
Arizona
$218K
SIMG
1279
Sonora Investment Management Group
Arizona
$218K
BP
1280
Broadleaf Partners
Ohio
$217K
WCWM
1281
Willow Creek Wealth Management
California
$217K
KFS
1282
Kurt F. Somerville
$217K -$1.17M -5,500 -85%
BCA
1283
Bay Colony Advisors
Massachusetts
$215K +$202K +950 New
ZIG
1284
Zullo Investment Group
Pennsylvania
$215K +$202K +949 New
MPW
1285
Monterey Private Wealth
California
$215K +$425 +2 +0.2%
TW
1286
Transform Wealth
Colorado
$215K
NAM
1287
NTV Asset Management
West Virginia
$213K -$21.2K -100 -10%
OP
1288
ORG Partners
Indiana
$213K +$199K +935 New
JBA
1289
Johnson Bixby & Associates
Washington
$213K +$199K +938 New
PWP
1290
Phillips Wealth Planners
Mississippi
$211K +$198K +932 New
WA
1291
Wealth Alliance
New York
$210K +$197K +928 New
AC
1292
ASB Consultores
Florida
$210K +$197K +928 New
CF
1293
Cantor Fitzgerald
New York
$210K -$56.3K -265 -22%
PEA
1294
Park Edge Advisors
Ohio
$209K +$196K +922 New
KFA
1295
Kapstone Financial Advisors
Ohio
$208K +$189K +890 New
DAC
1296
Dividend Assets Capital
South Carolina
$208K +$138K +649 +242%
FCB
1297
First Command Bank
Texas
$208K -$581K -2,735 -75%
FCFS
1298
First Command Financial Services
Texas
$208K -$581K -2,735 -75%
MW
1299
Marcum Wealth
Ohio
$208K +$195K +916 New
RCWM
1300
Royal Capital Wealth Management
Indiana
$208K +$195K +916 New

NSC Hedge Fund Activity: Q2 2023 in Review

1,527 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q2 2023, worth a combined $37.9B — up 7.4% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new NSC positions and 82 closed out — a net gain of 42 holders — while 481 added to existing stakes and 567 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $914M. The largest seller was Capital International Investors, cutting an estimated $1.13B.

  • 1,527 institutional investors held Norfolk Southern (NSC) as of Q2 2023, up from 1,497 in Q1 2023.
  • Funds reported $37.9B of Norfolk Southern stock for Q2 2023, up 7.4% quarter-over-quarter.
  • 124 funds opened new Norfolk Southern positions in Q2 2023 and 82 closed out, a net change of +42 holders.
  • The largest Norfolk Southern buyer in Q2 2023 was Dodge & Cox, an estimated $914M added.
  • The largest Norfolk Southern seller in Q2 2023 was Capital International Investors, an estimated $1.13B sold.

Based on aggregated 13F filings for Q2 2023.