We are live on ! Find out more
NSC icon

Norfolk Southern

1,261 hedge funds and large institutions have $27.7B invested in Norfolk Southern in 2020 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 355 increasing their positions, 565 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $346M | Put options by funds: $210M

4.36% less ownership

Funds ownership: 72.94%68.58% (-4.4%)

7% less funds holding

Funds holding: 1,3571,261 (-96)

25% less capital invested

Capital invested by funds: $36.9B → $27.7B (-$9.2B)

27% less funds holding in top 10

Funds holding in top 10: 3022 (-8)

37% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 565

45% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 172

Holders
1,261
Holders Change
-96
Holders Change %
-7.07%
% of All Funds
27.79%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.48%
New
94
Increased
355
Reduced
565
Closed
172
Calls
$346M
Puts
$210M
Net Calls
+$135M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
1301
Jupiter Investment Management
United Kingdom
-$582K -3,000 Closed
1WA
1302
180 Wealth Advisors
Washington
-$601K -2,960 Closed
LP
1303
LMR Partners
United Kingdom
-$574 -2,956 Closed
WCM
1304
Weld Capital Management
New York
-$532K -2,740 Closed
CFMC
1305
Curbstone Financial Management Corp
New Hampshire
-$485K -2,500 Closed
VVP
1306
Venture Visionary Partners
Ohio
-$460K -2,370 Closed
USGIU
1307
U.S. Global Investors (USGI)
Texas
-$439K -2,259 Closed
TMAM
1308
Tokio Marine Asset Management
Japan
-$400K -2,059 Closed
JWCA
1309
J.W. Cole Advisors
Florida
-$399K -2,054 Closed
MYLI
1310
Meiji Yasuda Life Insurance
Japan
-$395K -2,036 Closed
CRC
1311
Curi RMB Capital
Illinois
-$383K -1,973 Closed
CP
1312
Camelot Portfolios
Ohio
-$351K -1,806 Closed
CWM
1313
Connecticut Wealth Management
Connecticut
-$348K -1,792 Closed
CCMG
1314
Clark Capital Management Group
Pennsylvania
-$343K -1,767 Closed
RPWA
1315
Regent Peak Wealth Advisors
Georgia
-$343K -1,767 Closed
CFW
1316
CA Family Wealth
California
-$342K -1,763 Closed
ECM
1317
Evergreen Capital Management
Washington
-$338K -1,740 Closed
CDIA
1318
Capital Directions Investment Advisors
Georgia
-$335K -1,728 Closed
JIP
1319
JBJ Investment Partners
South Carolina
-$334K -1,722 Closed
EHC
1320
Everett Harris & Co
California
-$333K -1,714 Closed
BWP
1321
Bernardo Wealth Planning
Pennsylvania
-$328K -1,694 Closed
Financial Engines Advisors
1322
Financial Engines Advisors
California
-$317K -1,633 Closed
CW
1323
CreativeOne Wealth
Kansas
-$313K -1,614 Closed
CAM
1324
Cozad Asset Management
Illinois
-$300K -1,543 Closed
GFS
1325
GYL Financial Synergies
Connecticut
-$285K -1,470 Closed

NSC Hedge Fund Activity: Q1 2020 in Review

1,261 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q1 2020, worth a combined $27.7B — down 25% from $36.9B a quarter earlier.

Sellers outnumbered buyers: 172 funds closed out of NSC and 94 opened new positions — a net loss of 78 holders — while 565 trimmed existing stakes and 355 added.

The largest buyer was American Century Companies, adding an estimated $386M. The largest seller was Soroban Capital Partners, cutting an estimated $285M.

  • 1,261 institutional investors held Norfolk Southern (NSC) as of Q1 2020, down from 1,357 in Q4 2019.
  • Funds reported $27.7B of Norfolk Southern stock for Q1 2020, down 25% quarter-over-quarter.
  • 94 funds opened new Norfolk Southern positions in Q1 2020 and 172 closed out, a net change of -78 holders.
  • The largest Norfolk Southern buyer in Q1 2020 was American Century Companies, an estimated $386M added.
  • The largest Norfolk Southern seller in Q1 2020 was Soroban Capital Partners, an estimated $285M sold.

Based on aggregated 13F filings for Q1 2020.