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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
LAS
1301
Lloyd Advisory Services
Georgia
$31K -$3.01K -15 -9%
HH
1302
HWG Holdings
Texas
$31K -$803 -4 -3%
FA
1303
Financial Advantage
Maryland
$29K
NSIM
1304
North Star Investment Management
Illinois
$29K +$201 +1 +0.7%
Loomis, Sayles & Company
1305
Loomis, Sayles & Company
Massachusetts
$27K +$5.42K +27 +27%
SBL
1306
Sargent Bickham Lagudis
Colorado
$26K
TC
1307
Trust Company
Kansas
$26K
BEI
1308
Benjamin Edwards Inc
Missouri
$26K +$24.5K +122 New
SWM
1309
Sugarloaf Wealth Management
Georgia
$24K
M
1310
MOTCO
Texas
$23K +$13.9K +69 +186%
CG
1311
Cutler Group
California
$21K
JGIA
1312
Jackson Grant Investment Advisers
Connecticut
$21K
LFG
1313
Larson Financial Group
Missouri
$21K
MCM
1314
MV Capital Management
Maryland
$21K
MWP
1315
Meridian Wealth Partners
Pennsylvania
$21K +$20.1K +100 New
PS
1316
Planned Solutions
California
$21K +$20.1K +100 New
MAM
1317
Magellan Asset Management
Australia
$20K +$19.1K +95 New
BCMIO
1318
Beacon Capital Management Inc (Ohio)
Ohio
$19K -$15.3K -76 -47%
CAL
1319
Capital Analysts LLC
Pennsylvania
$19K
CFD
1320
Creative Financial Designs
Indiana
$19K +$8.44K +42 +91%
LS
1321
Leelyn Smith
Illinois
$18K
SL
1322
Savior LLC
Massachusetts
$16K
ME
1323
McIlrath & Eck
Washington
$15K
TPWA
1324
TRUE Private Wealth Advisors
Oregon
$13K
CAM
1325
Costello Asset Management
Pennsylvania
$13K +$201 +1 +2%

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.