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
SAA
1326
Southeast Asset Advisors
Georgia
-$278K -1,430 Closed
TW
1327
TrinityPoint Wealth
Connecticut
-$276K -1,421 Closed
SAM
1328
Seelaus Asset Management
New Jersey
-$272K -1,400 Closed
CAMG
1329
CWA Asset Management Group
Florida
-$269K -1,386 Closed
SP
1330
Symmetry Partners
Connecticut
-$269K -1,385 Closed
HH
1331
Hilltop Holdings
Texas
-$263K -1,358 Closed
MCM
1332
Marathon Capital Management
Maryland
-$262K -1,353 Closed
CAM
1333
Cypress Asset Management
Texas
-$262K -1,350 Closed
EM
1334
ELCO Management
New York
-$262K -1,350 Closed
BFO
1335
Biltmore Family Office
North Carolina
-$261K -1,346 Closed
UWPG
1336
Ullmann Wealth Partners Group
Florida
-$261K -1,342 Closed
MWM
1337
Mission Wealth Management
California
-$260K -1,341 Closed
ST
1338
Spinnaker Trust
Maine
-$259K -1,339 Closed
IFG
1339
Investors Financial Group
Minnesota
-$260K -1,338 Closed
IWM
1340
IHT Wealth Management
Illinois
-$253K -1,304 Closed
PAG
1341
Pinnacle Advisory Group
Maryland
-$253K -1,304 Closed
CC
1342
Chicago Capital
Illinois
-$252K -1,300 Closed
SEIA
1343
Signature Estate & Investment Advisors
California
-$252K -1,300 Closed
FHC
1344
First Heartland Consultants
Missouri
-$251K -1,293 Closed
FMC
1345
First Merchants Corp
Indiana
-$251K -1,293 Closed
SHGA
1346
Sand Hill Global Advisors
California
-$247K -1,272 Closed
PL
1347
Plancorp LLC
Missouri
-$247K -1,270 Closed
LOAMS
1348
Lombard Odier Asset Management (Switzerland)
Switzerland
-$245K -1,261 Closed
FWM
1349
Fairhaven Wealth Management
Illinois
-$245K -1,260 Closed
SFSG
1350
Stearns Financial Services Group
North Carolina
-$244K -1,257 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.