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Norfolk Southern

1,489 hedge funds and large institutions have $42.5B invested in Norfolk Southern in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 497 increasing their positions, 534 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% less ownership

Funds ownership: 72.52%72.01% (-0.51%)

7% less repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 534

9% less call options, than puts

Call options by funds: $268M | Put options by funds: $294M

3% less funds holding

Funds holding: 1,5431,489 (-54)

12% less capital invested

Capital invested by funds: $48.1B → $42.5B (-$5.54B)

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

29% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 118

Holders
1,489
Holders Change
-54
Holders Change %
-3.5%
% of All Funds
26.07%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.33%
New
84
Increased
497
Reduced
534
Closed
118
Calls
$268M
Puts
$294M
Net Calls
-$26.2M
Net Calls Change
-$95.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1376
Hexagon Capital Partners
Arkansas
$87K
HCM
1377
Horrell Capital Management
Arkansas
$87K
ZB
1378
Zions Bancorporation
Utah
$87K +$1.03K +4 +1%
TH
1379
TCTC Holdings
Texas
$81K
1IA
1380
1834 Investment Advisors
Wisconsin
$76K
MFT
1381
Moisand Fitzgerald Tamayo
Florida
$74K
ARMC
1382
American Research & Management Company
Massachusetts
$72K
CIM
1383
Contravisory Investment Management
Massachusetts
$72K
CCM
1384
Carderock Capital Management
Maryland
$72K +$76.9K +300 New
SWA
1385
Sutton Wealth Advisors
Florida
$70.1K +$256 +1 +0.3%
WWM
1386
Wolff Wiese Magana
California
$70K -$65.4K -255 -47%
DI
1387
Disciplined Investments
Oklahoma
$70K
TIM
1388
Tortoise Investment Management
New York
$69K
CTB
1389
Country Trust Bank
Illinois
$68K +$2.05K +8 +3%
GAM
1390
Gemmer Asset Management
California
$67K +$513 +2 +0.7%
SN
1391
Sittner & Nelson
Oregon
$66K
PFGIA
1392
Patriot Financial Group Insurance Agency
Massachusetts
$63K +$18.5K +72 +38%
DAC
1393
Dividend Assets Capital
South Carolina
$60K -$35.9K -140 -36%
EWM
1394
Endurance Wealth Management
Rhode Island
$60K
GIA
1395
Goodwin Investment Advisory
Georgia
$60K
WLPWM
1396
Walled Lake Planning & Wealth Management
Illinois
$60K +$256 +1 +0.4%
AWM
1397
Avior Wealth Management
Nebraska
$60K +$513 +2 +0.8%
PMFA
1398
Plante Moran Financial Advisors
Michigan
$59K +$25.6K +100 +68%
BAM
1399
Bellevue Asset Management
Washington
$58K
BHWM
1400
Bay Harbor Wealth Management
Maryland
$57K

NSC Hedge Fund Activity: Q3 2021 in Review

1,489 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q3 2021, worth a combined $42.5B — down 12% from $48.1B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of NSC and 84 opened new positions — a net loss of 34 holders — while 534 trimmed existing stakes and 497 added.

The largest buyer was Bank of America, adding an estimated $245M. The largest seller was JP Morgan Chase, cutting an estimated $322M.

  • 1,489 institutional investors held Norfolk Southern (NSC) as of Q3 2021, down from 1,543 in Q2 2021.
  • Funds reported $42.5B of Norfolk Southern stock for Q3 2021, down 12% quarter-over-quarter.
  • 84 funds opened new Norfolk Southern positions in Q3 2021 and 118 closed out, a net change of -34 holders.
  • The largest Norfolk Southern buyer in Q3 2021 was Bank of America, an estimated $245M added.
  • The largest Norfolk Southern seller in Q3 2021 was JP Morgan Chase, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2021.