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Norfolk Southern

1,512 hedge funds and large institutions have $49.6B invested in Norfolk Southern in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 439 increasing their positions, 578 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 71

42% more call options, than puts

Call options by funds: $595M | Put options by funds: $420M

11% more capital invested

Capital invested by funds: $44.6B → $49.6B (+$5.04B)

4% more funds holding

Funds holding: 1,4531,512 (+59)

0.28% less ownership

Funds ownership: 73.76%73.48% (-0.28%)

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

24% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 578

Holders
1,512
Holders Change
+59
Holders Change %
+4.06%
% of All Funds
26.55%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
142
Increased
439
Reduced
578
Closed
71
Calls
$595M
Puts
$420M
Net Calls
+$175M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1501
TD Capital Management
Tennessee
$4K
VRM
1502
Vectors Research Management
New York
$4K
AF
1503
Allworth Financial
California
$3K
EWA
1504
Evolution Wealth Advisors
Florida
$3K
KIG
1505
Kessler Investment Group
Indiana
$3K
EWM
1506
Edge Wealth Management
New York
$3K +$3.04K +12 New
TFM
1507
TFC Financial Management
Massachusetts
$2K
BBHC
1508
Brown Brothers Harriman & Co
New York
$1K -$106K -418 -10%
CWP
1509
Concord Wealth Partners
Virginia
$1K
GTAM
1510
Global Trust Asset Management
Florida
$1K
MGIM
1511
M&G Investment Management
United Kingdom
$240 -$19.8K -78 -8%
SWM
1512
Sugarloaf Wealth Management
Georgia
$31
MSE
1513
MUFG Securities EMEA
United Kingdom
-$108M -454,100 Closed
LPU
1514
Lansdowne Partners (UK)
United Kingdom
-$52.3M -220,276 Closed
SIG
1515
Senator Investment Group
New York
-$47.5M -200,000 Closed
JGC
1516
J. Goldman & Co
New York
-$19.9M -83,720 Closed
CCMG
1517
Clark Capital Management Group
Pennsylvania
-$17M -71,731 Closed
CC
1518
Carlson Capital
Texas
-$11.4M -47,896 Closed
OCAM
1519
Onex Canada Asset Management
Ontario, Canada
-$9.64M -40,565 Closed
CSPIA
1520
Cary Street Partners Investment Advisory
Virginia
-$8.61M -36,223 Closed
MSA
1521
Mason Street Advisors
Wisconsin
-$8.32M -35,037 Closed
Marshall Wace
1522
Marshall Wace
United Kingdom
-$6.89M -29,017 Closed
Walleye Trading
1523
Walleye Trading
New York
-$7.19M -28,385 Closed
AIM
1524
Aigen Investment Management
New York
-$4.29M -18,045 Closed
USAA
1525
United Services Automobile Association
Texas
-$2.73M -14,106 Closed

NSC Hedge Fund Activity: Q1 2021 in Review

1,512 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q1 2021, worth a combined $49.6B — up 11% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new NSC positions and 71 closed out — a net gain of 71 holders — while 439 added to existing stakes and 578 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $309M. The largest seller was Ameriprise, cutting an estimated $212M.

  • 1,512 institutional investors held Norfolk Southern (NSC) as of Q1 2021, up from 1,453 in Q4 2020.
  • Funds reported $49.6B of Norfolk Southern stock for Q1 2021, up 11% quarter-over-quarter.
  • 142 funds opened new Norfolk Southern positions in Q1 2021 and 71 closed out, a net change of +71 holders.
  • The largest Norfolk Southern buyer in Q1 2021 was JP Morgan Chase, an estimated $309M added.
  • The largest Norfolk Southern seller in Q1 2021 was Ameriprise, an estimated $212M sold.

Based on aggregated 13F filings for Q1 2021.