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Norfolk Southern

1,442 hedge funds and large institutions have $33.1B invested in Norfolk Southern in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 472 increasing their positions, 531 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.39% more ownership

Funds ownership: 73.63%74.02% (+0.39%)

6% less funds holding

Funds holding: 1,5271,442 (-85)

11% less repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 531

13% less capital invested

Capital invested by funds: $37.9B → $33.1B (-$4.82B)

18% less call options, than puts

Call options by funds: $188M | Put options by funds: $230M

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

45% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 152

Holders
1,442
Holders Change
-85
Holders Change %
-5.57%
% of All Funds
22.89%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.21%
New
84
Increased
472
Reduced
531
Closed
152
Calls
$188M
Puts
$230M
Net Calls
-$42.2M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
JBA
1551
Johnson Bixby & Associates
Washington
-$213K -938 Closed
PWP
1552
Phillips Wealth Planners
Mississippi
-$211K -932 Closed
AC
1553
ASB Consultores
Florida
-$210K -928 Closed
CF
1554
Cantor Fitzgerald
New York
-$210K -925 Closed
PEA
1555
Park Edge Advisors
Ohio
-$209K -922 Closed
MW
1556
Marcum Wealth
Ohio
-$208K -916 Closed
RCWM
1557
Royal Capital Wealth Management
Indiana
-$208K -916 Closed
AAIS
1558
ABN AMRO Investment Solutions
-$207K -915 Closed
ABC
1559
Associated Banc-Corp
Wisconsin
-$206K -909 Closed
TA
1560
TrueWealth Advisors
Alabama
-$206K -908 Closed
EP
1561
Eudaimonia Partners
Tennessee
-$205K -902 Closed
CAM
1562
Congress Asset Management
Massachusetts
-$204K -901 Closed
MA
1563
MONECO Advisors
Connecticut
-$204K -901 Closed
EP
1564
EPIQ Partners
Minnesota
-$204K -900 Closed
JCM
1565
Jag Capital Management
Missouri
-$204K -900 Closed
JWM
1566
Jeppson Wealth Management
California
-$204K -900 Closed
MMHP
1567
Murphy Middleton Hinkle & Parker
Georgia
-$204K -900 Closed
PVM
1568
Palogic Value Management
Texas
-$204K -900 Closed
VBCG
1569
Valley Brook Capital Group
Pennsylvania
-$204K -900 Closed
WA
1570
WealthTrust Axiom
Pennsylvania
-$204K -900 Closed
WC
1571
Westhampton Capital
North Carolina
-$204K -900 Closed
IAP
1572
Indie Asset Partners
Indiana
-$203K -897 Closed
KFA
1573
Kapstone Financial Advisors
Ohio
-$208K -890 Closed
APC
1574
Asset Planning Corporation
Tennessee
-$200K -884 Closed
ISWM
1575
Independent Solutions Wealth Management
New York
-$200K -883 Closed

NSC Hedge Fund Activity: Q3 2023 in Review

1,442 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q3 2023, worth a combined $33.1B — down 13% from $37.9B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of NSC and 84 opened new positions — a net loss of 68 holders — while 531 trimmed existing stakes and 472 added.

The largest buyer was Dodge & Cox, adding an estimated $458M. The largest seller was Capital World Investors, cutting an estimated $410M.

  • 1,442 institutional investors held Norfolk Southern (NSC) as of Q3 2023, down from 1,527 in Q2 2023.
  • Funds reported $33.1B of Norfolk Southern stock for Q3 2023, down 13% quarter-over-quarter.
  • 84 funds opened new Norfolk Southern positions in Q3 2023 and 152 closed out, a net change of -68 holders.
  • The largest Norfolk Southern buyer in Q3 2023 was Dodge & Cox, an estimated $458M added.
  • The largest Norfolk Southern seller in Q3 2023 was Capital World Investors, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2023.