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Norfolk Southern

863 hedge funds and large institutions have $15.3B invested in Norfolk Southern in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 323 increasing their positions, 308 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $263M | Put options by funds: $160M

26% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 53

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more capital invested

Capital invested by funds: $14.5B → $15.3B (+$773M)

5% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 308

1% more funds holding

Funds holding: 855863 (+8)

0.07% more ownership

Funds ownership: 63.77%63.84% (+0.07%)

Holders
863
Holders Change
+8
Holders Change %
+0.94%
% of All Funds
27.98%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.52%
New
67
Increased
323
Reduced
308
Closed
53
Calls
$263M
Puts
$160M
Net Calls
+$103M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31B +$23.8M +318,337 +2%
State Street
2
State Street
Massachusetts
$1.01B +$16.9M +225,852 +2%
BIT
3
BlackRock Institutional Trust
California
$658M -$17.4M -232,075 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$554M -$4.14M -55,311 -0.8%
Wells Fargo
5
Wells Fargo
California
$496M +$26.4M +352,403 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$466M +$4.97M +66,282 +1%
Northern Trust
7
Northern Trust
Illinois
$439M -$34.9M -466,512 -8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$394M +$30.1M +402,284 +9%
Capital World Investors
9
Capital World Investors
California
$271M -$5.74M -76,646 -2%
BFA
10
BlackRock Fund Advisors
California
$252M +$3.35M +44,688 +1%
UBS AM
11
UBS AM
Illinois
$248M +$6.15M +82,100 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$245M +$982K +13,110 +0.4%
Capital Research Global Investors
13
Capital Research Global Investors
California
$234M +$7.64M +102,000 +3%
CIP
14
Cornerstone Investment Partners
Georgia
$214M +$87.1M +1,162,102 +72%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$208M +$126M +1,687,319 +168%
Capital International Investors
16
Capital International Investors
California
$195M
Boston Partners
17
Boston Partners
Massachusetts
$182M +$55.3M +737,833 +46%
Deutsche Bank
18
Deutsche Bank
Germany
$174M +$25.5M +339,909 +18%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$171M +$3.55M +47,350 +2%
Morgan Stanley
20
Morgan Stanley
New York
$170M -$13.6M -181,104 -8%
BG
21
BlackRock Group
United Kingdom
$164M +$5.59M +74,639 +4%
CGT
22
Capital Guardian Trust
California
$154M -$5.34M -71,342 -3%
Bank of America
23
Bank of America
North Carolina
$153M -$25.4M -339,249 -15%
Lazard Asset Management
24
Lazard Asset Management
New York
$152M -$6.11M -81,589 -4%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$144M -$2.58M -34,471 -2%

NSC Hedge Fund Activity: Q3 2013 in Review

863 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q3 2013, worth a combined $15.3B — up 5.3% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NSC positions and 53 closed out — a net gain of 14 holders — while 323 added to existing stakes and 308 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $126M. The largest seller was Invesco, cutting an estimated $102M.

  • 863 institutional investors held Norfolk Southern (NSC) as of Q3 2013, up from 855 in Q2 2013.
  • Funds reported $15.3B of Norfolk Southern stock for Q3 2013, up 5.3% quarter-over-quarter.
  • 67 funds opened new Norfolk Southern positions in Q3 2013 and 53 closed out, a net change of +14 holders.
  • The largest Norfolk Southern buyer in Q3 2013 was Wellington Management Group, an estimated $126M added.
  • The largest Norfolk Southern seller in Q3 2013 was Invesco, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2013.