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Norfolk Southern

1,051 hedge funds and large institutions have $23B invested in Norfolk Southern in 2014 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 345 increasing their positions, 390 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 60

4% more funds holding

Funds holding: 1,0141,051 (+37)

2.16% more ownership

Funds ownership: 65.55%67.72% (+2.2%)

2% more capital invested

Capital invested by funds: $22.6B → $23B (+$343M)

12% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 390

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

26% less call options, than puts

Call options by funds: $277M | Put options by funds: $372M

Holders
1,051
Holders Change
+37
Holders Change %
+3.65%
% of All Funds
28.03%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.72%
New
113
Increased
345
Reduced
390
Closed
60
Calls
$277M
Puts
$372M
Net Calls
-$95.6M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.07B +$87.3M +796,689 +4%
State Street
2
State Street
Massachusetts
$1.5B +$48M +438,289 +3%
BIT
3
BlackRock Institutional Trust
California
$914M +$1.81M +16,546 +0.2%
Wells Fargo
4
Wells Fargo
California
$874M +$26.8M +244,701 +3%
Bank of America
5
Bank of America
North Carolina
$674M +$17.7M +161,586 +3%
Northern Trust
6
Northern Trust
Illinois
$590M -$60.4K -551 -0%
BFA
7
BlackRock Fund Advisors
California
$524M +$79.2M +722,922 +18%
Capital World Investors
8
Capital World Investors
California
$493M +$41.2M +376,045 +9%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$463M -$428K -3,905 -0.1%
Deutsche Bank
10
Deutsche Bank
Germany
$451M +$221M +2,018,797 +96%
Allianz Asset Management
11
Allianz Asset Management
Germany
$430M +$19.2M +175,370 +5%
Capital International Investors
12
Capital International Investors
California
$413M +$69.2M +631,600 +20%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$381M +$2.66M +24,280 +0.7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$378M -$214M -1,950,491 -36%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$370M +$7.67M +70,001 +2%
Lazard Asset Management
16
Lazard Asset Management
New York
$342M +$22M +200,435 +7%
CIA
17
ClearBridge Investments (Australia)
Australia
$310M +$310M +2,831,995 New
JP Morgan Chase
18
JP Morgan Chase
New York
$300M -$64.9M -591,661 -18%
BG
19
BlackRock Group
United Kingdom
$271M +$20.6M +188,224 +8%
CIP
20
Cornerstone Investment Partners
Georgia
$268M -$6.63M -60,519 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$261M +$9.16M +83,605 +4%
Capital Research Global Investors
22
Capital Research Global Investors
California
$254M +$8.66M +79,000 +4%
Morgan Stanley
23
Morgan Stanley
New York
$249M +$15.7M +142,825 +7%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$240M -$136K -1,241 -0.1%
Norges Bank
25
Norges Bank
Norway
$237M -$31.9K -291 -0%

NSC Hedge Fund Activity: Q4 2014 in Review

1,051 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q4 2014, worth a combined $23B — up 1.5% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new NSC positions and 60 closed out — a net gain of 53 holders — while 345 added to existing stakes and 390 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $221M. The largest seller was Boston Partners, exiting entirely with an estimated $285M sold.

  • 1,051 institutional investors held Norfolk Southern (NSC) as of Q4 2014, up from 1,014 in Q3 2014.
  • Funds reported $23B of Norfolk Southern stock for Q4 2014, up 1.5% quarter-over-quarter.
  • 113 funds opened new Norfolk Southern positions in Q4 2014 and 60 closed out, a net change of +53 holders.
  • The largest Norfolk Southern buyer in Q4 2014 was Deutsche Bank, an estimated $221M added.
  • The largest Norfolk Southern seller in Q4 2014 was Boston Partners, an estimated $285M sold.

Based on aggregated 13F filings for Q4 2014.