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Norfolk Southern

1,050 hedge funds and large institutions have $25.1B invested in Norfolk Southern in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 329 increasing their positions, 415 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

718% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $240M

50% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 56

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

9% more capital invested

Capital invested by funds: $23.1B → $25.1B (+$1.99B)

4.79% more ownership

Funds ownership: 66.39%71.18% (+4.8%)

2% more funds holding

Funds holding: 1,0331,050 (+17)

21% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 415

Holders
1,050
Holders Change
+17
Holders Change %
+1.65%
% of All Funds
26.18%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.42%
New
84
Increased
329
Reduced
415
Closed
56
Calls
$1.96B
Puts
$240M
Net Calls
+$1.72B
Net Calls Change
+$1.71B
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.46B +$82.3M +700,567 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.45B +$74.2M +631,018 +3%
State Street
3
State Street
Massachusetts
$1.52B -$50.7M -431,408 -3%
Bank of America
4
Bank of America
North Carolina
$920M +$18.8M +160,248 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$806M +$89.6M +762,416 +13%
JP Morgan Chase
6
JP Morgan Chase
New York
$780M +$259M +2,200,889 +52%
Lazard Asset Management
7
Lazard Asset Management
New York
$772M +$109M +925,549 +17%
Capital International Investors
8
Capital International Investors
California
$700M
AllianceBernstein
9
AllianceBernstein
Tennessee
$678M +$22.7M +192,984 +4%
Northern Trust
10
Northern Trust
Illinois
$627M +$46.2M +393,207 +8%
Capital World Investors
11
Capital World Investors
California
$615M +$18.2M +154,985 +3%
Wells Fargo
12
Wells Fargo
California
$614M -$29.2M -248,337 -5%
LCOV
13
London Company of Virginia
Virginia
$469M +$5.51M +46,876 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$428M +$1.85M +15,712 +0.4%
PI
15
Putnam Investments
Massachusetts
$415M -$9.66M -82,216 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$332M +$3.82M +32,540 +1%
Norges Bank
17
Norges Bank
Norway
$329M -$22.3M -190,146 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$325M -$7.41M -63,031 -2%
Capital Research Global Investors
19
Capital Research Global Investors
California
$289M -$302M -2,570,968 -52%
Deutsche Bank
20
Deutsche Bank
Germany
$238M -$57.4M -488,794 -20%
Goldman Sachs
21
Goldman Sachs
New York
$207M -$48.5M -412,600 -20%
Ameriprise
22
Ameriprise
Minnesota
$204M -$22.2M -188,888 -10%
Legal & General Group
23
Legal & General Group
United Kingdom
$197M +$9.27M +78,894 +5%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$194M -$18.4M -156,555 -9%
AIM
25
abrdn Investment Management
United Kingdom
$194M +$13.4M +113,689 +8%

NSC Hedge Fund Activity: Q2 2017 in Review

1,050 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q2 2017, worth a combined $25.1B — up 8.6% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new NSC positions and 56 closed out — a net gain of 28 holders — while 329 added to existing stakes and 415 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $259M. The largest seller was Capital Research Global Investors, cutting an estimated $302M.

  • 1,050 institutional investors held Norfolk Southern (NSC) as of Q2 2017, up from 1,033 in Q1 2017.
  • Funds reported $25.1B of Norfolk Southern stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 84 funds opened new Norfolk Southern positions in Q2 2017 and 56 closed out, a net change of +28 holders.
  • The largest Norfolk Southern buyer in Q2 2017 was JP Morgan Chase, an estimated $259M added.
  • The largest Norfolk Southern seller in Q2 2017 was Capital Research Global Investors, an estimated $302M sold.

Based on aggregated 13F filings for Q2 2017.