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Norfolk Southern

1,149 hedge funds and large institutions have $29.9B invested in Norfolk Southern in 2017 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 325 increasing their positions, 450 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

601% more call options, than puts

Call options by funds: $2.54B | Put options by funds: $362M

200% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 46

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

8% more funds holding

Funds holding: 1,0651,149 (+84)

8% more capital invested

Capital invested by funds: $27.7B → $29.9B (+$2.15B)

0.82% less ownership

Funds ownership: 72.89%72.07% (-0.82%)

28% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 450

Holders
1,149
Holders Change
+84
Holders Change %
+7.89%
% of All Funds
26.06%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.52%
New
138
Increased
325
Reduced
450
Closed
46
Calls
$2.54B
Puts
$362M
Net Calls
+$2.18B
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.03B +$78.4M +584,131 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.02B +$64M +476,852 +2%
State Street
3
State Street
Massachusetts
$1.81B +$46.8M +348,212 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.31B +$206M +1,534,427 +20%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.24B +$9.56M +71,213 +0.8%
Capital World Investors
6
Capital World Investors
California
$1.2B +$6.31M +47,000 +0.6%
Bank of America
7
Bank of America
North Carolina
$1.01B -$792M -5,900,695 -46%
Wells Fargo
8
Wells Fargo
California
$761M +$30.5M +226,899 +5%
Northern Trust
9
Northern Trust
Illinois
$731M -$20.3M -151,048 -3%
Lazard Asset Management
10
Lazard Asset Management
New York
$718M -$152M -1,130,281 -19%
AllianceBernstein
11
AllianceBernstein
Tennessee
$686M +$27.6M +205,394 +5%
Capital International Investors
12
Capital International Investors
California
$681M
LCOV
13
London Company of Virginia
Virginia
$509M -$29.7M -221,027 -6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$491M -$17.4M -129,458 -4%
PI
15
Putnam Investments
Massachusetts
$433M +$23.9M +178,004 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$408M +$7.83M +58,309 +2%
Norges Bank
17
Norges Bank
Norway
$384M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$358M -$26.2M -195,268 -7%
Citadel Advisors
19
Citadel Advisors
Florida
$298M +$138M +1,025,827 +100%
Goldman Sachs
20
Goldman Sachs
New York
$273M -$11.9M -88,878 -4%
Deutsche Bank
21
Deutsche Bank
Germany
$250M +$10.7M +79,610 +5%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$237M +$2.63M +19,557 +1%
Legal & General Group
23
Legal & General Group
United Kingdom
$236M -$4.66M -34,668 -2%
Prudential Financial
24
Prudential Financial
New Jersey
$231M +$60.6M +451,260 +39%
AQR Capital Management
25
AQR Capital Management
Connecticut
$205M +$68.8M +512,350 +57%

NSC Hedge Fund Activity: Q4 2017 in Review

1,149 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q4 2017, worth a combined $29.9B — up 7.7% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new NSC positions and 46 closed out — a net gain of 92 holders — while 325 added to existing stakes and 450 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $206M. The largest seller was Bank of America, cutting an estimated $792M.

  • 1,149 institutional investors held Norfolk Southern (NSC) as of Q4 2017, up from 1,065 in Q3 2017.
  • Funds reported $29.9B of Norfolk Southern stock for Q4 2017, up 7.7% quarter-over-quarter.
  • 138 funds opened new Norfolk Southern positions in Q4 2017 and 46 closed out, a net change of +92 holders.
  • The largest Norfolk Southern buyer in Q4 2017 was JP Morgan Chase, an estimated $206M added.
  • The largest Norfolk Southern seller in Q4 2017 was Bank of America, an estimated $792M sold.

Based on aggregated 13F filings for Q4 2017.