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Norfolk Southern

1,292 hedge funds and large institutions have $34B invested in Norfolk Southern in 2019 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 417 increasing their positions, 510 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $302M | Put options by funds: $263M

0.86% less ownership

Funds ownership: 72.81%71.95% (-0.86%)

3% less funds holding

Funds holding: 1,3361,292 (-44)

12% less capital invested

Capital invested by funds: $38.5B → $34B (-$4.43B)

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

18% less repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 510

28% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 116

Holders
1,292
Holders Change
-44
Holders Change %
-3.29%
% of All Funds
28.33%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.7%
New
83
Increased
417
Reduced
510
Closed
116
Calls
$302M
Puts
$263M
Net Calls
+$39.1M
Net Calls Change
-$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.56B -$7.23M -39,283 -0.2%
BlackRock
2
BlackRock
New York
$3.13B -$41M -222,911 -1%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.39B +$143M +775,314 +6%
State Street
4
State Street
Massachusetts
$1.98B -$29.4M -159,546 -1%
Lazard Asset Management
5
Lazard Asset Management
New York
$1.42B +$217M +1,180,246 +18%
Capital International Investors
6
Capital International Investors
California
$1.1B +$2.34M +12,695 +0.2%
Capital World Investors
7
Capital World Investors
California
$921M +$563M +3,062,397 +148%
Wells Fargo
8
Wells Fargo
California
$877M +$17.3M +93,943 +2%
Northern Trust
9
Northern Trust
Illinois
$803M -$14.3M -77,716 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$732M -$1.09B -5,947,112 -59%
Bank of America
11
Bank of America
North Carolina
$715M -$63.2M -343,701 -8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$644M +$4.34M +23,598 +0.7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$557M -$5.72M -31,114 -1%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$526M +$13.9M +75,395 +3%
SCP
15
Soroban Capital Partners
New York
$475M +$258M +1,402,276 +113%
Norges Bank
16
Norges Bank
Norway
$467M
AllianceBernstein
17
AllianceBernstein
Tennessee
$397M +$48.3M +262,626 +13%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$371M -$6.97M -37,881 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$353M +$1.6M +8,712 +0.4%
LCOV
20
London Company of Virginia
Virginia
$331M -$3.05M -16,579 -0.9%
Ameriprise
21
Ameriprise
Minnesota
$294M +$13.4M +72,822 +5%
Goldman Sachs
22
Goldman Sachs
New York
$278M -$204M -1,106,805 -42%
Deutsche Bank
23
Deutsche Bank
Germany
$266M -$77.5M -421,164 -22%
N
24
Nuveen
North Carolina
$242M -$26.6M -144,668 -10%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$227M +$193M +1,048,740 +488%

NSC Hedge Fund Activity: Q3 2019 in Review

1,292 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q3 2019, worth a combined $34B — down 12% from $38.5B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of NSC and 83 opened new positions — a net loss of 33 holders — while 510 trimmed existing stakes and 417 added.

The largest buyer was Capital World Investors, adding an estimated $563M. The largest seller was Fidelity Investments, cutting an estimated $1.09B.

  • 1,292 institutional investors held Norfolk Southern (NSC) as of Q3 2019, down from 1,336 in Q2 2019.
  • Funds reported $34B of Norfolk Southern stock for Q3 2019, down 12% quarter-over-quarter.
  • 83 funds opened new Norfolk Southern positions in Q3 2019 and 116 closed out, a net change of -33 holders.
  • The largest Norfolk Southern buyer in Q3 2019 was Capital World Investors, an estimated $563M added.
  • The largest Norfolk Southern seller in Q3 2019 was Fidelity Investments, an estimated $1.09B sold.

Based on aggregated 13F filings for Q3 2019.