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Norfolk Southern

1,357 hedge funds and large institutions have $36.9B invested in Norfolk Southern in 2019 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 384 increasing their positions, 516 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 86

8% more capital invested

Capital invested by funds: $34B → $36.9B (+$2.88B)

5% more funds holding

Funds holding: 1,2921,357 (+65)

7% more call options, than puts

Call options by funds: $282M | Put options by funds: $265M

0.99% more ownership

Funds ownership: 71.95%72.94% (+0.99%)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

26% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 516

Holders
1,357
Holders Change
+65
Holders Change %
+5.03%
% of All Funds
26.74%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
168
Increased
384
Reduced
516
Closed
86
Calls
$282M
Puts
$265M
Net Calls
+$17.5M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.83B -$12.1M -64,524 -0.3%
BlackRock
2
BlackRock
New York
$3.17B -$201M -1,073,558 -6%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.71B +$126M +672,275 +5%
State Street
4
State Street
Massachusetts
$2.28B +$130M +692,117 +6%
Lazard Asset Management
5
Lazard Asset Management
New York
$1.69B +$155M +823,858 +10%
Capital International Investors
6
Capital International Investors
California
$1.24B +$44.4M +236,699 +4%
Capital World Investors
7
Capital World Investors
California
$996M +$375K +2,000 +0%
Wells Fargo
8
Wells Fargo
California
$945M -$2.65M -14,113 -0.3%
Northern Trust
9
Northern Trust
Illinois
$861M -$6.09M -32,476 -0.7%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$795M +$656M +3,497,512 +585%
Bank of America
11
Bank of America
North Carolina
$780M +$7.38M +39,362 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$696M +$17.6K +94 +0%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$600M -$2.05M -10,936 -0.4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$577M -$206M -1,100,016 -27%
SCP
15
Soroban Capital Partners
New York
$513M
Norges Bank
16
Norges Bank
Norway
$504M
Wellington Management Group
17
Wellington Management Group
Massachusetts
$406M -$157M -837,314 -29%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$399M -$1M -5,349 -0.3%
Legal & General Group
19
Legal & General Group
United Kingdom
$391M +$9.37M +49,937 +3%
AllianceBernstein
20
AllianceBernstein
Tennessee
$378M -$50.1M -267,015 -12%
Goldman Sachs
21
Goldman Sachs
New York
$354M +$51.7M +275,497 +18%
LCOV
22
London Company of Virginia
Virginia
$352M -$5.59M -29,786 -2%
Ameriprise
23
Ameriprise
Minnesota
$317M -$101K -537 -0%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$245M -$602K -3,209 -0.3%
Charles Schwab
25
Charles Schwab
California
$232M -$1.26M -6,703 -0.6%

NSC Hedge Fund Activity: Q4 2019 in Review

1,357 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q4 2019, worth a combined $36.9B — up 8.5% from $34B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new NSC positions and 86 closed out — a net gain of 82 holders — while 384 added to existing stakes and 516 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $656M. The largest seller was Fidelity Investments, cutting an estimated $206M.

  • 1,357 institutional investors held Norfolk Southern (NSC) as of Q4 2019, up from 1,292 in Q3 2019.
  • Funds reported $36.9B of Norfolk Southern stock for Q4 2019, up 8.5% quarter-over-quarter.
  • 168 funds opened new Norfolk Southern positions in Q4 2019 and 86 closed out, a net change of +82 holders.
  • The largest Norfolk Southern buyer in Q4 2019 was T. Rowe Price Associates, an estimated $656M added.
  • The largest Norfolk Southern seller in Q4 2019 was Fidelity Investments, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2019.