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Norfolk Southern

1,497 hedge funds and large institutions have $35.3B invested in Norfolk Southern in 2023 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 395 increasing their positions, 649 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 73.3%73.31% (+0.01%)

6% less call options, than puts

Call options by funds: $275M | Put options by funds: $293M

6% less funds holding

Funds holding: 1,5891,497 (-92)

15% less capital invested

Capital invested by funds: $41.6B → $35.3B (-$6.26B)

29% less funds holding in top 10

Funds holding in top 10: 2115 (-6)

31% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 186

39% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 649

Holders
1,497
Holders Change
-92
Holders Change %
-5.79%
% of All Funds
23.86%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.24%
New
129
Increased
395
Reduced
649
Closed
186
Calls
$275M
Puts
$293M
Net Calls
-$18.1M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.92B -$12.3M -53,260 -0.3%
BlackRock
2
BlackRock
New York
$3.26B -$78.6M -339,642 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.27B -$192M -830,291 -7%
State Street
4
State Street
Massachusetts
$1.96B -$217M -936,276 -9%
Lazard Asset Management
5
Lazard Asset Management
New York
$1.8B +$315M +1,362,116 +19%
Capital International Investors
6
Capital International Investors
California
$1.21B -$474M -2,048,261 -26%
Capital World Investors
7
Capital World Investors
California
$1.19B -$125M -540,704 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$870M +$3.13M +13,513 +0.3%
Wells Fargo
9
Wells Fargo
California
$861M -$10.2M -44,121 -1%
Northern Trust
10
Northern Trust
Illinois
$679M -$34.2M -147,641 -4%
Bank of America
11
Bank of America
North Carolina
$576M -$73.3M -316,925 -10%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$542M -$39.4M -170,151 -6%
Morgan Stanley
13
Morgan Stanley
New York
$509M -$33.4M -144,565 -6%
Norges Bank
14
Norges Bank
Norway
$483M +$22.8M +98,686 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$474M -$12.3M -52,998 -2%
Fidelity International
16
Fidelity International
Bermuda
$449M +$144M +620,363 +41%
Legal & General Group
17
Legal & General Group
United Kingdom
$436M +$4.59M +19,828 +1%
Franklin Resources
18
Franklin Resources
California
$430M -$2.93M -12,674 -0.6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$426M -$184M -797,282 -28%
Citadel Advisors
20
Citadel Advisors
Florida
$352M +$191M +824,161 +99%
American Century Companies
21
American Century Companies
Missouri
$331M +$22.1M +95,493 +7%
LCOV
22
London Company of Virginia
Virginia
$302M -$6.99M -30,214 -2%
Charles Schwab
23
Charles Schwab
California
$261M -$375K -1,621 -0.1%
First Trust Advisors
24
First Trust Advisors
Illinois
$238M +$179M +775,059 +222%
Goldman Sachs
25
Goldman Sachs
New York
$223M -$105M -453,724 -30%

NSC Hedge Fund Activity: Q1 2023 in Review

1,497 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Norfolk Southern (NSC) for Q1 2023, worth a combined $35.3B — down 15% from $41.6B a quarter earlier.

Sellers outnumbered buyers: 186 funds closed out of NSC and 129 opened new positions — a net loss of 57 holders — while 649 trimmed existing stakes and 395 added.

The largest buyer was Lazard Asset Management, adding an estimated $315M. The largest seller was Capital International Investors, cutting an estimated $474M.

  • 1,497 institutional investors held Norfolk Southern (NSC) as of Q1 2023, down from 1,589 in Q4 2022.
  • Funds reported $35.3B of Norfolk Southern stock for Q1 2023, down 15% quarter-over-quarter.
  • 129 funds opened new Norfolk Southern positions in Q1 2023 and 186 closed out, a net change of -57 holders.
  • The largest Norfolk Southern buyer in Q1 2023 was Lazard Asset Management, an estimated $315M added.
  • The largest Norfolk Southern seller in Q1 2023 was Capital International Investors, an estimated $474M sold.

Based on aggregated 13F filings for Q1 2023.