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Nomad Foods

98 hedge funds and large institutions have $1.58B invested in Nomad Foods in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

48% more capital invested

Capital invested by funds: $1.07B → $1.58B (+$511M)

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

27% more funds holding

Funds holding: 7798 (+21)

0.03% less ownership

Funds ownership: 75.29%75.26% (-0.03%)

Holders
98
Holders Change
+21
Holders Change %
+27.27%
% of All Funds
2.61%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.35%
New
27
Increased
33
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
1
Pershing Square Capital Management
New York
$394M
CM
2
Corvex Management
New York
$182M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$155M -$65.4M -6,510,464 -33%
TP
4
Third Point
New York
$150M
Citadel Advisors
5
Citadel Advisors
Florida
$51.7M -$12.7M -1,267,755 -22%
Boston Partners
6
Boston Partners
Massachusetts
$44.2M +$27.3M +2,719,864 +266%
RC
7
Rivulet Capital
New Jersey
$36.8M +$7.64M +760,023 +32%
SC
8
Samlyn Capital
New York
$34.6M +$379K +37,710 +1%
JHIU
9
Janus Henderson Investors US
Colorado
$28.6M -$24.7K -2,461 -0.1%
SAM
10
Sheffield Asset Management
Illinois
$27.9M +$1.52M +151,149 +7%
BA
11
BlackRock Advisors
Delaware
$26.1M -$7.8M -775,960 -26%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$25.5M -$1.36M -135,594 -6%
PI
13
Putnam Investments
Massachusetts
$25M +$2.41M +239,634 +13%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$24.8M +$460K +45,800 +2%
Wells Fargo
15
Wells Fargo
California
$24.2M +$3.8M +378,257 +23%
EA
16
Emerald Acquisition
Washington
$22.6M -$8.04M -799,743 -29%
Goldman Sachs
17
Goldman Sachs
New York
$21.1M -$7.19M -714,970 -29%
IGM
18
Incline Global Management
New York
$18.5M -$8.31M -826,770 -35%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$17.7M +$15.1M +1,499,822 New
ICM
20
Ionic Capital Management
New York
$15.7M -$439K -43,720 -3%
KCM
21
Kingdon Capital Management
New York
$15.1M
PIM
22
Perkins Investment Management
Illinois
$14.9M +$12.7M +1,261,931 New
OMC
23
Overbrook Management Corp
New York
$14.5M +$12.3M +1,226,919 New
DP
24
DSAM Partners
United Kingdom
$14.1M +$2.08M +207,385 +21%
PCM
25
Portolan Capital Management
Massachusetts
$11.9M +$5.52M +549,603 +120%

NOMD Hedge Fund Activity: Q3 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nomad Foods (NOMD) for Q3 2016, worth a combined $1.58B — up 48% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NOMD positions and 6 closed out — a net gain of 21 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Boston Partners, adding an estimated $27.3M. The largest seller was Wellington Management Group, cutting an estimated $65.4M.

  • 98 institutional investors held Nomad Foods (NOMD) as of Q3 2016, up from 77 in Q2 2016.
  • Funds reported $1.58B of Nomad Foods stock for Q3 2016, up 48% quarter-over-quarter.
  • 27 funds opened new Nomad Foods positions in Q3 2016 and 6 closed out, a net change of +21 holders.
  • The largest Nomad Foods buyer in Q3 2016 was Boston Partners, an estimated $27.3M added.
  • The largest Nomad Foods seller in Q3 2016 was Wellington Management Group, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2016.