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Nomad Foods

201 hedge funds and large institutions have $2.64B invested in Nomad Foods in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

9% more funds holding

Funds holding: 185201 (+16)

7% more capital invested

Capital invested by funds: $2.48B → $2.64B (+$165M)

0.95% more ownership

Funds ownership: 74.14%75.09% (+0.95%)

8% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 72

84% less call options, than puts

Call options by funds: $682K | Put options by funds: $4.19M

Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
4.6%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
40
Increased
66
Reduced
72
Closed
24
Calls
$682K
Puts
$4.19M
Net Calls
-$3.51M
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$292M -$1.07M -54,324 -0.4%
Boston Partners
2
Boston Partners
Massachusetts
$230M -$32.8M -1,660,649 -13%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$202M -$2.96M -149,749 -1%
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$120M -$9.82M -496,650 -8%
AllianceBernstein
5
AllianceBernstein
Tennessee
$117M +$12.2M +618,570 +12%
Brown Advisory
6
Brown Advisory
Maryland
$93.2M -$96.7K -4,889 -0.1%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$89.5M -$341K -17,256 -0.4%
Victory Capital Management
8
Victory Capital Management
Texas
$84.9M -$16.1M -816,285 -16%
Wells Fargo
9
Wells Fargo
California
$74.1M +$1.97M +99,818 +3%
TIM
10
Thornburg Investment Management
New Mexico
$60.9M -$6.41M -324,258 -10%
PI
11
Putnam Investments
Massachusetts
$57.5M +$17.5M +884,258 +45%
OAM
12
Oberweis Asset Management
Illinois
$55.8M +$54.5M +2,754,908 New
GC
13
GMT Capital
Georgia
$53.8M -$7.35M -371,420 -12%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$53.1M +$26.5M +1,337,718 +104%
WHG
15
Westwood Holdings Group
Texas
$47.6M -$6.23M -315,108 -12%
Citadel Advisors
16
Citadel Advisors
Florida
$33.6M -$5.88M -297,142 -15%
Norges Bank
17
Norges Bank
Norway
$33.4M +$1.06M +53,480 +3%
Millennium Management
18
Millennium Management
New York
$32.8M -$780K -39,463 -2%
PL
19
Perpetual Ltd
Australia
$31.8M -$8.08M -408,362 -21%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$31.7M +$14.9M +752,414 +93%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.2M +$4.37M +220,795 +20%
SFM
22
Systematic Financial Management
New Jersey
$26M +$998K +50,480 +4%
AAMU
23
Amundi Asset Management US
Massachusetts
$25.9M +$1.73M +87,476 +7%
WRF
24
Waddell & Reed Financial
Kansas
$23.6M +$7.85M +397,083 +52%
Invesco
25
Invesco
Georgia
$23.5M +$14.7M +744,084 +179%

NOMD Hedge Fund Activity: Q3 2018 in Review

201 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nomad Foods (NOMD) for Q3 2018, worth a combined $2.64B — up 6.7% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NOMD positions and 24 closed out — a net gain of 16 holders — while 66 added to existing stakes and 72 trimmed.

The largest buyer was Oberweis Asset Management, opening a new position worth an estimated $54.5M. The largest seller was Samlyn Capital, exiting entirely with an estimated $55.1M sold.

  • 201 institutional investors held Nomad Foods (NOMD) as of Q3 2018, up from 185 in Q2 2018.
  • Funds reported $2.64B of Nomad Foods stock for Q3 2018, up 6.7% quarter-over-quarter.
  • 40 funds opened new Nomad Foods positions in Q3 2018 and 24 closed out, a net change of +16 holders.
  • The largest Nomad Foods buyer in Q3 2018 was Oberweis Asset Management, an estimated $54.5M added.
  • The largest Nomad Foods seller in Q3 2018 was Samlyn Capital, an estimated $55.1M sold.

Based on aggregated 13F filings for Q3 2018.