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Nomad Foods

200 hedge funds and large institutions have $2.23B invested in Nomad Foods in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

1.96% more ownership

Funds ownership: 75.09%77.05% (+2%)

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

0% less funds holding

Funds holding: 201200 (-1)

3% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 73

16% less capital invested

Capital invested by funds: $2.64B → $2.23B (-$416M)

98% less call options, than puts

Call options by funds: $271K | Put options by funds: $14.2M

Holders
200
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
4.46%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
35
Increased
71
Reduced
73
Closed
34
Calls
$271K
Puts
$14.2M
Net Calls
-$14M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$227M -$16M -843,679 -6%
Boston Partners
2
Boston Partners
Massachusetts
$198M +$8.83M +464,523 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$169M +$2.81M +147,655 +1%
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$103M +$4.43M +233,156 +4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$94.5M -$2.32M -121,923 -2%
Brown Advisory
6
Brown Advisory
Maryland
$77.8M +$1.04M +54,670 +1%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$74M +$169K +8,878 +0.2%
Victory Capital Management
8
Victory Capital Management
Texas
$62.3M -$8.84M -464,983 -11%
SC
9
Samlyn Capital
New York
$60.2M +$68.4M +3,598,467 New
Wells Fargo
10
Wells Fargo
California
$60M -$1.35M -70,726 -2%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$52.4M +$9.78M +514,220 +20%
TIM
12
Thornburg Investment Management
New Mexico
$48.3M -$2.24M -117,650 -4%
PI
13
Putnam Investments
Massachusetts
$44M -$3.91M -205,466 -7%
OAM
14
Oberweis Asset Management
Illinois
$44M -$2.35M -123,510 -4%
Goldman Sachs
15
Goldman Sachs
New York
$39M +$30.7M +1,612,652 +223%
Franklin Resources
16
Franklin Resources
California
$35.7M +$19.9M +1,044,470 +96%
GC
17
GMT Capital
Georgia
$35.3M -$10.3M -543,584 -20%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$35.1M +$10.1M +532,811 +34%
PL
19
Perpetual Ltd
Australia
$34.4M +$9.67M +508,573 +32%
WHG
20
Westwood Holdings Group
Texas
$31.4M -$9.01M -473,835 -20%
Norges Bank
21
Norges Bank
Norway
$27.6M
Invesco
22
Invesco
Georgia
$23.6M +$4.74M +249,103 +21%
WRF
23
Waddell & Reed Financial
Kansas
$22.8M +$3.75M +196,962 +17%
State of Tennessee, Department of Treasury
24
State of Tennessee, Department of Treasury
Tennessee
$20.8M +$10.4M +546,990 +79%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.2M -$2.5M -131,700 -10%

NOMD Hedge Fund Activity: Q4 2018 in Review

200 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nomad Foods (NOMD) for Q4 2018, worth a combined $2.23B — down 16% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NOMD positions and 34 closed out — a net gain of 1 holder — while 71 added to existing stakes and 73 trimmed.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $68.4M. The largest seller was Millennium Management, cutting an estimated $23.3M.

  • 200 institutional investors held Nomad Foods (NOMD) as of Q4 2018, down from 201 in Q3 2018.
  • Funds reported $2.23B of Nomad Foods stock for Q4 2018, down 16% quarter-over-quarter.
  • 35 funds opened new Nomad Foods positions in Q4 2018 and 34 closed out, a net change of +1 holder.
  • The largest Nomad Foods buyer in Q4 2018 was Samlyn Capital, an estimated $68.4M added.
  • The largest Nomad Foods seller in Q4 2018 was Millennium Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2018.