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Nomad Foods

211 hedge funds and large institutions have $3.57B invested in Nomad Foods in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

13% more capital invested

Capital invested by funds: $3.16B → $3.57B (+$410M)

11% more call options, than puts

Call options by funds: $9.64M | Put options by funds: $8.72M

2.95% more ownership

Funds ownership: 79.41%82.36% (+2.9%)

2% more funds holding

Funds holding: 206211 (+5)

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
36
Increased
79
Reduced
72
Closed
28
Calls
$9.64M
Puts
$8.72M
Net Calls
+$924K
Net Calls Change
+$8.26M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$332M -$40.2M -1,974,937 -12%
Boston Partners
2
Boston Partners
Massachusetts
$295M +$39.5M +1,940,868 +17%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$225M -$4.11M -201,581 -2%
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$183M -$3.43M -168,344 -2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$157M +$7.34M +360,147 +5%
Wells Fargo
6
Wells Fargo
California
$113M +$16M +783,009 +18%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$108M +$88.4M +4,340,555 +888%
Brown Advisory
8
Brown Advisory
Maryland
$104M -$2.94M -144,340 -3%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$96M +$3.6M +176,823 +4%
WRF
10
Waddell & Reed Financial
Kansas
$86.6M +$5.48M +268,836 +7%
Victory Capital Management
11
Victory Capital Management
Texas
$77M -$25.4M -1,247,189 -27%
TIM
12
Thornburg Investment Management
New Mexico
$75.7M +$14.9M +729,003 +27%
SC
13
Samlyn Capital
New York
$72.8M -$12.3M -601,940 -16%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$71.6M -$10.7M -525,311 -14%
Franklin Resources
15
Franklin Resources
California
$70.8M +$1.41M +69,152 +2%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$60.8M +$12.6M +616,831 +29%
Citadel Advisors
17
Citadel Advisors
Florida
$60.6M +$1.12M +54,741 +2%
PI
18
Putnam Investments
Massachusetts
$59.4M +$1.84M +90,287 +4%
Goldman Sachs
19
Goldman Sachs
New York
$53.6M +$5.09M +249,873 +12%
Invesco
20
Invesco
Georgia
$53M -$13.1M -644,414 -21%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$52.5M -$2.99M -146,902 -6%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$48.5M +$6.16M +302,518 +16%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$48M +$43.7M +2,147,247 New
Norges Bank
24
Norges Bank
Norway
$46.4M
Millennium Management
25
Millennium Management
New York
$45.2M +$27M +1,325,616 +190%

NOMD Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nomad Foods (NOMD) for Q4 2019, worth a combined $3.57B — up 13% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NOMD positions and 28 closed out — a net gain of 8 holders — while 79 added to existing stakes and 72 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $88.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $40.2M.

  • 211 institutional investors held Nomad Foods (NOMD) as of Q4 2019, up from 206 in Q3 2019.
  • Funds reported $3.57B of Nomad Foods stock for Q4 2019, up 13% quarter-over-quarter.
  • 36 funds opened new Nomad Foods positions in Q4 2019 and 28 closed out, a net change of +8 holders.
  • The largest Nomad Foods buyer in Q4 2019 was Wellington Management Group, an estimated $88.4M added.
  • The largest Nomad Foods seller in Q4 2019 was T. Rowe Price Associates, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2019.