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Nomad Foods

210 hedge funds and large institutions have $2.85B invested in Nomad Foods in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 69 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,448% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $29K

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

13% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 69

3% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 38

0% less funds holding

Funds holding: 211210 (-1)

5.77% less ownership

Funds ownership: 82.36%76.59% (-5.8%)

20% less capital invested

Capital invested by funds: $3.57B → $2.85B (-$726M)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
4.63%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.35%
New
39
Increased
78
Reduced
69
Closed
38
Calls
$1.9M
Puts
$29K
Net Calls
+$1.87M
Net Calls Change
+$946K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$226M +$40.7M +2,091,104 +21%
Boston Partners
2
Boston Partners
Massachusetts
$188M -$58.9M -3,027,652 -23%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$156M -$125M -6,426,558 -43%
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$148M -$4.04M -207,631 -3%
Wells Fargo
5
Wells Fargo
California
$128M +$36.1M +1,856,180 +37%
AllianceBernstein
6
AllianceBernstein
Tennessee
$123M -$7.8M -400,694 -6%
SC
7
Samlyn Capital
New York
$108M +$50M +2,567,711 +79%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$93.5M +$4.02M +206,765 +4%
Brown Advisory
9
Brown Advisory
Maryland
$84.6M -$1.75M -90,026 -2%
WRF
10
Waddell & Reed Financial
Kansas
$77.8M +$6.26M +321,590 +8%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$69.9M -$10.2M -526,613 -12%
Victory Capital Management
12
Victory Capital Management
Texas
$64.6M +$715K +36,770 +1%
TIM
13
Thornburg Investment Management
New Mexico
$62.5M -$356K -18,301 -0.5%
Franklin Resources
14
Franklin Resources
California
$58.7M +$34.8K +1,787 +0.1%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$57.2M +$7.09M +364,637 +13%
PI
16
Putnam Investments
Massachusetts
$56.5M +$7.55M +388,315 +15%
Goldman Sachs
17
Goldman Sachs
New York
$54.1M +$10.1M +516,700 +22%
Citadel Advisors
18
Citadel Advisors
Florida
$53.6M +$3.48M +178,692 +7%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$52.5M -$7.26M -373,088 -12%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$46.2M +$6.26M +321,649 +15%
Invesco
21
Invesco
Georgia
$44.4M +$471K +24,223 +1%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$43.7M +$118K +6,057 +0.3%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$39.9M +$5.53M +284,249 +15%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$38.6M -$1.32M -68,055 -3%
Norges Bank
25
Norges Bank
Norway
$37.4M -$1.18M -60,436 -3%

NOMD Hedge Fund Activity: Q1 2020 in Review

210 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nomad Foods (NOMD) for Q1 2020, worth a combined $2.85B — down 20% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NOMD positions and 38 closed out — a net gain of 1 holder — while 78 added to existing stakes and 69 trimmed.

The largest buyer was Samlyn Capital, adding an estimated $50M. The largest seller was T. Rowe Price Associates, cutting an estimated $125M.

  • 210 institutional investors held Nomad Foods (NOMD) as of Q1 2020, down from 211 in Q4 2019.
  • Funds reported $2.85B of Nomad Foods stock for Q1 2020, down 20% quarter-over-quarter.
  • 39 funds opened new Nomad Foods positions in Q1 2020 and 38 closed out, a net change of +1 holder.
  • The largest Nomad Foods buyer in Q1 2020 was Samlyn Capital, an estimated $50M added.
  • The largest Nomad Foods seller in Q1 2020 was T. Rowe Price Associates, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2020.