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Nomad Foods

206 hedge funds and large institutions have $3.44B invested in Nomad Foods in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.92% less ownership

Funds ownership: 77.54%76.62% (-0.92%)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 210206 (-4)

8% less capital invested

Capital invested by funds: $3.73B → $3.44B (-$289M)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

81% less call options, than puts

Call options by funds: $231K | Put options by funds: $1.19M

Holders
206
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
34
Increased
67
Reduced
76
Closed
37
Calls
$231K
Puts
$1.19M
Net Calls
-$957K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$357M -$23.7M -916,366 -6%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$251M +$256M +9,899,243 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$232M +$11M +425,374 +5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$205M +$18.8M +730,236 +10%
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$191M -$16.2M -629,093 -8%
Boston Partners
6
Boston Partners
Massachusetts
$176M -$89.8M -3,480,853 -33%
AllianceBernstein
7
AllianceBernstein
Tennessee
$169M +$11.6M +450,124 +7%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$139M +$35.1M +1,361,379 +33%
Brown Advisory
9
Brown Advisory
Maryland
$136M +$2.22M +86,041 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$113M -$3.81M -147,700 -3%
Amundi
11
Amundi
France
$84.5M +$3.5M +135,790 +4%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$79.7M +$12.5M +485,082 +18%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$61.3M +$9.75M +377,798 +19%
EVM
14
Eaton Vance Management
Massachusetts
$51.7M +$701K +27,144 +1%
RS
15
Robeco Schweiz
Switzerland
$47.7M +$2.49M +96,418 +5%
AC
16
AltraVue Capital
Washington
$46.5M +$5.21M +201,850 +12%
PIM
17
Paradice Investment Management
Colorado
$41.6M +$42.3M +1,639,938 New
VNIM
18
Vaughan Nelson Investment Management
Texas
$41.4M -$9.61M -372,125 -19%
Goldman Sachs
19
Goldman Sachs
New York
$41M +$18.6M +719,904 +81%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$40.1M -$14.6M -565,796 -26%
ACH
21
ArrowMark Colorado Holdings
Colorado
$37.2M +$5.16M +199,782 +16%
MC
22
Mount Capital
United Kingdom
$35.8M +$36.4M +1,410,601 New
Norges Bank
23
Norges Bank
Norway
$34.9M
Franklin Resources
24
Franklin Resources
California
$34.6M -$39.4M -1,525,152 -53%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$32.7M -$1.17M -45,303 -3%

NOMD Hedge Fund Activity: Q4 2021 in Review

206 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nomad Foods (NOMD) for Q4 2021, worth a combined $3.44B — down 7.8% from $3.73B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NOMD and 34 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 67 added.

The largest buyer was Paradice Investment Management, opening a new position worth an estimated $42.3M. The largest seller was Wells Fargo, cutting an estimated $235M.

  • 206 institutional investors held Nomad Foods (NOMD) as of Q4 2021, down from 210 in Q3 2021.
  • Funds reported $3.44B of Nomad Foods stock for Q4 2021, down 7.8% quarter-over-quarter.
  • 34 funds opened new Nomad Foods positions in Q4 2021 and 37 closed out, a net change of -3 holders.
  • The largest Nomad Foods buyer in Q4 2021 was Paradice Investment Management, an estimated $42.3M added.
  • The largest Nomad Foods seller in Q4 2021 was Wells Fargo, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2021.