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Nomad Foods

178 hedge funds and large institutions have $2.35B invested in Nomad Foods in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,500% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $14K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

19% more capital invested

Capital invested by funds: $1.97B → $2.35B (+$381M)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

2.11% less ownership

Funds ownership: 81.25%79.15% (-2.1%)

9% less funds holding

Funds holding: 195178 (-17)

38% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 39

Holders
178
Holders Change
-17
Holders Change %
-8.72%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
24
Increased
65
Reduced
67
Closed
39
Calls
$1.34M
Puts
$14K
Net Calls
+$1.33M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$254M +$45M +2,842,022 +24%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$220M +$78.2M +4,938,193 +63%
AllianceBernstein
3
AllianceBernstein
Tennessee
$204M +$7.55M +476,977 +4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$165M +$7.41M +468,122 +5%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$162M -$8.43M -532,022 -5%
PCM
6
Polaris Capital Management
Massachusetts
$125M -$1.12M -70,900 -1%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$101M +$22.6M +1,428,088 +32%
Brown Advisory
8
Brown Advisory
Maryland
$86.4M -$2.44M -154,080 -3%
Renaissance Technologies
9
Renaissance Technologies
New York
$73.4M -$1.6M -101,100 -2%
Amundi
10
Amundi
France
$58.8M +$3.38M +213,208 +7%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$57.8M +$1.38M +86,967 +3%
Deutsche Bank
12
Deutsche Bank
Germany
$42M +$4.19M +264,523 +12%
PIM
13
Paradice Investment Management
Colorado
$39.9M +$251K +15,840 +0.7%
AC
14
AltraVue Capital
Washington
$36.8M +$5.72M +361,500 +20%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$35.7M -$44.7M -2,822,116 -58%
MC
16
Mount Capital
United Kingdom
$28.4M
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$24.4M -$77.2M -4,876,378 -77%
Norges Bank
18
Norges Bank
Norway
$22.9M +$1.28M +81,052 +6%
Ameriprise
19
Ameriprise
Minnesota
$19.6M -$289K -18,258 -2%
SFM
20
Systematic Financial Management
New Jersey
$18.6M +$3.35M +211,812 +24%
Bank of America
21
Bank of America
North Carolina
$18.4M +$958K +60,479 +6%
TIM
22
Triodos Investment Management
Netherlands
$18.4M -$317K -20,000 -2%
BlackRock
23
BlackRock
New York
$18.4M +$2.73M +172,611 +19%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$18M -$525K -33,153 -3%
Franklin Resources
25
Franklin Resources
California
$17.9M -$80.7K -5,098 -0.5%

NOMD Hedge Fund Activity: Q4 2022 in Review

178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nomad Foods (NOMD) for Q4 2022, worth a combined $2.35B — up 19% from $1.97B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NOMD and 24 opened new positions — a net loss of 15 holders — while 67 trimmed existing stakes and 65 added.

The largest buyer was Fidelity Investments, adding an estimated $78.2M. The largest seller was Ninety One (UK), cutting an estimated $77.2M.

  • 178 institutional investors held Nomad Foods (NOMD) as of Q4 2022, down from 195 in Q3 2022.
  • Funds reported $2.35B of Nomad Foods stock for Q4 2022, up 19% quarter-over-quarter.
  • 24 funds opened new Nomad Foods positions in Q4 2022 and 39 closed out, a net change of -15 holders.
  • The largest Nomad Foods buyer in Q4 2022 was Fidelity Investments, an estimated $78.2M added.
  • The largest Nomad Foods seller in Q4 2022 was Ninety One (UK), an estimated $77.2M sold.

Based on aggregated 13F filings for Q4 2022.