Nomad Foods Ltd (NOMD) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Nomad Foods Ltd (NOMD) following the 2026 Q2 hedge fund 13F filings?

As of today, NOMD has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), NOMD gained +7.1% vs +3.6% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Nomad Foods Ltd (NOMD)

187 + Investors. Track Smart Money conviction in NOMD. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — NOMD

Based on 189 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds reduced or closed their NOMD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

189 funds currently hold this stock — 94% of the 3.0-year high of 200 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q

7 fewer hedge funds hold NOMD compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 49% buying

101 buying105 selling

Last quarter: 105 funds reduced or exited vs 101 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 32 → 31 → 39 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 20% new

120 out of 189 hedge funds have held NOMD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares -11%, value -33%

Value

-33%

-10%

Last quarter: funds added -11% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

33 → 32 → 31 → 39 → 32 new funds/Q

New funds entering each quarter: 32 → 31 → 39 → 32. A growing number of institutions are discovering NOMD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new

Entry-cohort mix of 196 holders: 133 (68%) are 2+ year veterans, 19 entered 1–2 years ago, and 44 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds

36 of 188 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	187	192	-2.6%
13F Shares	89M	100M	-10.88%
Total Value	$835M	$1.25B	-33.4%
New Positions	30	39	-9
Increased Positions	66	84	-18
Closed Positions	35	43	-8
Reduced Positions	69	56	+13
Total Calls	4	2	100.0%
Total Puts	4	2	100.0%
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

187

192

-2.6%

13F Shares

89M

100M

-10.88%

Total Value

$835M

$1.25B

-33.4%

New Positions

-9

Increased Positions

-18

Closed Positions

-8

Reduced Positions

+13

Total Calls

100.0%

Total Puts

100.0%

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

187 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NOMD. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NOMD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Doma Perpetual Capital Management LLC	9.73%	3,829,817	$41.9M
2	Atlantic Investment Management, INC.	7.61%	1,333,772	$14.6M
3	Mount Capital Ltd	7.35%	1,778,381	$19.5M
4	Polaris Capital Management, LLC	1.84%	1,783,500	$19.5M
5	Thor Investment Management Inc /Oh/ /Adv	1.67%	113,348	$1.9M
6	Cruiser Capital Advisors, LLC	1.66%	246,066	$2.7M
7	Claar Advisors LLC	1.63%	462,740	$5.1M
8	Invenomic Capital Management LP	1.37%	2,092,084	$22.9M
9	Rangeley Capital, LLC	1.35%	135,000	$1.5M
10	Townsend & Associates, Inc	0.92%	914,196	$10.8M
11	Flax Pond Capital, LLC	0.61%	80,300	$772K
12	Scoggin Management LP	0.59%	500,000	$5.5M
13	Thompson Investment Management, INC.	0.58%	459,980	$5.0M
14	River Road Asset Management, LLC	0.38%	3,105,937	$34.0M
15	Systematic Financial Management LP	0.38%	1,722,082	$18.9M
16	VELA Investment Management, LLC	0.36%	153,600	$1.7M
17	Sound Income Strategies, LLC	0.34%	685,697	$7.5M
18	Royce & Associates LP	0.29%	3,321,831	$36.4M
19	Seizert Capital Partners, LLC	0.20%	440,759	$4.8M
20	Fox Run Management, L.L.C.	0.17%	92,801	$1.0M
21	Sound Capital Solutions LLC	0.16%	61,694	$676K
22	R Squared Ltd	0.15%	25,929	$284K
23	Icon Advisers Inc/Co	0.14%	68,000	$745K
24	Money Concepts Capital Corp	0.13%	251,155	$2.8M
25	Ancora Advisors LLC	0.12%	590,420	$6.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Nomad Foods Ltd (NOMD)

What does the Smart Money Trend signal show for NOMD?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their NOMD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NOMD?

More sellers than buyers — 49% buying: Last quarter: 105 funds reduced or exited vs 101 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NOMD holders?

Strong quality — 25% AUM from major funds: 36 of 188 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NOMD?

63% of holders stayed for 2+ years: 120 out of 189 hedge funds have held NOMD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Nomad Foods Ltd (NOMD) following the 2026 Q2 hedge fund 13F filings?

As of today, NOMD has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), NOMD has gained +7.1% vs +3.6% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Nomad Foods Ltd (NOMD)

Smart Money Signals — NOMD

Selling streak — 3 quarters in a row

High ownership — 94% of 3.0Y peak

Outflows — 4% fewer funds vs a year ago

More sellers than buyers — 49% buying

Fewer new buyers each quarter (-7 vs last Q)

63% of holders stayed for 2+ years

Buying through price weakness — shares -11%, value -33%

Growing discovery — still being found

Veteran-anchored — 68% veterans vs 22% newcomers

Strong quality — 25% AUM from major funds

Institutional Sentiment Summary — NOMD

Hedge Fund Ownership: NOMD

Market Analysis: NOMD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NOMD

Is It Too Late to Buy Nomad Foods Ltd (NOMD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: NOMD

Statistics: NOMD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Nomad Foods Ltd (NOMD)

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