Nestle SA Adr (NSRGY) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Nestle SA Adr (NSRGY) following the 2026 Q2 hedge fund 13F filings?

As of today, NSRGY has moved -6.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.8% for the XLP sector ETF — an outperformance of -3.0%. Since the quarter end (June 30, 2026), NSRGY gained -9.7% vs -0.3% 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.

Nestle SA Adr (NSRGY)

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

Smart Money Signals — NSRGY

Based on 119 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their NSRGY 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 — 77% of 3.0Y peak

77% of all-time peak

119 funds currently hold this stock — 77% of the 3.0-year high of 154 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q

10 fewer hedge funds hold NSRGY compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 33% buying

32 buying64 selling

Last quarter: 64 funds sold vs only 32 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 14 → 13 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

76% of holders stayed for 2+ years

■ 76% conviction (2yr+) ■ 12% medium ■ 12% new

91 out of 119 hedge funds have held NSRGY 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.

➡️

Steady discovery — ~8 new funds/quarter

10 → 10 → 14 → 13 → 8 new funds/Q

New funds entering each quarter: 10 → 14 → 13 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 76% veterans vs 13% newcomers

■ 76% veterans ■ 10% 1-2yr ■ 13% new

Entry-cohort mix of 119 holders: 91 (76%) are 2+ year veterans, 12 entered 1–2 years ago, and 16 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

2 of 119 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	119	127	-6.3%
13F Shares	10M	11M	-5.97%
Total Value	$992M	$1.03B	-3.54%
New Positions	8	13	-5
Increased Positions	24	29	-5
Closed Positions	16	16	-
Reduced Positions	48	37	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

119

127

-6.3%

13F Shares

10M

11M

-5.97%

Total Value

$992M

$1.03B

-3.54%

New Positions

-5

Increased Positions

-5

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

119 + investors

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

QUARTER:

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

Top 25 NSRGY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gardner Russo & Quinn LLC	6.11%	5,314,898	$545.8M
2	Saybrook Capital /Nc	1.97%	76,804	$7.9M
3	Weik Capital Management	1.93%	49,045	$5.0M
4	Altrius Capital Management Inc	1.90%	97,571	$10.0M
5	Bristol John W & Co Inc /Ny/	1.50%	990,558	$101.7M
6	Douglas Lane & Associates, LLC	1.40%	1,004,276	$103.1M
7	Ramsay, Stattman, Vela & Price, Inc.	1.10%	60,336	$6.2M
8	Pettee Investors, Inc.	0.98%	19,309	$2.0M
9	Horrell Capital Management, Inc.	0.95%	20,154	$2.1M
10	Henry James International Management Inc.	0.94%	30,495	$3.1M
11	Sky Investment Group LLC	0.92%	57,291	$5.9M
12	Douglass Winthrop Advisors, LLC	0.87%	492,594	$50.6M
13	Delta Capital Management LLC	0.87%	18,265	$1.9M
14	Mengis Capital Management, Inc.	0.81%	51,895	$5.3M
15	Minot DeBlois Advisors LLC	0.79%	8,969	$921K
16	Raelipskie Partnership	0.68%	17,557	$1.8M
17	Somerville Kurt F	0.49%	20,171	$2.1M
18	Benedict Financial Advisors Inc	0.49%	24,585	$2.5M
19	Verity Asset Management, Inc.	0.45%	11,524	$1.2M
20	Delaney Dennis R	0.43%	13,200	$1.4M
21	Elefante Mark B	0.36%	8,030	$825K
22	Spinnaker Trust	0.30%	60,593	$6.2M
23	Moody Lynn Lieberson & Walker, LLC	0.30%	54,771	$5.6M
24	Broderick Brian C	0.29%	18,285	$1.9M
25	Boston Common Asset Management, LLC	0.26%	43,135	$4.4M

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 — Nestle SA Adr (NSRGY)

What does the Smart Money Trend signal show for NSRGY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their NSRGY 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 NSRGY?

Heavy selling pressure — only 33% buying: Last quarter: 64 funds sold vs only 32 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for NSRGY holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 119 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NSRGY?

76% of holders stayed for 2+ years: 91 out of 119 hedge funds have held NSRGY 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 Nestle SA Adr (NSRGY) following the 2026 Q2 hedge fund 13F filings?

As of today, NSRGY has moved -6.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.8% for the XLP sector ETF — an outperformance of -3.0%. Since the quarter end (June 30, 2026), NSRGY has gained -9.7% vs -0.3% 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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Nestle SA Adr (NSRGY)

Smart Money Signals — NSRGY

Selling streak — 2 quarters in a row

High ownership — 77% of 3.0Y peak

Outflows — 8% fewer funds vs a year ago

Heavy selling pressure — only 33% buying

Steady new buyers — ~8 new funds per quarter

76% of holders stayed for 2+ years

Steady discovery — ~8 new funds/quarter

Veteran-anchored — 76% veterans vs 13% newcomers

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — NSRGY

Hedge Fund Ownership: NSRGY

Market Analysis: NSRGY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NSRGY

Is It Too Late to Buy Nestle SA Adr (NSRGY) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: NSRGY

Statistics: NSRGY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Nestle SA Adr (NSRGY)

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