Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nestle SA Adr (NSRGY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — NSRGY

Based on 127 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 83% of 3.0Y peak

83% of all-time peak
127 funds currently hold this stock — 83% of the 3.0-year high of 153 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NSRGY is almost the same as a year ago (-2 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

42 buying53 selling
Last quarter: 53 funds reduced or exited vs 42 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.
➡️

Steady new buyers — ~13 new funds per quarter

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

75% of holders stayed for 2+ years

■ 75% conviction (2yr+) ■ 13% medium ■ 13% new
95 out of 127 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.
📈

Growing discovery — still being found

11 → 10 → 10 → 14 → 13 new funds/Q
New funds entering each quarter: 10 → 10 → 14 → 13. A growing number of institutions are discovering NSRGY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 74% veterans vs 17% newcomers

■ 74% veterans ■ 9% 1-2yr ■ 17% new
Entry-cohort mix of 127 holders: 94 (74%) are 2+ year veterans, 12 entered 1–2 years ago, and 21 (17%) 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 127 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

Institutional Sentiment Summary — NSRGY

In 2026 Q1, 42 hedge funds were net buyers of NSRGY (13 opened a new position, 29 added to an existing one), while 53 reduced or exited (37 trimmed, 16 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 127.

Hedge Fund Ownership: NSRGY

How many hedge funds hold NSRGY — quarterly history vs. share price
Quarterly hedge fund ownership of NSRGY vs. share price

Market Analysis: NSRGY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NSRGY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much NSRGY has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
NSRGY
-0.9%
XLP
+2.1%

NSRGY outperformed XLP by -3.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
NSRGY
-0.5%
XLP
-1.1%

Since the filing became public, NSRGY outperformed XLP by +0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: NSRGY
126 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 126 130 -3.08%
13F Shares 11M 11M -2.81%
Total Value $1.03B $1.08B -4.76%
New Positions 13 14 -1
Increased Positions 29 22 +7
Closed Positions 17 8 +9
Reduced Positions 37 58 -21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NSRGY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

126 + 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:
Top 25 NSRGY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gardner Russo & Quinn LLC 6.39% 5,481,714 $543.2M
2 Saybrook Capital /Nc 2.05% 76,904 $7.6M
3 Weik Capital Management 1.99% 50,334 $5.0M
4 Altrius Capital Management Inc 1.86% 94,396 $9.4M
5 Bristol John W & Co Inc /Ny/ 1.63% 998,417 $98.9M
6 Douglass Winthrop Advisors, LLC 1.55% 854,265 $84.7M
7 Douglas Lane & Associates, LLC 1.41% 1,004,362 $98.0M
8 Ramsay, Stattman, Vela & Price, Inc. 1.18% 60,046 $6.0M
9 Henry James International Management Inc. 1.09% 30,495 $3.0M
10 Pettee Investors, Inc. 1.08% 20,759 $2.1M
11 Sky Investment Group LLC 1.03% 60,837 $6.0M
12 Horrell Capital Management, Inc. 0.99% 22,337 $2.2M
13 Stonebridge Capital Management Inc 0.99% 22,210 $2.2M
14 Delta Capital Management LLC 0.98% 18,265 $1.8M
15 Poehling Capital Management, INC. 0.89% 42,802 $4.2M
16 Mengis Capital Management, Inc. 0.87% 51,055 $5.1M
17 Minot DeBlois Advisors LLC 0.81% 8,957 $888K
18 Raelipskie Partnership 0.77% 18,257 $1.8M
19 Ramirez Asset Management, Inc. 0.75% 64,016 $6.3M
20 Opal Capital LLC 0.60% 34,284 $3.4M
21 Somerville Kurt F 0.60% 22,891 $2.3M
22 Delaney Dennis R 0.57% 16,350 $1.6M
23 NORTHSTAR ASSET MANAGEMENT Co 0.57% 25,640 $2.5M
24 Benedict Financial Advisors Inc 0.49% 23,950 $2.4M
25 Academy Capital Management 0.43% 30,523 $3.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 44% buying: Last quarter: 53 funds reduced or exited vs 42 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 NSRGY holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 127 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?

75% of holders stayed for 2+ years: 95 out of 127 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 Q1 hedge fund 13F filings?

As of today, NSRGY has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the XLP sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), NSRGY has gained -0.9% vs +2.1% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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