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Utz Brands
UTZ

136 hedge funds and large institutions have $1B invested in Utz Brands in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.75M

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

2.73% more ownership

Funds ownership: 73.76% → 76.49% (+2.7%)

12% less funds holding

Funds holding: 154 → 136 (-18)

18% less capital invested

Capital invested by funds: $1.23B → $1B (-$225M)

47% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
136
Holders Change
-18
Holders Change %
-11.69%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
55
Reduced
38
Closed
34
Calls
$11.7M
Puts
$3.75M
Net Calls
+$7.94M
Net Calls Change
+$4.17M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$38.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$27.5M
3
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M
4
Wells Fargo
Wells Fargo
California
+$13.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.52M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.1M
2
ECM
Engle Capital Management
Connecticut
-$27.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$25M
4
Select Equity Group
Select Equity Group
New York
-$17.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$5.65M – – –
AAM
27
AMI Asset Management
California
$5.23M +$204K +10,015 +3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.97M +$384K +18,907 +7%
N
29
Nuveen
North Carolina
$4.94M -$3.41M -167,803 -38%
AllianceBernstein
30
AllianceBernstein
Tennessee
$4.74M +$4.37M +215,000 +350%
LCM
31
Landscape Capital Management
New Jersey
$3.88M +$4.61M +226,659 New
Citadel Advisors
32
Citadel Advisors
Florida
$2.82M +$2.52M +124,107 +305%
BG
33
Bahl & Gaynor
Ohio
$2.76M +$872K +42,896 +36%
BCI
34
Brinker Capital Investments
Pennsylvania
$2.71M – – –
Deutsche Bank
35
Deutsche Bank
Germany
$2.5M +$1.92M +94,410 +184%
Swiss National Bank
36
Swiss National Bank
Switzerland
$2.31M – – –
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$1.99M +$2.36M +116,050 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.68M +$50.6K +2,491 +3%
State of Tennessee, Department of Treasury
39
State of Tennessee, Department of Treasury
Tennessee
$1.51M -$178K -8,760 -9%
DC
40
Davenport & Co
Virginia
$1.43M -$43.3K -2,133 -3%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$1.4M +$24.4K +1,200 +1%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$1.39M -$1.85K -91 -0.1%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.28M +$230K +11,338 +18%
Renaissance Technologies
44
Renaissance Technologies
New York
$1.28M +$1.51M +74,500 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.23M +$259K +12,723 +21%
ODCM
46
Old Dominion Capital Management
Virginia
$1.1M +$307K +15,120 +31%
Holocene Advisors
47
Holocene Advisors
New York
$948K -$1.41M -69,635 -56%
WG
48
Winton Group
United Kingdom
$925K +$488K +24,004 +80%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$924K +$29.7K +1,464 +3%
CSS
50
Cubist Systematic Strategies
Connecticut
$898K +$343K +16,894 +48%
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UTZ Hedge Fund Activity: Q3 2021 in Review

136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q3 2021, worth a combined $1B — down 18% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of UTZ and 18 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 55 added.

The largest buyer was Champlain Investment Partners, adding an estimated $38.3M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 136 institutional investors held Utz Brands (UTZ) as of Q3 2021, down from 154 in Q2 2021.
  • Funds reported $1B of Utz Brands stock for Q3 2021, down 18% quarter-over-quarter.
  • 18 funds opened new Utz Brands positions in Q3 2021 and 34 closed out, a net change of -16 holders.
  • The largest Utz Brands buyer in Q3 2021 was Champlain Investment Partners, an estimated $38.3M added.
  • The largest Utz Brands seller in Q3 2021 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2021.