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Utz Brands
UTZ

148 hedge funds and large institutions have $963M invested in Utz Brands in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $2.06M

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

9% more funds holding

Funds holding: 136 → 148 (+12)

1.42% more ownership

Funds ownership: 76.49% → 77.91% (+1.4%)

4% less capital invested

Capital invested by funds: $1B → $963M (-$40.9M)

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
53
Reduced
41
Closed
20
Calls
$3.78M
Puts
$2.06M
Net Calls
+$1.72M
Net Calls Change
-$6.22M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$21.1M
2
CIP
Champlain Investment Partners
Vermont
+$18.9M
3
BAMCO Inc
BAMCO Inc
New York
+$14.2M
4
Marshall Wace
Marshall Wace
United Kingdom
+$9.93M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.31M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$29.4M
2
Morgan Stanley
Morgan Stanley
New York
-$25.2M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$20.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$19M
5
SAM
Scopus Asset Management
New York
-$15.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$5.02M +$392K +24,640 +8%
AllianceBernstein
27
AllianceBernstein
Tennessee
$4.57M +$159K +10,000 +4%
N
28
Nuveen
North Carolina
$4.13M -$317K -19,937 -7%
Morgan Stanley
29
Morgan Stanley
New York
$4.05M -$25.2M -1,585,561 -86%
AAM
30
AMI Asset Management
California
$3.92M -$944K -59,310 -19%
Renaissance Technologies
31
Renaissance Technologies
New York
$3.65M +$2.45M +154,000 +207%
Wells Fargo
32
Wells Fargo
California
$3.48M -$29.4M -1,849,694 -89%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$3.23M +$3.22M +202,271 New
TD Asset Management
34
TD Asset Management
Ontario, Canada
$2.68M +$1.38M +86,550 +106%
BCI
35
Brinker Capital Investments
Pennsylvania
$2.67M +$685K +43,031 +35%
Deutsche Bank
36
Deutsche Bank
Germany
$2.53M +$205K +12,855 +9%
BG
37
Bahl & Gaynor
Ohio
$2.49M -$78.5K -4,930 -3%
DC
38
Davenport & Co
Virginia
$2.35M +$1.02M +64,059 +77%
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.15M – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$2.12M +$1.72M +107,761 +418%
HF
41
HRT Financial
New York
$1.84M +$1.84M +115,355 New
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$1.69M -$164K -10,295 -9%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.57M +$426K +26,752 +37%
Holocene Advisors
44
Holocene Advisors
New York
$1.54M +$661K +41,520 +75%
State of Tennessee, Department of Treasury
45
State of Tennessee, Department of Treasury
Tennessee
$1.4M – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.34M +$43.7K +2,745 +3%
CSS
47
Cubist Systematic Strategies
Connecticut
$1.2M +$366K +22,997 +44%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.06M -$504K -31,629 -32%
DHFB
49
Dixon Hubard Feinour & Brown
Virginia
$1.04M +$1.04M +65,540 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$888K -$305K -19,148 -26%
1
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UTZ Hedge Fund Activity: Q4 2021 in Review

148 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2021, worth a combined $963M — down 4.1% from $1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UTZ positions and 20 closed out — a net gain of 15 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.1M. The largest seller was Wells Fargo, cutting an estimated $29.4M.

  • 148 institutional investors held Utz Brands (UTZ) as of Q4 2021, up from 136 in Q3 2021.
  • Funds reported $963M of Utz Brands stock for Q4 2021, down 4.1% quarter-over-quarter.
  • 35 funds opened new Utz Brands positions in Q4 2021 and 20 closed out, a net change of +15 holders.
  • The largest Utz Brands buyer in Q4 2021 was JP Morgan Chase, an estimated $21.1M added.
  • The largest Utz Brands seller in Q4 2021 was Wells Fargo, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2021.