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Utz Brands
UTZ

161 hedge funds and large institutions have $873M invested in Utz Brands in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 37

3.45% less ownership

Funds ownership: 81.71% → 78.25% (-3.5%)

6% less capital invested

Capital invested by funds: $925M → $873M (-$51.3M)

8% less funds holding

Funds holding: 175 → 161 (-14)

31% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.65M

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

Holders
161
Holders Change
-14
Holders Change %
-8%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
73
Reduced
37
Closed
29
Calls
$1.14M
Puts
$1.65M
Net Calls
-$513K
Net Calls Change
-$770K

Top Buyers

1
DDC
DF Dent & Co
Maryland
+$27.7M
2
CCM
Copeland Capital Management
Pennsylvania
+$16.4M
3
HP
Highlander Partners
Texas
+$7.62M
4
Renaissance Technologies
Renaissance Technologies
New York
+$6.54M
5
BlackRock
BlackRock
New York
+$3.37M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
-$21.2M
2
Lazard Asset Management
Lazard Asset Management
New York
-$16.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.41M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$7.83M
5
CIP
Champlain Investment Partners
Vermont
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$5.73M +$2.69M +193,681 +88%
Lazard Asset Management
27
Lazard Asset Management
New York
$5.57M -$16.4M -1,176,484 -74%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.02M +$2.52M +181,132 +99%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$4.83M +$87.1K +6,262 +2%
UBS Group
30
UBS Group
Switzerland
$4.8M +$113K +8,135 +2%
N
31
Nuveen
North Carolina
$4.78M +$1.39M +100,122 +41%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$4.68M +$123K +8,870 +3%
Luther King Capital Management (LKCM)
33
Luther King Capital Management (LKCM)
Texas
$3.57M +$674K +48,479 +23%
Millennium Management
34
Millennium Management
New York
$3.5M +$1.55M +111,362 +79%
Citadel Advisors
35
Citadel Advisors
Florida
$3.13M -$200K -14,370 -6%
BG
36
Bahl & Gaynor
Ohio
$2.69M +$101K +7,272 +4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.69M +$2.23M +160,522 +472%
SAMT
38
Select Asset Management & Trust
Pennsylvania
$2.67M +$1.64M +118,038 +157%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.39M +$801K +57,598 +50%
First Eagle Investment Management
40
First Eagle Investment Management
New York
$2.27M +$795K +57,183 +53%
SEI Investments
41
SEI Investments
Pennsylvania
$2.07M +$1.89M +136,055 +1,223%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.03M – – –
AAM
43
AMI Asset Management
California
$1.96M -$1.67M -120,053 -46%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$1.79M – – –
Deutsche Bank
45
Deutsche Bank
Germany
$1.75M -$369K -26,530 -17%
Wells Fargo
46
Wells Fargo
California
$1.56M -$1.33M -95,910 -46%
LCM
47
Landscape Capital Management
New Jersey
$1.38M -$1.06M -76,530 -43%
Invesco
48
Invesco
Georgia
$1.24M +$458K +32,943 +58%
State of Tennessee, Department of Treasury
49
State of Tennessee, Department of Treasury
Tennessee
$1.22M – – –
Stifel Financial
50
Stifel Financial
Missouri
$1.18M +$872K +62,715 +281%
1
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UTZ Hedge Fund Activity: Q2 2022 in Review

161 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q2 2022, worth a combined $873M — down 5.6% from $925M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of UTZ and 17 opened new positions — a net loss of 12 holders — while 37 trimmed existing stakes and 73 added.

The largest buyer was DF Dent & Co, adding an estimated $27.7M. The largest seller was BAMCO Inc, cutting an estimated $21.2M.

  • 161 institutional investors held Utz Brands (UTZ) as of Q2 2022, down from 175 in Q1 2022.
  • Funds reported $873M of Utz Brands stock for Q2 2022, down 5.6% quarter-over-quarter.
  • 17 funds opened new Utz Brands positions in Q2 2022 and 29 closed out, a net change of -12 holders.
  • The largest Utz Brands buyer in Q2 2022 was DF Dent & Co, an estimated $27.7M added.
  • The largest Utz Brands seller in Q2 2022 was BAMCO Inc, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2022.