We are live on ! Find out more

Utz Brands

UTZ

Market cap $662M

180 hedge funds and large institutions have $1.01B invested in Utz Brands in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New

Increased

Maintained

Reduced

Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

54% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $1.58M

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

1% more funds holding

Funds holding: 178 → 180 (+2)

1% more capital invested

Capital invested by funds: $994M → $1.01B (+$11.5M)

2.33% less ownership

Funds ownership: 81.31% → 78.99% (-2.3%)

Holders

180

Holders Change

Holders Change %

+1.12%

% of All Funds

2.89%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+100%

% of All Funds

0.03%

New

Increased

Reduced

Closed

Calls

$2.44M

Puts

$1.58M

Net Calls

+$856K

Net Calls Change

-$3.27M

Top Buyers

1	ECM Engle Capital Management Greenwich, Connecticut	+$9.72M
2	CIP Champlain Investment Partners Burlington, Vermont	+$6.57M
3	Goldman Sachs New York	+$5.23M
4	CCM Copeland Capital Management Conshohocken, Pennsylvania	+$3.5M
5	Jennison Associates New York	+$3.4M

Top Sellers

1	Rockefeller Capital Management New York	-$20.3M
2	T. Rowe Price Investment Management Baltimore, Maryland	-$19.2M
3	Millennium Management New York	-$9.55M
4	JP Morgan Chase New York	-$6.58M
5	Marshall Wace London, United Kingdom	-$5.54M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Bank of New York Mellon New York	$5.91M	-$154K	-9,269	-2%
27	27 UBS Group Zurich, Switzerland	$5.62M	+$288K	+17,377	+5%
28	N 28 Nuveen Charlotte, North Carolina	$5.6M	+$203K	+12,266	+4%
29	29 Lazard Asset Management New York	$5.52M	+$180K	+10,837	+3%
30	30 State of Wisconsin Investment Board Madison, Wisconsin	$5.26M	-$66K	-3,980	-1%
31	31 Bank of America Charlotte, North Carolina	$5.19M	-$751K	-45,306	-12%
32	EMFAT 32 Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$5.1M	+$242K	+14,621	+5%
33	33 Luther King Capital Management (LKCM) Fort Worth, Texas	$4.18M	-$1.01M	-60,631	-19%
34	JWWM 34 Johnson & White Wealth Management York, Pennsylvania	$4.16M	+$1.08M	+64,882	New
35	35 Marshall Wace London, United Kingdom	$4.1M	-$5.54M	-334,245	-56%
36	36 Royal Bank of Canada Toronto, Ontario, Canada	$3.8M	+$694K	+41,887	+21%
37	37 Citadel Advisors Miami, Florida	$3.72M	+$381K	+22,986	+11%
38	38 Renaissance Technologies New York	$3.48M	+$537K	+32,400	+17%
39	AAM 39 AMI Asset Management Los Angeles, California	$3.42M	+$648K	+39,098	+22%
40	40 Tudor Investment Corp Stamford, Connecticut	$3.27M	+$2.63M	+158,437	+334%
41	41 First Trust Advisors Wheaton, Illinois	$3.24M	+$3.39M	+204,550	New
42	SAMT 42 Select Asset Management & Trust Mechanicsburg, Pennsylvania	$3.06M	–	–	–
43	43 First Eagle Investment Management New York	$2.69M	-$49.7K	-3,000	-2%
44	44 Swiss National Bank Zurich, Switzerland	$2.48M	+$49.7K	+3,000	+2%
45	BCI 45 Brinker Capital Investments Berwyn, Pennsylvania	$2.26M	-$292K	-17,631	-11%
46	BG 46 Bahl & Gaynor Cincinnati, Ohio	$2.25M	-$36.6K	-2,207	-2%
47	47 Rockefeller Capital Management New York	$2.08M	-$20.3M	-1,226,658	-90%
48	48 TD Asset Management Toronto, Ontario, Canada	$1.94M	–	–	–
49	49 Natixis Advisors Boston, Massachusetts	$1.78M	+$99.2K	+5,985	+6%
50	50 Deutsche Bank Frankfurt Am Main Ge, Germany	$1.74M	+$151K	+9,115	+9%