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Utz Brands

190 hedge funds and large institutions have $943M invested in Utz Brands in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $684K

71% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 49

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2.71% more ownership

Funds ownership: 83.77%86.48% (+2.7%)

1% more funds holding

Funds holding: 188190 (+2)

15% less capital invested

Capital invested by funds: $1.11B → $943M (-$166M)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
84
Reduced
49
Closed
23
Calls
$1.73M
Puts
$684K
Net Calls
+$1.04M
Net Calls Change
-$419K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$7.54M +$2.86M +185,723 +49%
Charles Schwab
27
Charles Schwab
California
$7.17M +$356K +23,109 +5%
DC
28
Davenport & Co
Virginia
$6.51M -$349K -22,666 -4%
GC
29
Gratus Capital
Georgia
$6.47M +$7.42M +481,615 New
Renaissance Technologies
30
Renaissance Technologies
New York
$6.36M +$2.8M +181,599 +62%
First Eagle Investment Management
31
First Eagle Investment Management
New York
$5.49M +$3.1M +200,850 +96%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$5.23M +$51.1K +3,315 +0.9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$5.01M +$2.09M +135,537 +57%
Barclays
34
Barclays
United Kingdom
$4.9M +$1.32M +85,953 +31%
PFO
35
Pathstone Family Office
New Jersey
$4.04M +$13.7K +888 +0.3%
Bank of America
36
Bank of America
North Carolina
$3.66M -$95.9K -6,224 -2%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$3.66M -$290K -18,839 -6%
AAM
38
AMI Asset Management
California
$2.95M -$136K -8,838 -4%
SAMT
39
Select Asset Management & Trust
Pennsylvania
$2.59M
SEI Investments
40
SEI Investments
Pennsylvania
$2.34M +$146K +9,497 +6%
N
41
Nuveen
North Carolina
$2.34M -$21.3K -1,384 -0.8%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$2.18M +$259K +16,801 +12%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.03M +$24.7K +1,600 +1%
BG
44
Bahl & Gaynor
Ohio
$1.96M +$5.24K +340 +0.2%
Stifel Financial
45
Stifel Financial
Missouri
$1.85M +$274K +17,762 +15%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$1.61M
Natixis Advisors
47
Natixis Advisors
Massachusetts
$1.5M +$41.1K +2,666 +2%
BCI
48
Brinker Capital Investments
Pennsylvania
$1.5M -$141K -9,126 -8%
OPS
49
Orion Portfolio Solutions
Nebraska
$1.5M -$141K -9,126 -8%
First Trust Advisors
50
First Trust Advisors
Illinois
$1.49M -$562K -36,470 -25%