UTZ icon

Utz Brands
UTZ

Overview Fund Activity

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.

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.03%
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

Top Buyers

1
DDC
1
DF Dent & Co
Maryland
$53.9M
2
Millennium Management
2
Millennium Management
New York
$8.88M
3
GC
3
Gratus Capital
Georgia
$6.47M
4
CCM
4
Copeland Capital Management
Pennsylvania
$37M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.54M

Top Sellers

1
ECM
1
Engle Capital Management
Connecticut
$0
2
Lazard Asset Management
2
Lazard Asset Management
New York
$19K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$9.23M
4
Goldman Sachs
4
Goldman Sachs
New York
$39.8M
5
Comerica Bank
5
Comerica Bank
Texas
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$7.54M +$2.49M +185,723 +49%
Charles Schwab
27
Charles Schwab
California
$7.17M +$310K +23,109 +5%
DC
28
Davenport & Co
Virginia
$6.51M -$304K -22,666 -4%
GC
29
Gratus Capital
Georgia
$6.47M +$6.47M +481,615 New
Renaissance Technologies
30
Renaissance Technologies
New York
$6.36M +$2.44M +181,599 +62%
First Eagle Investment Management
31
First Eagle Investment Management
New York
$5.49M +$2.7M +200,850 +96%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$5.23M +$44.5K +3,315 +0.9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$5.01M +$1.82M +135,537 +57%
Barclays
34
Barclays
United Kingdom
$4.9M +$1.15M +85,953 +31%
PFO
35
Pathstone Family Office
New Jersey
$4.04M +$11.9K +888 +0.3%
Bank of America
36
Bank of America
North Carolina
$3.66M -$83.6K -6,224 -2%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$3.66M -$253K -18,839 -6%
AAM
38
AMI Asset Management
California
$2.95M -$119K -8,838 -4%
SAMT
39
Select Asset Management & Trust
Pennsylvania
$2.59M – – –
SEI Investments
40
SEI Investments
Pennsylvania
$2.34M +$128K +9,497 +6%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$2.34M -$18.6K -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 +$226K +16,801 +12%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.03M +$21.5K +1,600 +1%
BG
44
Bahl & Gaynor
Ohio
$1.96M +$4.57K +340 +0.2%
Stifel Financial
45
Stifel Financial
Missouri
$1.85M +$239K +17,762 +15%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$1.61M – – –
Natixis Advisors
47
Natixis Advisors
Massachusetts
$1.5M +$35.8K +2,666 +2%
OPS
48
Orion Portfolio Solutions
Nebraska
$1.5M -$123K -9,126 -8%
BCI
49
Brinker Capital Investments
Pennsylvania
$1.5M -$123K -9,126 -8%
First Trust Advisors
50
First Trust Advisors
Illinois
$1.49M -$490K -36,470 -25%
1
2
3 4 5