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Utz Brands
UTZ

204 hedge funds and large institutions have $1.16B invested in Utz Brands in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

683% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $1.45M

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $943M → $1.16B (+$218M)

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

7% more funds holding

Funds holding: 190 → 204 (+14)

1.58% more ownership

Funds ownership: 86.48% → 88.07% (+1.6%)

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
76
Reduced
69
Closed
21
Calls
$11.3M
Puts
$1.45M
Net Calls
+$9.89M
Net Calls Change
+$8.85M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$16.6M
2
BlackRock
BlackRock
New York
+$8.49M
3
Morgan Stanley
Morgan Stanley
New York
+$7.72M
4
Ameriprise
Ameriprise
Minnesota
+$6.65M
5
RAM
Readystate Asset Management
Illinois
+$5.93M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$16.6M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$8.03M
3
Jennison Associates
Jennison Associates
New York
-$6.44M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.36M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Gratus Capital
Georgia
$8.97M +$934K +70,755 +15%
Charles Schwab
27
Charles Schwab
California
$8.86M +$161K +12,232 +2%
DC
28
Davenport & Co
Virginia
$7.74M -$103K -7,836 -2%
First Eagle Investment Management
29
First Eagle Investment Management
New York
$7.4M +$619K +46,919 +11%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$7.4M +$877K +66,456 +17%
RAM
31
Readystate Asset Management
Illinois
$7.3M +$5.93M +449,600 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$6M -$48K -3,640 -1%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$5.66M +$1.01M +76,245 +28%
Marshall Wace
34
Marshall Wace
United Kingdom
$5.12M +$2.79M +211,764 +204%
N
35
Nuveen
North Carolina
$4.86M +$1.65M +125,239 +72%
Citadel Advisors
36
Citadel Advisors
Florida
$4.66M +$2.65M +200,909 +233%
Barclays
37
Barclays
United Kingdom
$4.43M -$1.22M -92,244 -25%
VI
38
Vestcor Inc
New Brunswick, Canada
$4.08M +$3.32M +251,500 New
Bank of America
39
Bank of America
North Carolina
$3.97M -$368K -27,869 -10%
Verition Fund Management
40
Verition Fund Management
Connecticut
$3.81M +$2.29M +173,231 +281%
AllianceBernstein
41
AllianceBernstein
Tennessee
$3.46M +$1.98M +150,000 +237%
AAM
42
AMI Asset Management
California
$3.15M -$334K -25,345 -12%
SAMT
43
Select Asset Management & Trust
Pennsylvania
$3.13M – – –
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$3.06M +$347K +26,282 +16%
WMSA
45
Weiss Multi-Strategy Advisers
New York
$3M +$2.44M +185,057 New
SEI Investments
46
SEI Investments
Pennsylvania
$3M +$138K +10,423 +6%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$2.91M +$886K +67,172 +60%
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$2.64M +$1.37M +103,448 +175%
Stifel Financial
49
Stifel Financial
Missouri
$2.56M +$266K +20,136 +15%
BG
50
Bahl & Gaynor
Ohio
$2.33M -$29.7K -2,253 -2%
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UTZ Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2023, worth a combined $1.16B — up 23% from $943M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UTZ positions and 21 closed out — a net gain of 17 holders — while 76 added to existing stakes and 69 trimmed.

The largest buyer was Millennium Management, adding an estimated $16.6M. The largest seller was Goldman Sachs, cutting an estimated $16.6M.

  • 204 institutional investors held Utz Brands (UTZ) as of Q4 2023, up from 190 in Q3 2023.
  • Funds reported $1.16B of Utz Brands stock for Q4 2023, up 23% quarter-over-quarter.
  • 38 funds opened new Utz Brands positions in Q4 2023 and 21 closed out, a net change of +17 holders.
  • The largest Utz Brands buyer in Q4 2023 was Millennium Management, an estimated $16.6M added.
  • The largest Utz Brands seller in Q4 2023 was Goldman Sachs, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2023.