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Utz Brands
UTZ

136 hedge funds and large institutions have $1B invested in Utz Brands in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.75M

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

2.73% more ownership

Funds ownership: 73.76% → 76.49% (+2.7%)

12% less funds holding

Funds holding: 154 → 136 (-18)

18% less capital invested

Capital invested by funds: $1.23B → $1B (-$225M)

47% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
136
Holders Change
-18
Holders Change %
-11.69%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
55
Reduced
38
Closed
34
Calls
$11.7M
Puts
$3.75M
Net Calls
+$7.94M
Net Calls Change
+$4.17M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$38.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$27.5M
3
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M
4
Wells Fargo
Wells Fargo
California
+$13.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.52M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.1M
2
ECM
Engle Capital Management
Connecticut
-$27.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$25M
4
Select Equity Group
Select Equity Group
New York
-$17.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
JF
51
Jump Financial
Illinois
$865K +$1.03M +50,482 New
OQS
52
Occudo Quantitative Strategies
Florida
$851K +$650K +32,012 +181%
Jane Street
53
Jane Street
New York
$754K +$431K +21,235 +93%
CS
54
Credit Suisse
Switzerland
$751K +$74.9K +3,687 +9%
CF
55
CNA Financial
Illinois
$732K – – –
OF
56
Outfitter Financial
Maine
$721K +$74.2K +3,650 +10%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$706K -$189K -9,293 -18%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$691K -$397K -19,548 -33%
PCC
59
Park Circle Company
Maryland
$685K – – –
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$681K -$247K -12,160 -23%
Millennium Management
61
Millennium Management
New York
$672K +$42K +2,065 +6%
AC
62
Allstate Corporation
Illinois
$668K +$428K +21,072 +118%
ACM
63
AlphaCrest Capital Management
New York
$665K +$788K +38,800 New
UBS AM
64
UBS AM
Illinois
$656K – – –
MWNA
65
Marshall Wace North America
New York
$647K +$767K +37,751 New
GC
66
Guggenheim Capital
Illinois
$635K +$753K +37,073 New
Man Group
67
Man Group
United Kingdom
$560K +$664K +32,688 New
AIG
68
American International Group
New York
$537K -$35K -1,721 -5%
LPL Financial
69
LPL Financial
California
$525K +$22.9K +1,129 +4%
EIP
70
Easterly Investment Partners
Massachusetts
$492K -$33.3K -1,639 -5%
Invesco
71
Invesco
Georgia
$492K +$102K +5,007 +21%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$482K -$25M -1,228,181 -98%
Group One Trading
73
Group One Trading
Illinois
$468K -$543K -26,709 -49%
HighTower Advisors
74
HighTower Advisors
Illinois
$444K -$122K -6,021 -19%
PPA
75
Parametric Portfolio Associates
Washington
$442K -$1.33M -65,618 -72%
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UTZ Hedge Fund Activity: Q3 2021 in Review

136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q3 2021, worth a combined $1B — down 18% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of UTZ and 18 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 55 added.

The largest buyer was Champlain Investment Partners, adding an estimated $38.3M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 136 institutional investors held Utz Brands (UTZ) as of Q3 2021, down from 154 in Q2 2021.
  • Funds reported $1B of Utz Brands stock for Q3 2021, down 18% quarter-over-quarter.
  • 18 funds opened new Utz Brands positions in Q3 2021 and 34 closed out, a net change of -16 holders.
  • The largest Utz Brands buyer in Q3 2021 was Champlain Investment Partners, an estimated $38.3M added.
  • The largest Utz Brands seller in Q3 2021 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2021.