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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

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

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
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$2.21M +$1.8M +136,303 New
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.21M -$206K -15,600 -10%
UBS AM
53
UBS AM
Illinois
$1.79M +$154K +11,707 +12%
HF
54
HRT Financial
New York
$1.73M +$970K +73,526 +225%
Bessemer Group
55
Bessemer Group
New Jersey
$1.71M +$275K +20,845 +25%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$1.69M -$209K -15,800 -13%
Osaic Holdings
57
Osaic Holdings
Arizona
$1.67M -$24.8K -1,878 -2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.54M +$4.18K +317 +0.3%
Wells Fargo
59
Wells Fargo
California
$1.36M +$10.3K +777 +0.9%
TI
60
Trexquant Investment
Connecticut
$1.34M +$1.09M +82,801 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.28M -$8.03M -608,615 -89%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.27M +$636K +48,175 +161%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.19M -$47.2K -3,580 -5%
Invesco
64
Invesco
Georgia
$1.19M -$240K -18,214 -20%
Walleye Capital
65
Walleye Capital
New York
$1.1M +$896K +67,865 New
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$1.04M +$209K +15,850 +33%
JCIA
67
Jackson Creek Investment Advisors
Colorado
$1.03M -$145 -11 -0%
BCI
68
Brinker Capital Investments
Pennsylvania
$1.03M -$692K -52,417 -47%
OPS
69
Orion Portfolio Solutions
Nebraska
$1.03M -$692K -52,417 -47%
Legal & General Group
70
Legal & General Group
United Kingdom
$1.01M -$2.94K -223 -0.4%
SPS
71
Susquehanna Portfolio Strategies
Pennsylvania
$965K +$784K +59,439 New
Russell Investments Group
72
Russell Investments Group
United Kingdom
$962K +$135K +10,236 +21%
CS
73
Credit Suisse
Switzerland
$916K -$80.9K -6,129 -10%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$899K +$168K +12,759 +30%
OF
75
Outfitter Financial
Maine
$880K +$65.6K +4,970 +10%
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3
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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.