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Utz Brands

131 hedge funds and large institutions have $1.33B invested in Utz Brands in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

75% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 28

73% more call options, than puts

Call options by funds: $8.61M | Put options by funds: $4.97M

25% more capital invested

Capital invested by funds: $1.06B → $1.33B (+$268M)

12% more funds holding

Funds holding: 117131 (+14)

9.6% less ownership

Funds ownership: 79.89%70.29% (-9.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
49
Reduced
28
Closed
19
Calls
$8.61M
Puts
$4.97M
Net Calls
+$3.64M
Net Calls Change
+$667K
Name Holding Trade Value Shares
Change
Change in
Stake
EA
76
Emerald Advisers
Pennsylvania
$490K
OLA
77
Oliver Luxxe Assets
New Jersey
$449K +$107K +4,410 +32%
CGIM
78
Cannon Global Investment Management
Florida
$446K +$437K +18,000 New
Truist Financial
79
Truist Financial
North Carolina
$410K +$95.5K +3,934 +31%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$385K -$51.7K -2,130 -12%
SAMT
81
Select Asset Management & Trust
Pennsylvania
$372K
M&T Bank
82
M&T Bank
New York
$355K -$153K -6,301 -31%
ASRS
83
Arizona State Retirement System
Arizona
$321K +$1.19K +49 +0.4%
BMC
84
Benin Management Corp
Connecticut
$315K +$29.1K +1,200 +10%
SPIA
85
Steward Partners Investment Advisory
New York
$302K +$260K +10,700 +713%
Osaic Holdings
86
Osaic Holdings
Arizona
$300K +$49.2K +2,027 +20%
CH
87
Canton Hathaway
Rhode Island
$297K
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$295K -$5.24K -216 -2%
DI
89
Diligent Investors
California
$279K -$7.21K -297 -3%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$268K -$28K -1,153 -10%
GCP
91
GSA Capital Partners
United Kingdom
$260K +$254K +10,478 New
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$257K +$252K +10,371 New
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$257K +$252K +10,387 New
TC
94
TownSquare Capital
Utah
$249K +$243K +10,026 New
SWP
95
Stratos Wealth Partners
Ohio
$247K +$20.6K +850 +9%
DC
96
Diametric Capital
Massachusetts
$244K +$239K +9,841 New
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$225K +$58.6K +2,415 +36%
SWM
98
SeaCrest Wealth Management
New York
$211K +$206K +8,500 New
BFM
99
Boothbay Fund Management
New York
$204K +$200K +8,228 New
WAM
100
Wolverine Asset Management
Illinois
$196K +$192K +7,925 New