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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
ZIM
76
Zacks Investment Management
Illinois
$868K -$105K -7,975 -13%
N
77
Natixis
France
$844K +$686K +52,000 New
DFCM
78
Dark Forest Capital Management
Puerto Rico
$838K +$284K +21,555 +72%
Group One Trading
79
Group One Trading
Illinois
$740K -$158K -11,972 -21%
American Century Companies
80
American Century Companies
Missouri
$731K +$594K +44,985 New
HIS
81
Harvest Investment Services
Illinois
$727K +$591K +44,780 New
OAM
82
Oppenheimer Asset Management
New York
$727K -$61K -4,625 -9%
SWM
83
SeaCrest Wealth Management
New York
$675K +$518K +39,285 New
LPL Financial
84
LPL Financial
California
$657K +$76K +5,758 +17%
Jane Street
85
Jane Street
New York
$657K +$330K +25,011 +162%
Deutsche Bank
86
Deutsche Bank
Germany
$642K -$7.39K -560 -1%
MIM
87
MetLife Investment Management
New Jersey
$634K – – –
DT
88
Diversified Trust
Tennessee
$625K – – –
TC
89
TownSquare Capital
Utah
$593K -$80.6K -6,111 -14%
AIG
90
American International Group
New York
$582K -$1.91K -145 -0.4%
Franklin Resources
91
Franklin Resources
California
$568K +$1.23K +93 +0.3%
ECM
92
ExodusPoint Capital Management
New York
$550K -$599K -45,408 -57%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$547K -$937 -71 -0.2%
Victory Capital Management
94
Victory Capital Management
Texas
$518K +$145K +10,968 +52%
Citigroup
95
Citigroup
New York
$518K +$419K +31,719 +19,701%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$516K – – –
SCA
97
Snowden Capital Advisors
New York
$514K +$40.3K +3,054 +11%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$497K -$271K -20,564 -40%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$480K +$4.14K +314 +1%
VF
100
VitalStone Financial
Texas
$478K +$388K +29,430 New
2 3
4
5 6

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.