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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
FBT
101
First Bank & Trust
South Dakota
$177K +$16.2K +668 +10%
MS
102
Maven Securities
Jersey
$171K +$168K +6,915 New
PA
103
Parallel Advisors
California
$129K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$114K +$87.1K +3,591 +359%
CWC
105
Carolinas Wealth Consulting
North Carolina
$106K +$104K +4,290 New
FHC
106
First Horizon Corporation
Tennessee
$95K +$3.45K +142 +4%
Canada Life
107
Canada Life
Manitoba, Canada
$76K
GAM
108
Grandview Asset Management
Pennsylvania
$62K +$60.7K +2,500 New
Legal & General Group
109
Legal & General Group
United Kingdom
$48K
GRP
110
Global Retirement Partners
California
$47K +$534 +22 +1%
IAIM
111
International Assets Investment Management
Florida
$42K +$14K +575 +45%
KFP
112
KB Financial Partners
New Jersey
$34K +$33.7K +1,389 New
APA
113
American Portfolios Advisors
New York
$32.5K +$21.3K +878 +202%
IA
114
IFP Advisors
Florida
$30K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$29K +$4.85K +200 +20%
EP
116
Eudaimonia Partners
Tennessee
$25K
CWA
117
Carolina Wealth Advisors
South Carolina
$20K
DWA
118
Dorsey Wright & Associates
California
$19.4K
HI
119
Hudock Inc
Pennsylvania
$12K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$10K
HIA
121
Harbor Investment Advisory
Maryland
$7K
FHA
122
First Horizon Advisors
Tennessee
$4K
DI
123
Disciplined Investments
Oklahoma
$4K +$3.91K +161 New
MAM
124
Meeder Asset Management
Ohio
$3K +$2.5K +103 New
SFS
125
Sowell Financial Services
Arkansas
$3K +$2.62K +108 New