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Utz Brands
UTZ

Overview Fund Activity

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.

Holders
136
Holders Change
-18
Holders Change %
-11.69%
% of All Funds
2.39%
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
1
Champlain Investment Partners
Vermont
$74M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.5M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$29.2M
4
Wells Fargo
4
Wells Fargo
California
$35.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$106M

Top Sellers

1
ECM
1
Engle Capital Management
Connecticut
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$31.5M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$482K
4
Select Equity Group
4
Select Equity Group
New York
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Ensign Peak Advisors
101
Ensign Peak Advisors
Utah
$199K 11,597 -7,067 -38%
SCM
102
Symons Capital Management
Pennsylvania
$194K 11,319 +11,319 New
SWP
103
Stratos Wealth Partners
Ohio
$192K 11,200 +1,150 +11%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$189K 11,074 -2,503 -18%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$185K 10,770 +1,359 +14%
TC
106
TownSquare Capital
Utah
$182K 10,620 +158 +2%
EGM
107
Engineers Gate Manager
New York
$179K 10,470 +10,470 New
AB
108
Amalgamated Bank
New York
$177K 10,304 -832 -7%
Citigroup
109
Citigroup
New York
$146K 8,511 +4,106 +93%
FBT
110
First Bank & Trust
South Dakota
$127K 7,416 +287 +4%
TRCT
111
Tower Research Capital (TRC)
New York
$105K 6,128 -3,223 -34%
PCM
112
Penserra Capital Management
California
$104K 6,086 -7,694 -56%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$94K 5,495 +5,495 New
SPIA
114
Steward Partners Investment Advisory
New York
$89K 5,200 – –
PA
115
Parallel Advisors
California
$89K 5,221 – –
AIP
116
Ameritas Investment Partners
Nebraska
$79K 4,623 – –
FHA
117
First Horizon Advisors
Tennessee
$69K 4,055 +3,869 +2,080%
Canada Life
118
Canada Life
Manitoba, Canada
$53K 3,098 – –
SIC
119
Salem Investment Counselors
North Carolina
$34K 2,000 – –
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$32K 1,909 +1,809 +1,809%
GRP
121
Global Retirement Partners
California
$30K 1,738 – –
IA
122
IFP Advisors
Florida
$30K 1,720 – –
APA
123
American Portfolios Advisors
New York
$24.9K 1,455 +85 +6%
EVM
124
Eaton Vance Management
Massachusetts
$17K 1,000 +1,000 New
CWA
125
Carolina Wealth Advisors
South Carolina
$14K 800 – –
3 4
5
6 7