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Utz Brands
UTZ

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.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.75M

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

2.73% more ownership

Funds ownership: 73.76% → 76.49% (+2.7%)

12% less funds holding

Funds holding: 154 → 136 (-18)

18% less capital invested

Capital invested by funds: $1.23B → $1B (-$225M)

47% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
136
Holders Change
-18
Holders Change %
-11.69%
% of All Funds
2.38%
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
Champlain Investment Partners
Vermont
+$38.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$27.5M
3
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M
4
Wells Fargo
Wells Fargo
California
+$13.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.52M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.1M
2
ECM
Engle Capital Management
Connecticut
-$27.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$25M
4
Select Equity Group
Select Equity Group
New York
-$17.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
126
Hudock Inc
Pennsylvania
$5K -$4.35K -214 -41%
HIA
127
Harbor Investment Advisory
Maryland
$5K – – –
DI
128
Disciplined Investments
Oklahoma
$3K – – –
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$3K – – –
AF
130
Advisornet Financial
Minnesota
$2K – – –
MAM
131
Meeder Asset Management
Ohio
$2K – – –
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$2K +$2.03K +100 New
CG
133
Cutler Group
California
$1K -$183 -9 -8%
ECM
134
Engle Capital Management
Connecticut
– -$27.3M -1,252,000 Closed
Select Equity Group
135
Select Equity Group
New York
– -$17.8M -815,413 Closed
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
– -$2.33M -106,984 Closed
BWFA
137
Baltimore-Washington Financial Advisors
Maryland
– -$2.18M -99,959 Closed
RHJA
138
Rice Hall James & Associates
California
– -$1.71M -78,357 Closed
First Trust Advisors
139
First Trust Advisors
Illinois
– -$1.55M -71,360 Closed
BPIM
140
Brant Point Investment Management
New York
– -$1.42M -65,000 Closed
ECM
141
ExodusPoint Capital Management
New York
– -$799K -36,667 Closed
PI
142
PEAK6 Investments
Illinois
– -$699K -32,096 Closed
GCP
143
GSA Capital Partners
United Kingdom
– -$582K -26,732 Closed
DTL
144
Dynamic Technology Lab
Singapore
– -$566K -25,943 Closed
OLA
145
Oliver Luxxe Assets
New Jersey
– -$512K -23,485 Closed
EA
146
Emerald Advisers
Pennsylvania
– -$431K -19,775 Closed
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
– -$339K -15,547 Closed
ProShare Advisors
148
ProShare Advisors
Maryland
– -$333K -15,298 Closed
SO
149
STRS Ohio
Ohio
– -$298K -13,700 Closed
TI
150
Trexquant Investment
Connecticut
– -$274K -12,592 Closed
3 4 5
6
7

UTZ Hedge Fund Activity: Q3 2021 in Review

136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q3 2021, worth a combined $1B — down 18% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of UTZ and 18 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 55 added.

The largest buyer was Champlain Investment Partners, adding an estimated $38.3M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 136 institutional investors held Utz Brands (UTZ) as of Q3 2021, down from 154 in Q2 2021.
  • Funds reported $1B of Utz Brands stock for Q3 2021, down 18% quarter-over-quarter.
  • 18 funds opened new Utz Brands positions in Q3 2021 and 34 closed out, a net change of -16 holders.
  • The largest Utz Brands buyer in Q3 2021 was Champlain Investment Partners, an estimated $38.3M added.
  • The largest Utz Brands seller in Q3 2021 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2021.