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Utz Brands

178 hedge funds and large institutions have $994M invested in Utz Brands in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $5.92M | Put options by funds: $1.78M

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

37% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 49

14% more capital invested

Capital invested by funds: $873M → $994M (+$121M)

11% more funds holding

Funds holding: 161178 (+17)

3.06% more ownership

Funds ownership: 78.25%81.31% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
178
Holders Change
+17
Holders Change %
+10.56%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
67
Reduced
49
Closed
11
Calls
$5.92M
Puts
$1.78M
Net Calls
+$4.13M
Net Calls Change
+$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
126
Wolverine Trading
Illinois
$159K +$167K +10,331 New
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$159K +$171K +10,554 New
AB
128
Amalgamated Bank
New York
$155K +$2.35K +145 +1%
OC
129
Oppenheimer & Co
New York
$155K +$167K +10,298 New
GCP
130
GSA Capital Partners
United Kingdom
$151K -$421K -25,986 -72%
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$146K +$157K +9,670 New
PA
132
Parallel Advisors
California
$127K -$2.2K -136 -2%
PHK
133
Point72 Hong Kong
Hong Kong
$111K +$119K +7,336 New
FHA
134
First Horizon Advisors
Tennessee
$99K -$35.2K -2,171 -25%
TRCT
135
Tower Research Capital (TRC)
New York
$95K +$71.8K +4,432 +236%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$83K
HIA
137
Harbor Investment Advisory
Maryland
$76K
AIP
138
Ameritas Investment Partners
Nebraska
$69K
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$59.5K
Canada Life
140
Canada Life
Manitoba, Canada
$47K
KFP
141
KB Financial Partners
New Jersey
$46K -$7.36K -454 -13%
Barclays
142
Barclays
United Kingdom
$45K -$4.73K -292 -9%
Citigroup
143
Citigroup
New York
$41K -$71.4K -4,403 -61%
CFGS
144
Concourse Financial Group Securities
Alabama
$36K +$5.87K +362 +18%
NOI
145
Newton One Investments
Delaware
$30K
SIC
146
Salem Investment Counselors
North Carolina
$30K
Fidelity Investments
147
Fidelity Investments
Massachusetts
$28K -$386K -23,836 -93%
SPIA
148
Steward Partners Investment Advisory
New York
$27K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$24K
HI
150
Hudock Inc
Pennsylvania
$19K +$16 +1 +0.1%

UTZ Hedge Fund Activity: Q3 2022 in Review

178 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q3 2022, worth a combined $994M — up 14% from $873M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTZ positions and 11 closed out — a net gain of 20 holders — while 67 added to existing stakes and 49 trimmed.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $16.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $110M.

  • 178 institutional investors held Utz Brands (UTZ) as of Q3 2022, up from 161 in Q2 2022.
  • Funds reported $994M of Utz Brands stock for Q3 2022, up 14% quarter-over-quarter.
  • 31 funds opened new Utz Brands positions in Q3 2022 and 11 closed out, a net change of +20 holders.
  • The largest Utz Brands buyer in Q3 2022 was Scopus Asset Management, an estimated $16.2M added.
  • The largest Utz Brands seller in Q3 2022 was T. Rowe Price Associates, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2022.