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Utz Brands
UTZ

213 hedge funds and large institutions have $1.33B invested in Utz Brands in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 81 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $5.27M

7% more capital invested

Capital invested by funds: $1.24B → $1.33B (+$89.7M)

0.59% less ownership

Funds ownership: 91.85% → 91.26% (-0.59%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 217 → 213 (-4)

23% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 81

Holders
213
Holders Change
-4
Holders Change %
-1.84%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
62
Reduced
81
Closed
35
Calls
$11.7M
Puts
$5.27M
Net Calls
+$6.43M
Net Calls Change
+$6.43M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$47M
2
Boston Partners
Boston Partners
Massachusetts
+$14.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$12M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.89M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$8.7M

Top Sellers

1
DDC
DF Dent & Co
Maryland
-$30.3M
2
Millennium Management
Millennium Management
New York
-$20.6M
3
Jennison Associates
Jennison Associates
New York
-$8.99M
4
CIP
Champlain Investment Partners
Vermont
-$8.85M
5
PMAM
Picton Mahoney Asset Management
Ontario, Canada
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
126
Diversify Wealth Management
Utah
$293K -$26.6K -1,604 -8%
NICM
127
Neo Ivy Capital Management
New York
$282K +$264K +15,920 New
DTL
128
Dynamic Technology Lab
Singapore
$281K -$726K -43,692 -73%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$276K +$82.2K +4,946 +46%
Comerica Bank
130
Comerica Bank
Texas
$274K -$12.7K -765 -5%
SQA
131
Simon Quick Advisors
New Jersey
$266K +$2.92K +176 +1%
KAS
132
Kestra Advisory Services
Texas
$265K +$49.1K +2,954 +25%
MML Investors Services
133
MML Investors Services
Massachusetts
$236K -$58.3K -3,507 -21%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$226K – – –
FBT
135
First Bank & Trust
South Dakota
$224K -$14.9K -894 -7%
ProShare Advisors
136
ProShare Advisors
Maryland
$218K +$204K +12,290 New
CL
137
Choreo LLC
Illinois
$211K -$864 -52 -0.4%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$202K -$7.47K -450 -4%
FRM
139
Fox Run Management
Connecticut
$201K +$189K +11,357 New
BHCM
140
Brevan Howard Capital Management
Jersey
$200K +$188K +11,314 New
Cerity Partners
141
Cerity Partners
New York
$199K +$4.73K +285 +3%
ECM
142
ExodusPoint Capital Management
New York
$195K -$1.48M -89,309 -89%
M&T Bank
143
M&T Bank
New York
$189K -$10.1K -609 -5%
CSPIA
144
Cary Street Partners Investment Advisory
Virginia
$188K -$98K -5,900 -36%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$186K -$21.7K -1,309 -11%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$171K +$3.26K +196 +2%
PA
147
Parallel Advisors
California
$165K – – –
NC
148
nVerses Capital
Florida
$142K +$133K +8,000 New
Osaic Holdings
149
Osaic Holdings
Arizona
$119K +$20.3K +1,224 +22%
AIP
150
Ameritas Investment Partners
Nebraska
$113K – – –
4 5
6
7 8

UTZ Hedge Fund Activity: Q3 2024 in Review

213 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q3 2024, worth a combined $1.33B — up 7.2% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of UTZ and 32 opened new positions — a net loss of 3 holders — while 81 trimmed existing stakes and 62 added.

The largest buyer was JP Morgan Chase, adding an estimated $47M. The largest seller was DF Dent & Co, cutting an estimated $30.3M.

  • 213 institutional investors held Utz Brands (UTZ) as of Q3 2024, down from 217 in Q2 2024.
  • Funds reported $1.33B of Utz Brands stock for Q3 2024, up 7.2% quarter-over-quarter.
  • 32 funds opened new Utz Brands positions in Q3 2024 and 35 closed out, a net change of -3 holders.
  • The largest Utz Brands buyer in Q3 2024 was JP Morgan Chase, an estimated $47M added.
  • The largest Utz Brands seller in Q3 2024 was DF Dent & Co, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2024.