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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
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
– -$267K -12,266 Closed
NA
152
Navellier & Associates
Nevada
– -$258K -11,821 Closed
Two Sigma Investments
153
Two Sigma Investments
New York
– -$231K -10,583 Closed
BAM
154
Blueshift Asset Management
New Jersey
– -$230K -10,536 Closed
RCM
155
RB Capital Management
Nevada
– -$222K -10,203 Closed
CIC
156
Carnegie Investment Counsel
Ohio
– -$216K -9,893 Closed
CWC
157
Carolinas Wealth Consulting
North Carolina
– -$94K -4,290 Closed
PCM
158
Pinz Capital Management
New York
– -$74K -3,393 Closed
KFP
159
KB Financial Partners
New Jersey
– -$42K -1,937 Closed
IFAM
160
Institutional & Family Asset Management
Colorado
– -$26K -1,213 Closed
BWA
161
BDO Wealth Advisors
Florida
– -$22K -1,025 Closed
SIM
162
Sonora Investment Management
Arizona
– -$21K -958 Closed
DWA
163
Dorsey Wright & Associates
California
– -$17K -784 Closed
ASN
164
Advisory Services Network
Georgia
– -$5K -250 Closed
PMFA
165
Plante Moran Financial Advisors
Michigan
– -$4K -200 Closed
LWANC
166
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$2K -95 Closed
BIA
167
Bell Investment Advisors
California
– +$467 +23 New
DFCM
168
Dark Forest Capital Management
Puerto Rico
– +$528 +26 New
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.