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Utz Brands
UTZ

148 hedge funds and large institutions have $963M invested in Utz Brands in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $2.06M

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

9% more funds holding

Funds holding: 136 → 148 (+12)

1.42% more ownership

Funds ownership: 76.49% → 77.91% (+1.4%)

4% less capital invested

Capital invested by funds: $1B → $963M (-$40.9M)

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
53
Reduced
41
Closed
20
Calls
$3.78M
Puts
$2.06M
Net Calls
+$1.72M
Net Calls Change
-$6.22M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$21.1M
2
CIP
Champlain Investment Partners
Vermont
+$18.9M
3
BAMCO Inc
BAMCO Inc
New York
+$14.2M
4
Marshall Wace
Marshall Wace
United Kingdom
+$9.93M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.31M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$29.4M
2
Morgan Stanley
Morgan Stanley
New York
-$25.2M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$20.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$19M
5
SAM
Scopus Asset Management
New York
-$15.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
151
Millennium Management
New York
– -$672K -39,255 Closed
Man Group
152
Man Group
United Kingdom
– -$560K -32,688 Closed
EIP
153
Easterly Investment Partners
Massachusetts
– -$492K -28,750 Closed
Walleye Trading
154
Walleye Trading
New York
– -$330K -20,707 Closed
Simplex Trading
155
Simplex Trading
Illinois
– -$309K -19,411 Closed
TC
156
TwinBeech Capital
New York
– -$312K -18,230 Closed
BMC
157
Benin Management Corp
Connecticut
– -$240K -14,020 Closed
SSA
158
Schonfeld Strategic Advisors
New York
– -$228K -13,300 Closed
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
– -$185K -11,596 -100%
SWP
160
Stratos Wealth Partners
Ohio
– -$192K -11,200 Closed
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
– -$189K -11,074 Closed
EGM
162
Engineers Gate Manager
New York
– -$179K -10,470 Closed
GRP
163
Global Retirement Partners
California
– -$30K -1,738 Closed
CG
164
Cutler Group
California
– -$1K -100 Closed
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
– -$2K -100 Closed
Fidelity Investments
166
Fidelity Investments
Massachusetts
– +$16 +1 New
C
167
Covestor
United Kingdom
– +$446 +28 New
3 4 5 6
7

UTZ Hedge Fund Activity: Q4 2021 in Review

148 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2021, worth a combined $963M — down 4.1% from $1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UTZ positions and 20 closed out — a net gain of 15 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.1M. The largest seller was Wells Fargo, cutting an estimated $29.4M.

  • 148 institutional investors held Utz Brands (UTZ) as of Q4 2021, up from 136 in Q3 2021.
  • Funds reported $963M of Utz Brands stock for Q4 2021, down 4.1% quarter-over-quarter.
  • 35 funds opened new Utz Brands positions in Q4 2021 and 20 closed out, a net change of +15 holders.
  • The largest Utz Brands buyer in Q4 2021 was JP Morgan Chase, an estimated $21.1M added.
  • The largest Utz Brands seller in Q4 2021 was Wells Fargo, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2021.