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Utz Brands

175 hedge funds and large institutions have $925M invested in Utz Brands in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

49% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 47

18% more funds holding

Funds holding: 148175 (+27)

14% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $1.85M

3.8% more ownership

Funds ownership: 77.91%81.71% (+3.8%)

4% less capital invested

Capital invested by funds: $963M → $925M (-$38.7M)

Holders
175
Holders Change
+27
Holders Change %
+18.24%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
70
Reduced
47
Closed
8
Calls
$2.11M
Puts
$1.85M
Net Calls
+$257K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
151
Fieldpoint Private Securities
Connecticut
$14K +$15.1K +967 New
CWA
152
Carolina Wealth Advisors
South Carolina
$12K
IA
153
IFP Advisors
Florida
$11K +$4.72K +302 +87%
SWM
154
Spire Wealth Management
Virginia
$10K +$234 +15 +2%
HBW
155
Hazlett, Burt & Watson
West Virginia
$10K +$10.2K +650 New
APA
156
American Portfolios Advisors
New York
$7.45K
Fidelity Investments
157
Fidelity Investments
Massachusetts
$6K +$6.74K +431 +43,100%
TWA
158
TCI Wealth Advisors
Arizona
$4K +$3.83K +245 New
CT
159
Cambridge Trust
Massachusetts
$3K +$16 +1 +0.5%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$2K -$15.6K -1,000 -87%
DI
161
Disciplined Investments
Oklahoma
$2K
MAM
162
Meeder Asset Management
Ohio
$2K
CCM
163
Covington Capital Management
California
$2K +$1.63K +104 New
CA
164
Clearstead Advisors
Ohio
$2K +$2.08K +133 New
GRP
165
Global Retirement Partners
California
$2K +$2.13K +136 New
PFS
166
Prospera Financial Services
Texas
$2K +$2.5K +160 New
US Bancorp
167
US Bancorp
Minnesota
$1K -$1.41K -90 -50%
AF
168
Advisornet Financial
Minnesota
$1K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$1K
GWS
170
Glassman Wealth Services
Virginia
$1K
WOC
171
West Oak Capital
California
$1K
C
172
Covestor
United Kingdom
$1K +$156 +10 +36%
SSB
173
Sandy Spring Bank
Maryland
$1K +$1.56K +100 New
AIMCA
174
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$770K -48,291 Closed
AC
175
Allstate Corporation
Illinois
-$764K -47,892 Closed