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Utz Brands

180 hedge funds and large institutions have $1.01B invested in Utz Brands in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $1.58M

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

1% more funds holding

Funds holding: 178180 (+2)

1% more capital invested

Capital invested by funds: $994M → $1.01B (+$11.5M)

2.33% less ownership

Funds ownership: 81.31%78.99% (-2.3%)

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
69
Reduced
51
Closed
23
Calls
$2.44M
Puts
$1.58M
Net Calls
+$856K
Net Calls Change
-$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$16.6K -$13.2K -798 -43%
BCMLT
152
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.9K
CA
153
Crewe Advisors
Utah
$14.8K
BWA
154
BDO Wealth Advisors
Florida
$14.7K
CWA
155
Carolina Wealth Advisors
South Carolina
$13K
IA
156
IFP Advisors
Florida
$11K -$1.43K -86 -13%
HBW
157
Hazlett, Burt & Watson
West Virginia
$10K
SWM
158
Spire Wealth Management
Virginia
$10K
CCA
159
Column Capital Advisors
Indiana
$9.06K +$9.47K +571 New
PTC
160
Private Trust Company
Ohio
$8K -$2.12K -128 -21%
S
161
SignatureFD
Georgia
$6.12K -$149 -9 -2%
CPG
162
Cornerstone Planning Group
New Jersey
$4.82K +$5.01K +302 New
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$4.52K +$2.24K +135 +90%
US Bancorp
164
US Bancorp
Minnesota
$3.73K
MCM
165
Manchester Capital Management
Vermont
$3.54K +$3.3K +199 +829%
CT
166
Cambridge Trust
Massachusetts
$3K +$17 +1 +0.5%
MWC
167
MBM Wealth Consultants
Missouri
$3K +$3.42K +206 New
DI
168
Disciplined Investments
Oklahoma
$2.55K
GRP
169
Global Retirement Partners
California
$2.16K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$2K
AF
171
Advisornet Financial
Minnesota
$1.59K
SSB
172
Sandy Spring Bank
Maryland
$1.59K
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$1K
Dimensional Fund Advisors
174
Dimensional Fund Advisors
Texas
$959 +$1M +60,469 New
NECFA
175
New England Capital Financial Advisors
Connecticut
$823 +$846 +51 New