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Utz Brands
UTZ

Overview Fund Activity

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.

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.9%
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
-$3.28M

Top Buyers

1
ECM
1
Engle Capital Management
Connecticut
$9.29M
2
CIP
2
Champlain Investment Partners
Vermont
$86.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$54.1M
4
JWWM
4
Johnson & White Wealth Management
Pennsylvania
$4.16M
5
CCM
5
Copeland Capital Management
Pennsylvania
$33.9M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$2.09M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$88.5M
3
Millennium Management
3
Millennium Management
New York
$1.69M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$80.3M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$4.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$16.6K 1,047 -798 -43%
BCMLT
152
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.9K 1,000 – –
CA
153
Crewe Advisors
Utah
$14.8K 932 – –
BWA
154
BDO Wealth Advisors
Florida
$14.7K 925 – –
CWA
155
Carolina Wealth Advisors
South Carolina
$13K 800 – –
IA
156
IFP Advisors
Florida
$11K 599 -86 -13%
HBW
157
Hazlett, Burt & Watson
West Virginia
$10K 650 – –
SWM
158
Spire Wealth Management
Virginia
$10K 630 – –
CCA
159
Column Capital Advisors
Indiana
$9.06K 571 +571 New
PTC
160
Private Trust Company
Ohio
$8K 478 -128 -21%
S
161
SignatureFD
Georgia
$6.12K 386 -9 -2%
CPG
162
Cornerstone Planning Group
New Jersey
$4.82K 302 +302 New
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$4.52K 285 +135 +90%
US Bancorp
164
US Bancorp
Minnesota
$3.73K 235 – –
MCM
165
Manchester Capital Management
Vermont
$3.54K 223 +199 +829%
CT
166
Cambridge Trust
Massachusetts
$3K 203 +1 +0.5%
MWC
167
MBM Wealth Consultants
Missouri
$3K 206 +206 New
DI
168
Disciplined Investments
Oklahoma
$2.55K 161 – –
GRP
169
Global Retirement Partners
California
$2.16K 136 – –
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$2K 100 – –
AF
171
Advisornet Financial
Minnesota
$1.59K 100 – –
SSB
172
Sandy Spring Bank
Maryland
$1.59K 100 – –
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$1K 54 – –
Dimensional Fund Advisors
174
Dimensional Fund Advisors
Texas
$959 60,469 +60,469 New
NECFA
175
New England Capital Financial Advisors
Connecticut
$823 51 +51 New
5 6
7
8 9