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Utz Brands
UTZ

Overview Fund Activity

190 hedge funds and large institutions have $943M invested in Utz Brands in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
84
Reduced
49
Closed
23
Calls
$1.73M
Puts
$684K
Net Calls
+$1.04M
Net Calls Change
-$419K

Top Buyers

1
DDC
1
DF Dent & Co
Maryland
$53.9M
2
Millennium Management
2
Millennium Management
New York
$8.88M
3
GC
3
Gratus Capital
Georgia
$6.47M
4
CCM
4
Copeland Capital Management
Pennsylvania
$37M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.54M

Top Sellers

1
ECM
1
Engle Capital Management
Connecticut
$0
2
Lazard Asset Management
2
Lazard Asset Management
New York
$19K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$9.23M
4
Goldman Sachs
4
Goldman Sachs
New York
$39.8M
5
Comerica Bank
5
Comerica Bank
Texas
$191K
Name Holding Trade Value Shares
Change 		Shares
Change %
NOI
151
Newton One Investments
Delaware
$27K +$94 +7 +0.4%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$24.4K -$6.96K -518 -22%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$21.5K – – –
AAP
154
Arax Advisory Partners
Colorado
$21.1K +$67 +5 +0.3%
AssetMark Inc
155
AssetMark Inc
California
$20.8K +$107 +8 +0.5%
Lazard Asset Management
156
Lazard Asset Management
New York
$19K -$4.6M -351,258 -100%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$17.1K -$188 -14 -1%
BCMLT
158
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4K – – –
SIC
159
Salem Investment Counselors
North Carolina
$13.5K – – –
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K +$12.4K +920 New
SPIA
161
Steward Partners Investment Advisory
New York
$10.7K – – –
CWA
162
Carolina Wealth Advisors
South Carolina
$10.7K – – –
First Manhattan
163
First Manhattan
New York
$10.4K – – –
US Bancorp
164
US Bancorp
Minnesota
$9.02K +$7.22K +537 +401%
HBW
165
Hazlett, Burt & Watson
West Virginia
$9K – – –
SWM
166
Spire Wealth Management
Virginia
$8.46K – – –
Allspring Global Investments
167
Allspring Global Investments
North Carolina
$7.49K -$39K -2,907 -84%
QCG
168
Quadrant Capital Group
Ohio
$7.37K -$1.26K -94 -15%
PTC
169
Private Trust Company
Ohio
$7.15K – – –
RCM
170
Raleigh Capital Management
North Carolina
$5.59K +$1.07K +80 +24%
HWP
171
Highline Wealth Partners
California
$3.76K +$3.76K +280 New
S
172
SignatureFD
Georgia
$3.09K +$2.75K +205 +820%
AWM
173
Avior Wealth Management
Nebraska
$3.02K – – –
NS
174
NBC Securities
Alabama
$3K +$3K +253 New
Mitsubishi UFJ Asset Management
175
Mitsubishi UFJ Asset Management
Japan
$2.94K +$2.94K +219 New
5 6
7
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