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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 %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$2.91K – – –
GRP
177
Global Retirement Partners
California
$2.7K +$403 +31 +18%
IA
178
IFP Advisors
Florida
$2.55K – – –
HNB
179
Huntington National Bank
Ohio
$2.46K +$1.55K +115 +169%
AF
180
Allworth Financial
California
$2.31K -$1.97K -147 -46%
Citigroup
181
Citigroup
New York
$2.16K -$309K -23,030 -99%
PPC
182
Park Place Capital
Alabama
$1.79K – – –
SSB
183
Sandy Spring Bank
Maryland
$1.34K – – –
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CTC
185
Central Trust Company
Missouri
$578 – – –
GJIA
186
Glass Jacobson Investment Advisors
Maryland
$269 +$269 +20 New
JWA
187
JFS Wealth Advisors
Pennsylvania
$95 +$27 +2 +40%
SIC
188
SJS Investment Consulting
Ohio
$54 +$14 +1 +33%
ECM
189
Engle Capital Management
Connecticut
– -$11.5M -700,000 Closed
State of Tennessee, Department of Treasury
190
State of Tennessee, Department of Treasury
Tennessee
– -$1.46M -88,995 Closed
Sumitomo Mitsui Trust Group
191
Sumitomo Mitsui Trust Group
Japan
– -$1.03M -62,912 Closed
GC
192
Guggenheim Capital
Illinois
– -$848K -51,811 Closed
Two Sigma Investments
193
Two Sigma Investments
New York
– -$844K -51,618 Closed
LCM
194
Landscape Capital Management
New Jersey
– -$779K -47,604 Closed
Point72 Asset Management
195
Point72 Asset Management
Connecticut
– -$383K -23,400 Closed
Cerity Partners
196
Cerity Partners
New York
– -$297K -18,180 Closed
PAM
197
Panagora Asset Management
Massachusetts
– -$240K -14,657 Closed
CG
198
Colony Group
Massachusetts
– -$210K -12,836 Closed
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
– -$199K -12,137 Closed
Simplex Trading
200
Simplex Trading
Illinois
– -$39K -2,429 Closed
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