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Utz Brands
UTZ

204 hedge funds and large institutions have $1.16B invested in Utz Brands in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

683% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $1.45M

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $943M → $1.16B (+$218M)

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

7% more funds holding

Funds holding: 190 → 204 (+14)

1.58% more ownership

Funds ownership: 86.48% → 88.07% (+1.6%)

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
76
Reduced
69
Closed
21
Calls
$11.3M
Puts
$1.45M
Net Calls
+$9.89M
Net Calls Change
+$8.85M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$16.6M
2
BlackRock
BlackRock
New York
+$8.49M
3
Morgan Stanley
Morgan Stanley
New York
+$7.72M
4
Ameriprise
Ameriprise
Minnesota
+$6.65M
5
RAM
Readystate Asset Management
Illinois
+$5.93M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$16.6M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$8.03M
3
Jennison Associates
Jennison Associates
New York
-$6.44M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.36M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
176
Hazlett, Burt & Watson
West Virginia
$11K – – –
SWM
177
Spire Wealth Management
Virginia
$10.2K – – –
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$10K +$6.73K +510 +510%
PS
179
Principal Securities
Iowa
$9.21K +$7.48K +567 New
RCM
180
Raleigh Capital Management
North Carolina
$6.5K -$198 -15 -4%
SA
181
Scarborough Advisors
Maryland
$6.42K +$5.21K +395 New
NA
182
NewEdge Advisors
Louisiana
$6.32K +$5.13K +389 New
GRP
183
Global Retirement Partners
California
$6.26K +$2.27K +172 +83%
PTC
184
Private Trust Company
Ohio
$5.72K -$2.38K -180 -34%
NS
185
NBC Securities
Alabama
$4K – – –
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$3.73K – – –
GI
187
GAMMA Investing
California
$3.26K +$2.43K +184 New
BFPW
188
BOK Financial Private Wealth
Colorado
$2.47K +$2.01K +152 New
AWM
189
Avior Wealth Management
Nebraska
$2.24K -$1.15K -87 -39%
BTI
190
Blue Trust Inc
Georgia
$2K +$2.24K +170 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$1.62K -$19.8K -1,500 -94%
SSB
192
Sandy Spring Bank
Maryland
$1.62K – – –
MSG
193
Main Street Group
Virginia
$1.62K +$1.32K +100 New
IA
194
IFP Advisors
Florida
$1.46K -$1.32K -100 -53%
HNB
195
Huntington National Bank
Ohio
$1.3K -$1.36K -103 -56%
AF
196
Allworth Financial
California
$1.17K -$1.32K -100 -58%
NICM
197
Neo Ivy Capital Management
New York
$1K +$475 +36 New
CTC
198
Central Trust Company
Missouri
$699 – – –
LC
199
Lindbrook Capital
California
$325 +$264 +20 New
JWA
200
JFS Wealth Advisors
Pennsylvania
$130 +$13 +1 +14%
5 6 7
8
9

UTZ Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2023, worth a combined $1.16B — up 23% from $943M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UTZ positions and 21 closed out — a net gain of 17 holders — while 76 added to existing stakes and 69 trimmed.

The largest buyer was Millennium Management, adding an estimated $16.6M. The largest seller was Goldman Sachs, cutting an estimated $16.6M.

  • 204 institutional investors held Utz Brands (UTZ) as of Q4 2023, up from 190 in Q3 2023.
  • Funds reported $1.16B of Utz Brands stock for Q4 2023, up 23% quarter-over-quarter.
  • 38 funds opened new Utz Brands positions in Q4 2023 and 21 closed out, a net change of +17 holders.
  • The largest Utz Brands buyer in Q4 2023 was Millennium Management, an estimated $16.6M added.
  • The largest Utz Brands seller in Q4 2023 was Goldman Sachs, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2023.