We are live on ! Find out more
UTZ icon

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
JWM
201
Janiczek Wealth Management
Colorado
$130 +$106 +8 New
SIC
202
SJS Investment Consulting
Ohio
$82 +$13 +1 +25%
DPW
203
DiNuzzo Private Wealth
Pennsylvania
$33 +$26 +2 New
Renaissance Technologies
204
Renaissance Technologies
New York
– -$6.36M -473,400 Closed
Tudor Investment Corp
205
Tudor Investment Corp
Connecticut
– -$1.39M -103,825 Closed
OLA
206
Oliver Luxxe Assets
New Jersey
– -$853K -63,512 Closed
AGM
207
Alpine Global Management
New York
– -$698K -52,000 Closed
CIA
208
Capital Impact Advisors
Massachusetts
– -$544K -40,502 Closed
OQS
209
Occudo Quantitative Strategies
Florida
– -$279K -20,782 Closed
CC
210
Centiva Capital
New York
– -$227K -16,867 Closed
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
– -$164K -12,244 Closed
MM
212
MQS Management
New York
– -$160K -11,883 Closed
BMC
213
Benin Management Corp
Connecticut
– -$156K -11,620 Closed
PCM
214
Penn Capital Management
Pennsylvania
– -$152K -11,348 Closed
JSL
215
JT Stratford LLC
Georgia
– -$149K -11,105 Closed
SPA
216
Sherbrooke Park Advisers
New York
– -$136K -10,146 Closed
Lazard Asset Management
217
Lazard Asset Management
New York
– -$19K -1,450 Closed
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
– -$17.1K -1,270 Closed
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$12.4K -920 Closed
Allspring Global Investments
220
Allspring Global Investments
North Carolina
– -$7.49K -558 Closed
HWP
221
Highline Wealth Partners
California
– -$3.76K -280 Closed
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
– -$2.91K -217 Closed
PPC
223
Park Place Capital
Alabama
– -$1.79K -133 Closed
GJIA
224
Glass Jacobson Investment Advisors
Maryland
– -$269 -20 Closed
C
225
Covestor
United Kingdom
– -$13 -1 -13%
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.