Utz Brands
48 hedge funds and large institutions have $275M invested in Utz Brands in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
37% more funds holding
Funds holding: 35 → 48 (+13)
26% more capital invested
Capital invested by funds: $219M → $275M (+$55.9M)
11.56% more ownership
Funds ownership: 48.83% → 60.38% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$12.5M |
| 2 |
HIM
HGC Investment Management
Toronto,
Ontario, Canada
|
+$7.43M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$7.17M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.33M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Moore Capital Management
New York
|
-$13.2M |
| 2 |
MIM
Monashee Investment Management
Boston,
Massachusetts
|
-$5.09M |
| 3 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$3.57M |
| 4 |
KC
Kepos Capital
New York
|
-$2.41M |
| 5 |
BCM
Basso Capital Management
Stamford,
Connecticut
|
-$253K |
UTZ Hedge Fund Activity: Q4 2019 in Review
48 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2019, worth a combined $275M — up 26% from $219M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new UTZ positions and 3 closed out — a net gain of 13 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was UBS O'Connor, opening a new position worth an estimated $12.5M. The largest seller was Moore Capital Management, exiting entirely with an estimated $13.2M sold.
- 48 institutional investors held Utz Brands (UTZ) as of Q4 2019, up from 35 in Q3 2019.
- Funds reported $275M of Utz Brands stock for Q4 2019, up 26% quarter-over-quarter.
- 16 funds opened new Utz Brands positions in Q4 2019 and 3 closed out, a net change of +13 holders.
- The largest Utz Brands buyer in Q4 2019 was UBS O'Connor, an estimated $12.5M added.
- The largest Utz Brands seller in Q4 2019 was Moore Capital Management, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2019.