Utz Brands
117 hedge funds and large institutions have $1.04B invested in Utz Brands in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 19 closing their positions.
174% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 19
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
43% more call options, than puts
Call options by funds: $9.93M | Put options by funds: $6.96M
40% more capital invested
Capital invested by funds: $747M → $1.04B (+$297M)
39% more funds holding
Funds holding: 84 → 117 (+33)
9.42% more ownership
Funds ownership: 70.31% → 79.73% (+9.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$29M |
| 2 |
Morgan Stanley
New York
|
+$24.2M |
| 3 |
Neuberger Berman Group
New York
|
+$20.1M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$17.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
-$71.6M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$5.7M |
| 3 |
BAMCO Inc
New York
|
-$4.75M |
| 4 |
ClearBridge Investments
New York
|
-$3.76M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$3.53M |
UTZ Hedge Fund Activity: Q4 2020 in Review
117 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2020, worth a combined $1.04B — up 40% from $747M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new UTZ positions and 19 closed out — a net gain of 33 holders — while 31 added to existing stakes and 19 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $29M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $71.6M sold.
- 117 institutional investors held Utz Brands (UTZ) as of Q4 2020, up from 84 in Q3 2020.
- Funds reported $1.04B of Utz Brands stock for Q4 2020, up 40% quarter-over-quarter.
- 52 funds opened new Utz Brands positions in Q4 2020 and 19 closed out, a net change of +33 holders.
- The largest Utz Brands buyer in Q4 2020 was Goldman Sachs, an estimated $29M added.
- The largest Utz Brands seller in Q4 2020 was Southpoint Capital Advisors, an estimated $71.6M sold.
Based on aggregated 13F filings for Q4 2020.