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Utz Brands

131 hedge funds and large institutions have $1.33B invested in Utz Brands in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

75% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 28

73% more call options, than puts

Call options by funds: $8.61M | Put options by funds: $4.97M

25% more capital invested

Capital invested by funds: $1.06B → $1.33B (+$268M)

12% more funds holding

Funds holding: 117131 (+14)

9.6% less ownership

Funds ownership: 79.89%70.29% (-9.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
49
Reduced
28
Closed
19
Calls
$8.61M
Puts
$4.97M
Net Calls
+$3.64M
Net Calls Change
+$667K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$202M +$44.6M +1,840,015 +29%
Morgan Stanley
2
Morgan Stanley
New York
$161M +$45.1M +1,860,251 +40%
Vanguard Group
3
Vanguard Group
Pennsylvania
$139M +$37.1M +1,529,056 +38%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$127M +$5.6M +230,885 +5%
BAMCO Inc
5
BAMCO Inc
New York
$121M -$4.86M -200,093 -4%
Goldman Sachs
6
Goldman Sachs
New York
$70.7M -$5.07M -208,746 -7%
CIP
7
Champlain Investment Partners
Vermont
$42.4M +$365K +15,030 +0.9%
Wells Fargo
8
Wells Fargo
California
$39.5M -$1.69M -69,824 -4%
ECM
9
Engle Capital Management
Connecticut
$35.5M -$16.2M -668,000 -32%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M +$11.9M +490,461 +52%
BlackRock
11
BlackRock
New York
$26M +$5.77M +237,635 +29%
ClearBridge Investments
12
ClearBridge Investments
New York
$23.1M -$6.67M -274,677 -23%
Lazard Asset Management
13
Lazard Asset Management
New York
$22.9M -$6.52M -268,693 -23%
JP Morgan Chase
14
JP Morgan Chase
New York
$22.6M +$6.09M +250,850 +38%
Jennison Associates
15
Jennison Associates
New York
$20M +$258K +10,628 +1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$19.9M +$8.91M +367,057 +84%
SAM
17
Scopus Asset Management
New York
$19.7M -$7.38M -304,148 -28%
Millennium Management
18
Millennium Management
New York
$19.3M +$11.4M +470,170 +153%
Select Equity Group
19
Select Equity Group
New York
$15.7M +$15.3M +631,306 New
Wellington Management Group
20
Wellington Management Group
Massachusetts
$12.1M +$11.9M +488,376 New
UBS Group
21
UBS Group
Switzerland
$10.9M +$2.71M +111,714 +34%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$10.1M +$1.23M +50,677 +14%
Holocene Advisors
23
Holocene Advisors
New York
$7.44M -$607K -25,000 -8%
Bank of America
24
Bank of America
North Carolina
$7.25M -$428K -17,647 -6%
AAM
25
AMI Asset Management
California
$7.21M +$840K +34,633 +14%