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.
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
28% more capital invested
Capital invested by funds: $1.04B → $1.33B (+$288M)
12% more funds holding
Funds holding: 117 → 131 (+14)
9.45% less ownership
Funds ownership: 79.73% → 70.29% (-9.4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$45.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$44.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.1M |
| 4 |
Select Equity Group
New York
|
+$15.3M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
-$16.2M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$7.38M |
| 3 |
ClearBridge Investments
New York
|
-$6.67M |
| 4 |
Lazard Asset Management
New York
|
-$6.52M |
| 5 |
CGC
Continental Grain Company
New York
|
-$6.46M |
UTZ Hedge Fund Activity: Q1 2021 in Review
131 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q1 2021, worth a combined $1.33B — up 28% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new UTZ positions and 19 closed out — a net gain of 15 holders — while 49 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $45.1M. The largest seller was Engle Capital Management, cutting an estimated $16.2M.
- 131 institutional investors held Utz Brands (UTZ) as of Q1 2021, up from 117 in Q4 2020.
- Funds reported $1.33B of Utz Brands stock for Q1 2021, up 28% quarter-over-quarter.
- 34 funds opened new Utz Brands positions in Q1 2021 and 19 closed out, a net change of +15 holders.
- The largest Utz Brands buyer in Q1 2021 was Morgan Stanley, an estimated $45.1M added.
- The largest Utz Brands seller in Q1 2021 was Engle Capital Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q1 2021.