Utz Brands
154 hedge funds and large institutions have $1.23B invested in Utz Brands in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 24 closing their positions.
96% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 24
94% more call options, than puts
Call options by funds: $7.78M | Put options by funds: $4.01M
26% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 39
18% more funds holding
Funds holding: 131 → 154 (+23)
3.48% more ownership
Funds ownership: 70.29% → 73.76% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $1.33B → $1.23B (-$102M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$64.2M |
| 2 |
JP Morgan Chase
New York
|
+$35.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$24.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$18.5M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$81.6M |
| 2 |
BAMCO Inc
New York
|
-$28.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$18.7M |
| 4 |
Millennium Management
New York
|
-$18.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.54M |
UTZ Hedge Fund Activity: Q2 2021 in Review
154 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q2 2021, worth a combined $1.23B — down 7.7% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new UTZ positions and 24 closed out — a net gain of 23 holders — while 49 added to existing stakes and 39 trimmed.
The largest buyer was BlackRock, adding an estimated $64.2M. The largest seller was Morgan Stanley, cutting an estimated $81.6M.
- 154 institutional investors held Utz Brands (UTZ) as of Q2 2021, up from 131 in Q1 2021.
- Funds reported $1.23B of Utz Brands stock for Q2 2021, down 7.7% quarter-over-quarter.
- 47 funds opened new Utz Brands positions in Q2 2021 and 24 closed out, a net change of +23 holders.
- The largest Utz Brands buyer in Q2 2021 was BlackRock, an estimated $64.2M added.
- The largest Utz Brands seller in Q2 2021 was Morgan Stanley, an estimated $81.6M sold.
Based on aggregated 13F filings for Q2 2021.