Utz Brands
136 hedge funds and large institutions have $1B invested in Utz Brands in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 34 closing their positions.
212% more call options, than puts
Call options by funds: $11.7M | Put options by funds: $3.75M
45% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 38
2.73% more ownership
Funds ownership: 73.76% → 76.49% (+2.7%)
12% less funds holding
Funds holding: 154 → 136 (-18)
18% less capital invested
Capital invested by funds: $1.23B → $1B (-$226M)
47% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 34
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$38.3M |
| 2 |
JP Morgan Chase
New York
|
+$27.5M |
| 3 |
Lazard Asset Management
New York
|
+$15.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$13.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$28.1M |
| 2 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
-$27.3M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$25M |
| 4 |
Select Equity Group
New York
|
-$17.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.46M |
UTZ Hedge Fund Activity: Q3 2021 in Review
136 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q3 2021, worth a combined $1B — down 18% from $1.23B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of UTZ and 18 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 55 added.
The largest buyer was Champlain Investment Partners, adding an estimated $38.3M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.
- 136 institutional investors held Utz Brands (UTZ) as of Q3 2021, down from 154 in Q2 2021.
- Funds reported $1B of Utz Brands stock for Q3 2021, down 18% quarter-over-quarter.
- 18 funds opened new Utz Brands positions in Q3 2021 and 34 closed out, a net change of -16 holders.
- The largest Utz Brands buyer in Q3 2021 was Champlain Investment Partners, an estimated $38.3M added.
- The largest Utz Brands seller in Q3 2021 was Morgan Stanley, an estimated $28.1M sold.
Based on aggregated 13F filings for Q3 2021.