Utz Brands
148 hedge funds and large institutions have $964M invested in Utz Brands in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 20 closing their positions.
83% more call options, than puts
Call options by funds: $3.78M | Put options by funds: $2.06M
75% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 20
29% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 41
9% more funds holding
Funds holding: 136 → 148 (+12)
1.42% more ownership
Funds ownership: 76.49% → 77.91% (+1.4%)
4% less capital invested
Capital invested by funds: $1B → $964M (-$40.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$21.1M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$18.9M |
| 3 |
BAMCO Inc
New York
|
+$14.2M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$9.93M |
| 5 |
Rockefeller Capital Management
New York
|
+$7.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$29.4M |
| 2 |
Morgan Stanley
New York
|
-$25.2M |
| 3 |
Neuberger Berman Group
New York
|
-$20.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$19M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$15.4M |
UTZ Hedge Fund Activity: Q4 2021 in Review
148 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2021, worth a combined $964M — down 4% from $1B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new UTZ positions and 20 closed out — a net gain of 15 holders — while 53 added to existing stakes and 41 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $21.1M. The largest seller was Wells Fargo, cutting an estimated $29.4M.
- 148 institutional investors held Utz Brands (UTZ) as of Q4 2021, up from 136 in Q3 2021.
- Funds reported $964M of Utz Brands stock for Q4 2021, down 4% quarter-over-quarter.
- 35 funds opened new Utz Brands positions in Q4 2021 and 20 closed out, a net change of +15 holders.
- The largest Utz Brands buyer in Q4 2021 was JP Morgan Chase, an estimated $21.1M added.
- The largest Utz Brands seller in Q4 2021 was Wells Fargo, an estimated $29.4M sold.
Based on aggregated 13F filings for Q4 2021.