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Utz Brands

175 hedge funds and large institutions have $925M invested in Utz Brands in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

49% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 47

18% more funds holding

Funds holding: 148175 (+27)

14% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $1.85M

3.8% more ownership

Funds ownership: 77.91%81.71% (+3.8%)

4% less capital invested

Capital invested by funds: $963M → $925M (-$38.7M)

Holders
175
Holders Change
+27
Holders Change %
+18.24%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
70
Reduced
47
Closed
8
Calls
$2.11M
Puts
$1.85M
Net Calls
+$257K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$110M +$754K +48,223 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$96.3M +$3.3M +210,934 +3%
CIP
3
Champlain Investment Partners
Vermont
$81.6M +$178K +11,420 +0.2%
JP Morgan Chase
4
JP Morgan Chase
New York
$80.8M +$6.8M +435,116 +9%
BAMCO Inc
5
BAMCO Inc
New York
$72.1M +$2.04M +130,321 +3%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$59.5M -$5.57M -356,093 -8%
BlackRock
7
BlackRock
New York
$56.3M +$592K +37,910 +1%
Goldman Sachs
8
Goldman Sachs
New York
$43.8M -$4.03M -257,753 -8%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$27.8M -$4.61M -294,690 -14%
Lazard Asset Management
10
Lazard Asset Management
New York
$23.3M -$6.91M -442,043 -22%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$21.5M +$352K +22,511 +2%
State Street
12
State Street
Massachusetts
$17.7M +$237K +15,166 +1%
Jennison Associates
13
Jennison Associates
New York
$15.9M +$1.27M +81,028 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$15.4M +$1.19M +75,974 +8%
ClearBridge Investments
15
ClearBridge Investments
New York
$13.6M +$1.53M +97,965 +12%
DDC
16
DF Dent & Co
Maryland
$13M +$6.79M +434,130 +98%
Ameriprise
17
Ameriprise
Minnesota
$11.1M +$1.05M +67,277 +10%
Marshall Wace
18
Marshall Wace
United Kingdom
$10.1M +$889K +56,908 +9%
ACM
19
Advisors Capital Management
New Jersey
$9.88M +$679K +43,419 +7%
Northern Trust
20
Northern Trust
Illinois
$8.88M +$149K +9,527 +2%
CCM
21
Copeland Capital Management
Pennsylvania
$8.48M +$8.97M +573,737 New
Bank of America
22
Bank of America
North Carolina
$7.48M +$2.68M +171,223 +51%
Charles Schwab
23
Charles Schwab
California
$6.67M +$217K +13,897 +3%
Morgan Stanley
24
Morgan Stanley
New York
$5.76M +$2.11M +135,270 +53%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$5.27M +$2.41M +154,064 +76%