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.
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: 148 → 175 (+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: $964M → $925M (-$39.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$8.97M |
| 2 |
JP Morgan Chase
New York
|
+$6.8M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$6.79M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$6.91M |
| 2 |
Neuberger Berman Group
New York
|
-$5.57M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$4.61M |
| 4 |
Goldman Sachs
New York
|
-$4.03M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.74M |
UTZ Hedge Fund Activity: Q1 2022 in Review
175 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q1 2022, worth a combined $925M — down 4.1% from $964M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new UTZ positions and 8 closed out — a net gain of 28 holders — while 70 added to existing stakes and 47 trimmed.
The largest buyer was Copeland Capital Management, opening a new position worth an estimated $8.97M. The largest seller was Lazard Asset Management, cutting an estimated $6.91M.
- 175 institutional investors held Utz Brands (UTZ) as of Q1 2022, up from 148 in Q4 2021.
- Funds reported $925M of Utz Brands stock for Q1 2022, down 4.1% quarter-over-quarter.
- 36 funds opened new Utz Brands positions in Q1 2022 and 8 closed out, a net change of +28 holders.
- The largest Utz Brands buyer in Q1 2022 was Copeland Capital Management, an estimated $8.97M added.
- The largest Utz Brands seller in Q1 2022 was Lazard Asset Management, an estimated $6.91M sold.
Based on aggregated 13F filings for Q1 2022.