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Utz Brands

161 hedge funds and large institutions have $873M invested in Utz Brands in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 37

3.45% less ownership

Funds ownership: 81.71%78.25% (-3.5%)

6% less capital invested

Capital invested by funds: $925M → $873M (-$51.3M)

8% less funds holding

Funds holding: 175161 (-14)

31% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.65M

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

Holders
161
Holders Change
-14
Holders Change %
-8%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
73
Reduced
37
Closed
29
Calls
$1.14M
Puts
$1.65M
Net Calls
-$513K
Net Calls Change
-$770K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$94.4M -$8.41M -605,146 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$93.4M +$3.37M +242,383 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$78.1M +$2.52M +180,904 +3%
CIP
4
Champlain Investment Partners
Vermont
$70.6M -$5.74M -413,157 -7%
BlackRock
5
BlackRock
New York
$56M +$3.37M +242,415 +6%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$55.6M -$16K -1,149 -0%
BAMCO Inc
7
BAMCO Inc
New York
$46.3M -$21.2M -1,528,343 -31%
DDC
8
DF Dent & Co
Maryland
$39.6M +$27.7M +1,989,658 +226%
Goldman Sachs
9
Goldman Sachs
New York
$38.4M -$2.62M -188,766 -6%
CCM
10
Copeland Capital Management
Pennsylvania
$24.3M +$16.4M +1,183,037 +206%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$18.9M -$1.18M -84,716 -6%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$18.2M -$7.83M -563,142 -30%
State Street
13
State Street
Massachusetts
$16.9M +$286K +20,543 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$15.5M +$1.09M +78,347 +8%
Jennison Associates
15
Jennison Associates
New York
$14.4M -$407K -29,282 -3%
ClearBridge Investments
16
ClearBridge Investments
New York
$13.5M +$780K +56,140 +6%
Ameriprise
17
Ameriprise
Minnesota
$10.7M +$308K +22,175 +3%
Marshall Wace
18
Marshall Wace
United Kingdom
$10.1M +$722K +51,923 +8%
ACM
19
Advisors Capital Management
New Jersey
$9.7M +$465K +33,428 +5%
Northern Trust
20
Northern Trust
Illinois
$9.39M +$1.09M +78,611 +13%
Renaissance Technologies
21
Renaissance Technologies
New York
$7.59M +$6.54M +470,551 +598%
HP
22
Highlander Partners
Texas
$7.58M +$7.62M +548,449 New
Charles Schwab
23
Charles Schwab
California
$6.47M +$236K +16,968 +4%
Bank of America
24
Bank of America
North Carolina
$6.29M -$707K -50,887 -10%
Morgan Stanley
25
Morgan Stanley
New York
$6.05M +$671K +48,255 +12%