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Utz Brands

180 hedge funds and large institutions have $1.01B invested in Utz Brands in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $1.58M

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

1% more funds holding

Funds holding: 178180 (+2)

1% more capital invested

Capital invested by funds: $994M → $1.01B (+$11.5M)

2.33% less ownership

Funds ownership: 81.31%78.99% (-2.3%)

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
69
Reduced
51
Closed
23
Calls
$2.44M
Puts
$1.58M
Net Calls
+$856K
Net Calls Change
-$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$108M -$148K -8,901 -0.1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$88.5M -$19.2M -1,157,222 -17%
CIP
3
Champlain Investment Partners
Vermont
$86.1M +$6.57M +396,582 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$80.3M -$6.58M -396,696 -7%
BlackRock
5
BlackRock
New York
$67.1M +$1.96M +118,306 +3%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$57.3M -$196K -11,814 -0.3%
Goldman Sachs
7
Goldman Sachs
New York
$54.1M +$5.23M +315,706 +10%
BAMCO Inc
8
BAMCO Inc
New York
$51.5M -$1.66M -100,000 -3%
DDC
9
DF Dent & Co
Maryland
$45.2M -$291K -17,551 -0.6%
CCM
10
Copeland Capital Management
Pennsylvania
$33.9M +$3.5M +211,405 +11%
Jennison Associates
11
Jennison Associates
New York
$27.1M +$3.4M +204,816 +14%
State Street
12
State Street
Massachusetts
$21.1M +$1.09M +65,676 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$19M +$920K +55,464 +5%
SAM
14
Scopus Asset Management
New York
$18.6M +$2.9M +174,910 +17%
ClearBridge Investments
15
ClearBridge Investments
New York
$13.5M -$2.02M -121,831 -13%
DCM
16
Driehaus Capital Management
Illinois
$12.3M +$334K +20,134 +3%
Ameriprise
17
Ameriprise
Minnesota
$12M +$67.2K +4,056 +0.5%
ACM
18
Advisors Capital Management
New Jersey
$11.9M +$231K +13,949 +2%
Northern Trust
19
Northern Trust
Illinois
$11.5M +$417K +25,143 +4%
EA
20
Emerald Advisers
Pennsylvania
$10.2M +$2.65M +159,614 +33%
ECM
21
Engle Capital Management
Connecticut
$9.29M +$9.72M +586,000 New
Charles Schwab
22
Charles Schwab
California
$7.78M +$162K +9,755 +2%
DC
23
Davenport & Co
Virginia
$6.97M +$236K +14,224 +3%
Morgan Stanley
24
Morgan Stanley
New York
$6.27M -$1.95M -117,480 -23%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$6.26M -$48.7K -2,939 -0.7%