Utz Brands
179 hedge funds and large institutions have $1.01B invested in Utz Brands in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 23 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
54% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $1.58M
38% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 50
13% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 23
2% more capital invested
Capital invested by funds: $989M → $1.01B (+$15.9M)
1% more funds holding
Funds holding: 178 → 179 (+1)
2.39% less ownership
Funds ownership: 80.93% → 78.54% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
+$9.72M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$6.57M |
| 3 |
Goldman Sachs
New York
|
+$5.23M |
| 4 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$3.5M |
| 5 |
Jennison Associates
New York
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$20.3M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$19.2M |
| 3 |
Millennium Management
New York
|
-$9.55M |
| 4 |
JP Morgan Chase
New York
|
-$6.58M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$5.54M |
UTZ Hedge Fund Activity: Q4 2022 in Review
179 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2022, worth a combined $1.01B — up 1.6% from $989M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new UTZ positions and 23 closed out — a net gain of 3 holders — while 69 added to existing stakes and 50 trimmed.
The largest buyer was Engle Capital Management, opening a new position worth an estimated $9.72M. The largest seller was Rockefeller Capital Management, cutting an estimated $20.3M.
- 179 institutional investors held Utz Brands (UTZ) as of Q4 2022, up from 178 in Q3 2022.
- Funds reported $1.01B of Utz Brands stock for Q4 2022, up 1.6% quarter-over-quarter.
- 26 funds opened new Utz Brands positions in Q4 2022 and 23 closed out, a net change of +3 holders.
- The largest Utz Brands buyer in Q4 2022 was Engle Capital Management, an estimated $9.72M added.
- The largest Utz Brands seller in Q4 2022 was Rockefeller Capital Management, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2022.