Utz Brands
198 hedge funds and large institutions have $1.1B invested in Utz Brands in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 15 closing their positions.
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
92% more call options, than puts
Call options by funds: $1.97M | Put options by funds: $1.02M
22% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 58
11% more funds holding
Funds holding: 179 → 198 (+19)
9% more capital invested
Capital invested by funds: $1.01B → $1.1B (+$94M)
4.05% more ownership
Funds ownership: 78.54% → 82.59% (+4.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$15.4M |
| 2 |
Rockefeller Capital Management
New York
|
+$15.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$9.77M |
| 4 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
+$9.6M |
| 5 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$6.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
-$18.6M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$18.1M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$7.49M |
| 4 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$4.16M |
| 5 |
Goldman Sachs
New York
|
-$3.64M |
UTZ Hedge Fund Activity: Q1 2023 in Review
198 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q1 2023, worth a combined $1.1B — up 9.3% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new UTZ positions and 15 closed out — a net gain of 21 holders — while 71 added to existing stakes and 58 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $15.4M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $18.6M sold.
- 198 institutional investors held Utz Brands (UTZ) as of Q1 2023, up from 179 in Q4 2022.
- Funds reported $1.1B of Utz Brands stock for Q1 2023, up 9.3% quarter-over-quarter.
- 36 funds opened new Utz Brands positions in Q1 2023 and 15 closed out, a net change of +21 holders.
- The largest Utz Brands buyer in Q1 2023 was Neuberger Berman Group, an estimated $15.4M added.
- The largest Utz Brands seller in Q1 2023 was Scopus Asset Management, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2023.