Utz Brands
187 hedge funds and large institutions have $1.11B invested in Utz Brands in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 46 reducing their positions, and 30 closing their positions.
105% more call options, than puts
Call options by funds: $2.86M | Put options by funds: $1.4M
85% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 46
0.94% more ownership
Funds ownership: 82.59% → 83.53% (+0.94%)
1% more capital invested
Capital invested by funds: $1.1B → $1.11B (+$8.88M)
6% less funds holding
Funds holding: 198 → 187 (-11)
37% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 30
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$19.9M |
| 2 |
BlackRock
New York
|
+$10.5M |
| 3 |
Neuberger Berman Group
New York
|
+$5.87M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$4.55M |
| 5 |
Barclays
London,
United Kingdom
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$13.9M |
| 2 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
-$8M |
| 3 |
Morgan Stanley
New York
|
-$5.55M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$5.35M |
| 5 |
Millennium Management
New York
|
-$4.31M |
UTZ Hedge Fund Activity: Q2 2023 in Review
187 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q2 2023, worth a combined $1.11B — up 0.81% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of UTZ and 19 opened new positions — a net loss of 11 holders — while 46 trimmed existing stakes and 85 added.
The largest buyer was GW&K Investment Management, opening a new position worth an estimated $19.9M. The largest seller was Citadel Advisors, cutting an estimated $13.9M.
- 187 institutional investors held Utz Brands (UTZ) as of Q2 2023, down from 198 in Q1 2023.
- Funds reported $1.11B of Utz Brands stock for Q2 2023, up 0.81% quarter-over-quarter.
- 19 funds opened new Utz Brands positions in Q2 2023 and 30 closed out, a net change of -11 holders.
- The largest Utz Brands buyer in Q2 2023 was GW&K Investment Management, an estimated $19.9M added.
- The largest Utz Brands seller in Q2 2023 was Citadel Advisors, an estimated $13.9M sold.
Based on aggregated 13F filings for Q2 2023.