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Utz Brands

188 hedge funds and large institutions have $1.11B invested in Utz Brands in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 85 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

1.18% more ownership

Funds ownership: 82.59%83.77% (+1.2%)

1% more capital invested

Capital invested by funds: $1.1B → $1.11B (+$8.88M)

5% less funds holding

Funds holding: 198188 (-10)

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
85
Reduced
46
Closed
30
Calls
$2.86M
Puts
$1.4M
Net Calls
+$1.46M
Net Calls Change
+$520K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$110M +$255K +14,838 +0.2%
CIP
2
Champlain Investment Partners
Vermont
$96.8M +$3.47M +201,995 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$87.3M +$2.92M +170,050 +3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$79.9M +$5.87M +342,212 +8%
BlackRock
5
BlackRock
New York
$79.7M +$10.5M +610,455 +14%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$71.2M -$2.28M -132,584 -3%
Goldman Sachs
7
Goldman Sachs
New York
$53.8M +$1.7M +99,268 +3%
BAMCO Inc
8
BAMCO Inc
New York
$53.2M
DDC
9
DF Dent & Co
Maryland
$52M -$1.01M -58,619 -2%
CCM
10
Copeland Capital Management
Pennsylvania
$39.1M +$374K +21,769 +0.9%
Jennison Associates
11
Jennison Associates
New York
$29.6M +$50.6K +2,947 +0.2%
State Street
12
State Street
Massachusetts
$23.5M +$1.48M +86,176 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$21.9M +$1.75M +102,181 +8%
GKIM
14
GW&K Investment Management
Massachusetts
$18.9M +$19.9M +1,157,878 New
Ameriprise
15
Ameriprise
Minnesota
$17.4M -$488K -28,414 -3%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$16.7M -$479K -27,876 -3%
ClearBridge Investments
17
ClearBridge Investments
New York
$14.3M +$115K +6,727 +0.8%
Northern Trust
18
Northern Trust
Illinois
$13.5M +$1.44M +83,955 +11%
ACM
19
Advisors Capital Management
New Jersey
$13.2M +$1M +58,342 +8%
EA
20
Emerald Advisers
Pennsylvania
$13.1M +$2.98M +173,508 +28%
ECM
21
Engle Capital Management
Connecticut
$11.5M -$8M -466,000 -40%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$11.1M +$3.43M +199,954 +42%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.7M +$4.55M +265,212 +68%
Charles Schwab
24
Charles Schwab
California
$8.35M +$371K +21,598 +4%
DC
25
Davenport & Co
Virginia
$8.3M +$273K +15,909 +3%