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Utz Brands
UTZ

Overview Fund Activity

190 hedge funds and large institutions have $943M invested in Utz Brands in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 49 reducing their positions, and 23 closing their positions.

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
84
Reduced
49
Closed
23
Calls
$1.73M
Puts
$684K
Net Calls
+$1.04M
Net Calls Change
-$419K

Top Buyers

1
DDC
1
DF Dent & Co
Maryland
$53.9M
2
Millennium Management
2
Millennium Management
New York
$8.88M
3
GC
3
Gratus Capital
Georgia
$6.47M
4
CCM
4
Copeland Capital Management
Pennsylvania
$37M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.54M

Top Sellers

1
ECM
1
Engle Capital Management
Connecticut
$0
2
Lazard Asset Management
2
Lazard Asset Management
New York
$19K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$9.23M
4
Goldman Sachs
4
Goldman Sachs
New York
$39.8M
5
Comerica Bank
5
Comerica Bank
Texas
$191K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$90.8M 6,757,442 +10,173 +0.2%
CIP
2
Champlain Investment Partners
Vermont
$79.8M 5,940,140 +24,040 +0.4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$73M 5,437,812 +99,996 +2%
BlackRock
4
BlackRock
New York
$66.4M 4,942,086 +73,185 +2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$64M 4,764,575 -118,091 -2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$58.4M 4,352,059 -1,148 -0%
DDC
7
DF Dent & Co
Maryland
$53.9M 4,011,200 +830,067 +26%
BAMCO Inc
8
BAMCO Inc
New York
$43.6M 3,250,000 – –
Goldman Sachs
9
Goldman Sachs
New York
$39.8M 2,960,518 -329,388 -10%
CCM
10
Copeland Capital Management
Pennsylvania
$37M 2,752,865 +363,098 +15%
Jennison Associates
11
Jennison Associates
New York
$22.1M 1,643,723 -165,727 -9%
State Street
12
State Street
Massachusetts
$19.9M 1,473,702 +39,326 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$18.9M 1,404,545 +63,662 +5%
Ameriprise
14
Ameriprise
Minnesota
$16.8M 1,250,827 +184,485 +17%
GKIM
15
GW&K Investment Management
Massachusetts
$15.7M 1,166,899 +9,021 +0.8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$12.9M 961,936 +285,907 +42%
EA
17
Emerald Advisers
Pennsylvania
$12.5M 929,896 +126,948 +16%
Northern Trust
18
Northern Trust
Illinois
$11.9M 889,034 +62,926 +8%
ClearBridge Investments
19
ClearBridge Investments
New York
$11.4M 849,080 -23,571 -3%
ACM
20
Advisors Capital Management
New Jersey
$11.2M 837,521 +29,432 +4%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.1M 752,119 +95,243 +14%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$9.54M 710,165 +297,395 +72%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$9.23M 687,480 -331,957 -33%
Millennium Management
24
Millennium Management
New York
$8.88M 661,078 +661,078 New
UBS Group
25
UBS Group
Switzerland
$7.99M 594,643 +191,441 +47%
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