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Utz Brands

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.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $684K

71% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 49

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2.71% more ownership

Funds ownership: 83.77%86.48% (+2.7%)

1% more funds holding

Funds holding: 188190 (+2)

15% less capital invested

Capital invested by funds: $1.11B → $943M (-$166M)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.02%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$90.8M +$157K +10,173 +0.2%
CIP
2
Champlain Investment Partners
Vermont
$79.8M +$371K +24,040 +0.4%
JP Morgan Chase
3
JP Morgan Chase
New York
$73M +$1.54M +99,996 +2%
BlackRock
4
BlackRock
New York
$66.4M +$1.13M +73,185 +2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$64M -$1.82M -118,091 -2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$58.4M -$17.7K -1,148 -0%
DDC
7
DF Dent & Co
Maryland
$53.9M +$12.8M +830,067 +26%
BAMCO Inc
8
BAMCO Inc
New York
$43.6M
Goldman Sachs
9
Goldman Sachs
New York
$39.8M -$5.08M -329,388 -10%
CCM
10
Copeland Capital Management
Pennsylvania
$37M +$5.6M +363,098 +15%
Jennison Associates
11
Jennison Associates
New York
$22.1M -$2.55M -165,727 -9%
State Street
12
State Street
Massachusetts
$19.9M +$606K +39,326 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$18.9M +$981K +63,662 +5%
Ameriprise
14
Ameriprise
Minnesota
$16.8M +$2.84M +184,485 +17%
GKIM
15
GW&K Investment Management
Massachusetts
$15.7M +$139K +9,021 +0.8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$12.9M +$4.41M +285,907 +42%
EA
17
Emerald Advisers
Pennsylvania
$12.5M +$1.96M +126,948 +16%
Northern Trust
18
Northern Trust
Illinois
$11.9M +$970K +62,926 +8%
ClearBridge Investments
19
ClearBridge Investments
New York
$11.4M -$363K -23,571 -3%
ACM
20
Advisors Capital Management
New Jersey
$11.2M +$454K +29,432 +4%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.1M +$1.47M +95,243 +14%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$9.54M +$4.58M +297,395 +72%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$9.23M -$5.12M -331,957 -33%
Millennium Management
24
Millennium Management
New York
$8.88M +$10.2M +661,078 New
UBS Group
25
UBS Group
Switzerland
$7.99M +$2.95M +191,441 +47%