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Utz Brands

204 hedge funds and large institutions have $1.16B invested in Utz Brands in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

683% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $1.45M

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $943M → $1.16B (+$218M)

10% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 69

7% more funds holding

Funds holding: 190204 (+14)

1.58% more ownership

Funds ownership: 86.48%88.07% (+1.6%)

Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
2.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
76
Reduced
69
Closed
21
Calls
$11.3M
Puts
$1.45M
Net Calls
+$9.89M
Net Calls Change
+$8.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$110M +$302K +22,908 +0.3%
CIP
2
Champlain Investment Partners
Vermont
$91.5M -$4.03M -305,340 -5%
BlackRock
3
BlackRock
New York
$90.7M +$8.49M +643,282 +13%
JP Morgan Chase
4
JP Morgan Chase
New York
$82.9M -$4.43M -335,419 -6%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$76.5M -$713K -54,058 -1%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$66.6M -$3.32M -251,691 -6%
DDC
7
DF Dent & Co
Maryland
$62.7M -$1.98M -150,013 -4%
BAMCO Inc
8
BAMCO Inc
New York
$52.8M
CCM
9
Copeland Capital Management
Pennsylvania
$47.9M +$2.63M +199,472 +7%
Millennium Management
10
Millennium Management
New York
$31.2M +$16.6M +1,259,969 +191%
Ameriprise
11
Ameriprise
Minnesota
$28.5M +$6.65M +503,905 +40%
Goldman Sachs
12
Goldman Sachs
New York
$27.7M -$16.6M -1,256,067 -42%
State Street
13
State Street
Massachusetts
$25.8M +$1.48M +112,379 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$24M +$928K +70,315 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$19.7M +$3.31M +250,557 +26%
Jennison Associates
16
Jennison Associates
New York
$18.8M -$6.44M -488,098 -30%
Morgan Stanley
17
Morgan Stanley
New York
$18.6M +$7.72M +584,761 +104%
GKIM
18
GW&K Investment Management
Massachusetts
$17.1M -$1.49M -112,992 -10%
Northern Trust
19
Northern Trust
Illinois
$15.1M +$537K +40,675 +5%
ClearBridge Investments
20
ClearBridge Investments
New York
$13.9M +$82.6K +6,258 +0.7%
EA
21
Emerald Advisers
Pennsylvania
$12.6M -$2.05M -155,039 -17%
ACM
22
Advisors Capital Management
New Jersey
$11.3M -$1.89M -143,204 -17%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$10.7M -$637K -48,299 -7%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.3M -$1.56M -118,186 -16%
UBS Group
25
UBS Group
Switzerland
$9.8M +$118K +8,936 +2%

UTZ Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2023, worth a combined $1.16B — up 23% from $943M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UTZ positions and 21 closed out — a net gain of 17 holders — while 76 added to existing stakes and 69 trimmed.

The largest buyer was Millennium Management, adding an estimated $16.6M. The largest seller was Goldman Sachs, cutting an estimated $16.6M.

  • 204 institutional investors held Utz Brands (UTZ) as of Q4 2023, up from 190 in Q3 2023.
  • Funds reported $1.16B of Utz Brands stock for Q4 2023, up 23% quarter-over-quarter.
  • 38 funds opened new Utz Brands positions in Q4 2023 and 21 closed out, a net change of +17 holders.
  • The largest Utz Brands buyer in Q4 2023 was Millennium Management, an estimated $16.6M added.
  • The largest Utz Brands seller in Q4 2023 was Goldman Sachs, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2023.