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Utz Brands
UTZ

204 hedge funds and large institutions have $1.23B invested in Utz Brands in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 68 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

30% more capital invested

Capital invested by funds: $943M → $1.23B (+$285M)

13% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 68

7% more funds holding

Funds holding: 190 → 204 (+14)

6.68% more ownership

Funds ownership: 86.48% → 93.16% (+6.7%)

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
77
Reduced
68
Closed
21
Calls
$11.3M
Puts
$1.45M
Net Calls
+$9.89M
Net Calls Change
+$8.85M

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$61.5M
2
Millennium Management
Millennium Management
New York
+$16.6M
3
BlackRock
BlackRock
New York
+$8.49M
4
Ameriprise
Ameriprise
Minnesota
+$6.65M
5
RAM
Readystate Asset Management
Illinois
+$5.93M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$16.6M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$8.03M
3
Jennison Associates
Jennison Associates
New York
-$6.44M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.36M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.43M

UTZ Hedge Fund Activity: Q4 2023 in Review

204 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2023, worth a combined $1.23B — up 30% 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 77 added to existing stakes and 68 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $61.5M. 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 $1.23B of Utz Brands stock for Q4 2023, up 30% 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 Neuberger Berman Group, an estimated $61.5M 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.