Utz Brands
223 hedge funds and large institutions have $1.23B invested in Utz Brands in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 70 reducing their positions, and 20 closing their positions.
1,272% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $1.16M
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
20% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 70
5% more funds holding
Funds holding: 213 → 223 (+10)
3.64% more ownership
Funds ownership: 91.26% → 94.9% (+3.6%)
8% less capital invested
Capital invested by funds: $1.33B → $1.23B (-$107M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$19.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.8M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$10.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.84M |
| 5 |
Goldman Sachs
New York
|
+$6.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$11.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.92M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.75M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$2.64M |
| 5 |
Squarepoint
New York
|
-$2.15M |
UTZ Hedge Fund Activity: Q4 2024 in Review
223 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Utz Brands (UTZ) for Q4 2024, worth a combined $1.23B — down 8% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UTZ positions and 20 closed out — a net gain of 13 holders — while 84 added to existing stakes and 70 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $19.9M. The largest seller was Marshall Wace, cutting an estimated $11.5M.
- 223 institutional investors held Utz Brands (UTZ) as of Q4 2024, up from 213 in Q3 2024.
- Funds reported $1.23B of Utz Brands stock for Q4 2024, down 8% quarter-over-quarter.
- 33 funds opened new Utz Brands positions in Q4 2024 and 20 closed out, a net change of +13 holders.
- The largest Utz Brands buyer in Q4 2024 was JP Morgan Chase, an estimated $19.9M added.
- The largest Utz Brands seller in Q4 2024 was Marshall Wace, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2024.