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Utz Brands (UTZ) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Utz Brands (NYSE:UTZ)

Current
Institutional Ownership
Percentage
95.97%
Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$103.98M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$41.56M
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UTZ Institutional Buying and Selling by Quarter

Utz Brands Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Verdence Capital Advisors LLC22,746$419K0.0%+45.3%0.016%
4/19/2024 AMI Asset Management Corp208,465$3.84M0.2%+7.3%0.148%
4/19/2024 Legacy Wealth Asset Management LLC25,914$478K0.1%+12.8%0.018%
4/19/2024 Norden Group LLC33,627$620K0.0%N/A0.024%
4/18/2024 Diversified Trust Co42,945$792K0.0%+11.7%0.031%
4/12/2024 Harbor Investment Advisory LLC6,050$112K0.0%-12.2%0.004%
3/11/2024Vanguard Group Inc.6,780,350$110.11M0.0%+0.3%4.817%
3/1/2024Goldman Sachs Group Inc.1,704,451$27.68M0.0%-42.4%1.213%
2/20/2024Readystate Asset Management LP449,600$7.30M0.2%N/A0.320%
2/14/2024VitalStone Financial LLC29,430$478K0.4%N/A0.021%
2/14/2024Personal CFO Solutions LLC20,572$334K0.1%+8.8%0.015%
2/14/2024Waterloo Capital L.P.10,435$169K0.0%N/A0.007%
2/12/2024Harvest Investment Services LLC44,780$727K0.3%N/A0.032%
2/12/2024TD Asset Management Inc104,086$1.69M0.0%-13.2%0.074%
2/12/2024Parallel Advisors LLC9,924$161K0.0%+11.6%0.007%
2/9/2024Orion Portfolio Solutions LLC58,945$1.03M0.0%-47.1%0.042%
2/9/2024Commerce Bank14,555$236K0.0%-17.4%0.010%
2/9/2024Delta Asset Management LLC TN5,000$81K0.0%+100.0%0.004%
2/9/2024King Luther Capital Management Corp162,513$2.64M0.0%+175.1%0.116%
2/9/2024GW&K Investment Management LLC1,053,907$17.12M0.2%-9.7%0.750%
2/9/2024Trexquant Investment LP82,801$1.35M0.0%N/A0.059%
2/9/2024Clearbridge Investments LLC855,338$13.89M0.0%+0.7%0.609%
2/9/2024UBS Group AG603,579$9.80M0.0%+1.5%0.430%
2/8/2024First Eagle Investment Management LLC455,946$7.41M0.0%+11.5%0.325%
2/7/2024Gratus Capital LLC552,370$8.97M0.5%+14.7%0.393%
2/7/2024Dimensional Fund Advisors LP1,212,493$19.69M0.0%+26.0%0.863%
2/7/2024Cary Street Partners Investment Advisory LLC17,890$291K0.0%-31.4%0.013%
2/7/2024Outfitter Financial LLC54,215$880K0.8%+10.1%0.039%
2/6/2024Charles Schwab Investment Management Inc.545,867$8.87M0.0%+2.3%0.389%
2/6/2024 Amalgamated Bank10,073$164K0.0%-6.4%0.007%
2/6/2024SRS Capital Advisors Inc.3,464$56K0.0%+120.2%0.002%
2/6/2024Natixis Advisors L.P.179,031$2.91M0.0%+60.1%0.127%
2/6/2024Swiss National Bank135,900$2.21M0.0%-10.3%0.097%
2/5/2024Victory Capital Management Inc.31,886$518K0.0%+52.4%0.023%
2/5/2024Russell Investments Group Ltd.59,263$962K0.0%+20.9%0.042%
2/2/2024Truist Financial Corp21,492$349K0.0%-12.9%0.015%
2/2/2024Bahl & Gaynor Inc.143,600$2.33M0.0%-1.5%0.102%
2/2/2024State of New Jersey Common Pension Fund D188,726$3.07M0.0%+16.2%0.134%
2/1/2024Jennison Associates LLC1,155,625$18.77M0.0%-29.7%0.823%
2/1/2024Handelsbanken Fonder AB10,400$169K0.0%N/A0.007%
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2/1/2024Verdence Capital Advisors LLC15,655$254K0.0%-26.9%0.011%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 17,566$285K0.0%+28.4%0.013%
1/26/2024Cerity Partners LLC10,264$167K0.0%N/A0.007%
1/24/2024 International Assets Investment Management LLC5,473$89K0.0%+1,428.8%0.004%
1/23/2024DAVENPORT & Co LLC476,654$7.74M0.1%-1.6%0.339%
1/19/2024 AMI Asset Management Corp194,201$3.15M0.2%-11.5%0.138%
1/19/2024 Copeland Capital Management LLC2,952,337$47.95M1.0%+7.2%2.101%
1/18/2024 SeaCrest Wealth Management LLC39,285$675K0.1%N/A0.028%
1/16/2024 Simon Quick Advisors LLC14,834$241K0.0%-4.5%0.011%
1/16/2024 Raymond James Financial Services Advisors Inc.30,619$497K0.0%-40.2%0.022%
1/12/2024 First Bank & Trust13,536$220K0.1%+8.7%0.010%
1/10/2024Dfpg Investments LLC21,153$361K0.0%-6.1%0.015%
12/18/2023Vanguard Group Inc.6,757,442$90.75M0.0%+0.2%4.810%
11/17/2023 Diversified Trust Co38,455$516K0.0%+6.1%0.027%
11/16/2023Advisors Capital Management LLC837,521$11.25M0.3%+3.6%0.596%
11/14/2023Sherbrooke Park Advisers LLC10,146$136K0.0%N/A0.007%
11/14/2023Alpine Global Management LLC52,000$698K0.2%N/A0.037%
11/14/2023MQS Management LLC11,883$160K0.1%-8.7%0.008%
11/13/2023Natixis Advisors L.P.111,859$1.50M0.0%+2.4%0.080%
11/13/2023Personal CFO Solutions LLC18,908$254K0.0%+6.7%0.013%
11/13/2023Cary Street Partners Investment Advisory LLC26,060$350K0.0%-48.6%0.019%
11/13/2023Stifel Financial Corp137,448$1.85M0.0%+14.8%0.098%
11/13/2023Clearbridge Investments LLC849,080$11.40M0.0%-2.7%0.604%
11/13/2023Dark Forest Capital Management LP30,076$404K0.0%+30.3%0.021%
11/13/2023Hsbc Holdings PLC15,184$203K0.0%+25.7%0.011%
11/13/2023Envestnet Asset Management Inc.710,165$9.54M0.0%+72.0%0.505%
11/13/2023Envestnet Portfolio Solutions Inc.12,244$164K0.0%N/A0.009%
11/13/2023PNC Financial Services Group Inc.7,091$95K0.0%-10.4%0.005%
11/9/2023Deutsche Bank AG40,122$539K0.0%-67.7%0.029%
11/9/2023 Oliver Luxxe Assets LLC63,512$853K0.2%+121.4%0.045%
11/9/2023UBS Group AG594,643$7.99M0.0%+47.5%0.423%
11/8/2023State of New Jersey Common Pension Fund D162,444$2.18M0.0%+11.5%0.116%
11/8/2023HighTower Advisors LLC20,477$272K0.0%+15.6%0.015%
11/8/2023Pathstone Family Office LLC300,466$4.04M0.0%+0.3%0.214%
11/8/2023Charles Schwab Investment Management Inc.533,635$7.17M0.0%+4.5%0.380%
11/8/2023First Eagle Investment Management LLC409,027$5.49M0.0%+96.5%0.291%
11/8/2023Swiss National Bank151,500$2.04M0.0%+1.1%0.108%
11/8/2023Keybank National Association OH21,606$290K0.0%-8.3%0.015%
11/7/2023Barclays PLC365,124$4.90M0.0%+30.8%0.260%
11/6/2023Victory Capital Management Inc.20,918$281K0.0%N/A0.015%
11/4/2023Jackson Creek Investment Advisors LLC63,466$852K0.4%N/A0.045%
11/1/2023Orion Portfolio Solutions LLC111,362$1.50M0.0%-7.6%0.079%
10/31/2023Jennison Associates LLC1,643,723$22.08M0.0%-9.2%1.170%
10/27/2023Emerald Mutual Fund Advisers Trust752,119$10.10M0.6%+14.5%0.535%
10/26/2023Gratus Capital LLC481,615$6.47M0.4%N/A0.343%
10/26/2023Emerald Advisers LLC929,896$12.49M0.6%+15.8%0.662%
10/26/2023Mirae Asset Global Investments Co. Ltd.31,774$427K0.0%+12.3%0.023%
10/25/2023Verdence Capital Advisors LLC21,420$288K0.0%+92.2%0.015%
10/24/2023Bank of New York Mellon Corp389,397$5.23M0.0%+0.9%0.277%
10/24/2023 Simon Quick Advisors LLC15,540$209K0.0%N/A0.011%
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10/24/2023 Raymond James Financial Services Advisors Inc.51,183$687K0.0%+3.9%0.036%
10/24/2023 Raymond James & Associates17,835$240K0.0%+27.4%0.013%
10/24/2023 Cambridge Investment Research Advisors Inc.19,938$268K0.0%N/A0.014%
10/23/2023 Copeland Capital Management LLC2,752,865$36.97M0.8%+15.2%1.959%
10/20/2023 AMI Asset Management Corp219,546$2.95M0.2%-3.9%0.156%
10/20/2023Outfitter Financial LLC49,245$661K0.6%+2.1%0.035%
10/17/2023DAVENPORT & Co LLC484,490$6.51M0.0%-4.5%0.345%
10/11/2023 First Bank & Trust12,453$167K0.0%+8.4%0.009%
9/21/2023Barclays PLC279,171$4.57M0.0%+708.8%0.199%
9/1/2023 Portside Wealth Group LLC183,435$3.00M0.2%N/A0.131%
(Data available from 1/1/2016 forward)

UTZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UTZ shares?

During the previous two years, 144 institutional investors and hedge funds held shares of Utz Brands. The most heavily invested institutionals were Vanguard Group Inc. ($110.11M), Champlain Investment Partners LLC ($96.79M), JPMorgan Chase & Co. ($87.33M), Neuberger Berman Group LLC ($57.28M), DF Dent & Co. Inc. ($53.36M), Copeland Capital Management LLC ($47.95M), and Goldman Sachs Group Inc. ($27.68M).Learn more on UTZ's institutional investors.

What percentage of Utz Brands stock is owned by institutional investors?

95.97% of Utz Brands stock is owned by institutional investors. Learn more on UTZ's institutional investor holdings.

Which institutional investors have been buying Utz Brands stock?

Of the 119 institutional investors that purchased Utz Brands stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: DF Dent & Co. Inc. ($2.38M), Copeland Capital Management LLC ($2.38M), Jennison Associates LLC ($846.04K), JPMorgan Chase & Co. ($786.07K), Emerald Advisers LLC ($770.74K), Envestnet Asset Management Inc. ($602.99K), and Barclays PLC ($592.13K).

How much institutional buying is happening at Utz Brands?

Institutional investors have bought a total of 16,791,548 shares in the last 24 months. This purchase volume represents approximately $251.05M in transactions.

Which Utz Brands major shareholders have been selling company stock?

Of the 64 institutional investors that sold Utz Brands stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.88M), Goldman Sachs Group Inc. ($1.26M), Lazard Asset Management LLC ($1.24M), Rockefeller Capital Management L.P. ($1.24M), Neuberger Berman Group LLC ($770.02K), Jennison Associates LLC ($683.11K), and JPMorgan Chase & Co. ($396.70K).

How much institutional selling is happening at Utz Brands?

Institutional investors have sold a total of 8,932,562 shares in the last 24 months. This volume of shares sold represents approximately $135.74M in transactions.


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This page (NYSE:UTZ) was last updated on 4/26/2024 by MarketBeat.com Staff

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