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Utz Brands (UTZ) Institutional Ownership

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$16.76 +0.17 (+1.02%)
(As of 11/20/2024 ET)

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

Current
Institutional Ownership
Percentage
95.97%
Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$67.34M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$132.63M
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UTZ Institutional Buying and Selling by Quarter

Utz Brands Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Neo Ivy Capital Management15,920$282K0.1%N/A0.011%
11/16/2024 Geode Capital Management LLC1,548,231$27.41M0.0%+3.2%1.099%
11/15/2024 Vestcor Inc296,100$5.24M0.2%+11.4%0.210%
11/15/2024 Barclays PLC555,477$9.83M0.0%+21.4%0.394%
11/15/2024 MML Investors Services LLC13,347$236K0.0%-20.8%0.009%
11/15/2024 Orion Portfolio Solutions LLC85,577$1.52M0.0%-5.4%0.061%
11/15/2024 DF Dent & Co. Inc.1,217,329$21.55M0.3%-60.0%0.864%
11/15/2024 Jane Street Group LLC147,898$2.62M0.0%-8.1%0.105%
11/15/2024 State Street Corp1,758,961$31.26M0.0%+9.5%1.248%
11/15/2024 Stifel Financial Corp196,251$3.47M0.0%+6.3%0.139%
11/15/2024 Readystate Asset Management LP289,000$5.12M0.1%-46.4%0.205%
11/15/2024 NFJ Investment Group LLC93,258$1.65M0.0%N/A0.066%
11/15/2024 HighTower Advisors LLC20,237$358K0.0%-11.8%0.014%
11/14/2024 Verition Fund Management LLC80,230$1.42M0.0%-66.4%0.057%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC137,460$2.43M0.0%-10.1%0.098%
11/13/2024 Townsquare Capital LLC27,837$493K0.0%-8.9%0.020%
11/13/2024 FMR LLC6,343$112K0.0%-22.0%0.005%
11/13/2024 Quantbot Technologies LP42,082$745K0.0%-36.9%0.030%
11/13/2024 Dynamic Technology Lab Private Ltd15,877$281K0.0%-73.3%0.011%
11/12/2024 Champlain Investment Partners LLC4,588,206$81.21M0.5%-10.4%3.257%
11/12/2024 Charles Schwab Investment Management Inc.571,161$10.11M0.0%+5.2%0.405%
11/9/2024 Intech Investment Management LLC16,987$301K0.0%N/A0.012%
11/8/2024 King Luther Capital Management Corp243,146$4.30M0.0%+42.7%0.173%
11/8/2024 Jennison Associates LLC1,545,257$27.35M0.0%-25.9%1.097%
11/6/2024 Oppenheimer Asset Management Inc.32,604$577K0.0%-14.9%0.023%
11/5/2024 Victory Capital Management Inc.1,474,047$26.09M0.0%+19.0%1.046%
11/5/2024 GSA Capital Partners LLP165,896$2.94M0.2%+100.0%0.118%
11/4/2024 State of New Jersey Common Pension Fund D116,544$2.06M0.0%+16.1%0.083%
10/29/2024 Emerald Advisers LLC440,096$7.79M0.3%-41.6%0.312%
10/29/2024 Emerald Mutual Fund Advisers Trust321,951$5.70M0.3%-49.2%0.229%
10/25/2024 Diversify Wealth Management LLC17,470$293K0.0%-8.4%0.012%
10/25/2024 AMI Asset Management Corp81,273$1.44M0.1%-5.8%0.058%
10/25/2024 Smith Group Asset Management LLC27,093$480K0.0%+24.2%0.019%
10/24/2024 First Bank & Trust12,660$224K0.0%-6.6%0.009%
10/23/2024 Legacy Wealth Asset Management LLC40,176$711K0.2%+11.6%0.029%
10/21/2024 Copeland Capital Management LLC3,058,049$54.13M0.9%+0.2%2.172%
10/16/2024 nVerses Capital LLC8,000$142K0.1%N/A0.006%
10/11/2024 Creative Planning29,236$517K0.0%-21.3%0.021%
10/3/2024 SG Americas Securities LLC23,510$416K0.0%+279.2%0.017%
8/27/2024 Clearbridge Investments LLC715,495$11.91M0.0%-18.1%0.508%
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8/21/2024 Truist Financial Corp24,209$403K0.0%+20.8%0.017%
8/19/2024 Kimelman & Baird LLC54,484$907K0.1%N/A0.039%
8/16/2024 Creative Planning37,155$618K0.0%+8.2%0.026%
8/15/2024 The Manufacturers Life Insurance Company34,458$573K0.0%-3.5%0.024%
8/15/2024 Dark Forest Capital Management LP22,754$379K0.1%N/A0.016%
8/15/2024 Deerfield Management Company L.P. Series C40,097$667K0.0%N/A0.028%
8/14/2024 Squarepoint Ops LLC31,983$532K0.0%-54.2%0.023%
8/14/2024 Marshall Wace LLP812,646$13.52M0.0%-16.7%0.577%
8/13/2024 Sei Investments Co.205,751$3.42M0.0%+9.5%0.146%
8/13/2024 King Luther Capital Management Corp170,390$2.84M0.0%+4.8%0.121%
8/13/2024 Canada Pension Plan Investment Board4,800$80K0.0%N/A0.003%
8/13/2024 Public Employees Retirement Association of Colorado12,759$212K0.0%-27.1%0.009%
8/12/2024 MQS Management LLC11,249$187K0.1%N/A0.008%
8/12/2024 XTX Topco Ltd11,099$185K0.0%N/A0.008%
8/12/2024 First Eagle Investment Management LLC441,396$7.35M0.0%+1.0%0.313%
8/12/2024 Mercer Global Advisors Inc. ADV119,043$1.98M0.0%N/A0.085%
8/9/2024 Renaissance Technologies LLC53,500$890K0.0%N/A0.038%
8/9/2024 Dimensional Fund Advisors LP1,190,524$19.81M0.0%-4.3%0.845%
8/8/2024 Envestnet Asset Management Inc.696,019$11.58M0.0%+2.1%0.494%
8/8/2024 Oppenheimer Asset Management Inc.38,302$637K0.0%-2.2%0.027%
8/8/2024 American Century Companies Inc.81,441$1.36M0.0%+10.9%0.058%
8/8/2024 State of New Jersey Common Pension Fund D100,343$1.67M0.0%-32.4%0.071%
8/8/2024 Bahl & Gaynor Inc.239,961$3.99M0.0%+45.1%0.170%
8/7/2024 Choreo LLC11,724$195K0.0%N/A0.008%
8/6/2024 Emerald Advisers LLC752,957$12.53M0.5%-5.5%0.535%
8/5/2024 Victory Capital Management Inc.1,238,425$20.61M0.0%+22.0%0.879%
8/1/2024 Rhumbline Advisers99,286$1.65M0.0%+3.6%0.071%
8/1/2024 Natixis Advisors LLC160,831$2.68M0.0%-9.6%0.114%
7/31/2024 Picton Mahoney Asset Management325,810$5.42M0.2%N/A0.231%
7/29/2024 Principal Financial Group Inc.54,939$914K0.0%N/A0.039%
7/26/2024 Verdence Capital Advisors LLC18,506$308K0.0%-18.6%0.013%
7/26/2024 Bank of New York Mellon Corp446,918$7.44M0.0%+2.6%0.317%
7/25/2024 AMI Asset Management Corp86,263$1.44M0.1%-58.6%0.061%
7/22/2024Fifth Third Bancorp2,665$44K0.0%N/A0.002%
7/16/2024 Envestnet Portfolio Solutions Inc.11,838$197K0.0%+11.6%0.008%
7/16/2024 Diversified Trust Co44,870$747K0.0%+4.5%0.032%
7/12/2024 SG Americas Securities LLC6,200$103K0.0%N/A0.004%
5/17/2024 Comerica Bank16,491$304K0.0%+5.4%0.012%
5/16/2024 California State Teachers Retirement System69,262$1.28M0.0%-5.5%0.049%
5/15/2024 Price T Rowe Associates Inc. MD57,879$1.07M0.0%+4.6%0.041%
5/13/2024 Bessemer Group Inc.96,380$1.78M0.0%-8.2%0.068%
5/13/2024 Clearbridge Investments LLC874,124$16.12M0.0%+2.2%0.621%
5/13/2024 Champlain Investment Partners LLC5,151,390$94.99M0.5%-8.6%3.658%
5/11/2024 Bahl & Gaynor Inc.165,328$3.05M0.0%+15.1%0.117%
5/10/2024 Vanguard Group Inc.6,385,328$117.75M0.0%-5.8%4.536%
5/9/2024 Orion Portfolio Solutions LLC96,992$1.79M0.0%+64.5%0.069%
5/9/2024 First Eagle Investment Management LLC436,846$8.06M0.0%-4.2%0.310%
5/8/2024 ProShare Advisors LLC12,944$239K0.0%+8.5%0.009%
5/8/2024 Russell Investments Group Ltd.58,662$1.08M0.0%-1.0%0.042%
5/7/2024 Sei Investments Co.187,940$3.47M0.0%+1.7%0.134%
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5/7/2024 Oppenheimer Asset Management Inc.39,170$722K0.0%-12.5%0.028%
5/6/2024 Quantbot Technologies LP12,987$239K0.0%N/A0.009%
5/6/2024 Envestnet Portfolio Solutions Inc.10,610$196K0.0%N/A0.008%
5/2/2024 Jennison Associates LLC1,331,581$24.55M0.0%+15.2%0.946%
5/1/2024 Mirae Asset Global Investments Co. Ltd.28,306$482K0.0%-10.9%0.020%
5/1/2024 Diversify Advisory Services LLC19,296$359K0.0%N/A0.014%
4/30/2024Norden Group LLC33,627$620K0.0%N/A0.024%
4/26/2024 Verdence 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%
(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, 148 institutional investors and hedge funds held shares of Utz Brands. The most heavily invested institutionals were Vanguard Group Inc. ($117.75M), JPMorgan Chase & Co. ($87.33M), Champlain Investment Partners LLC ($81.21M), Neuberger Berman Group LLC ($57.28M), Copeland Capital Management LLC ($54.13M), State Street Corp ($31.26M), 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 120 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: Copeland Capital Management LLC ($1.03M), Barclays PLC ($689.90K), Engle Capital Management L.P. ($586K), Gratus Capital LLC ($552.37K), Victory Capital Management Inc. ($492.58K), Champlain Investment Partners LLC ($490.26K), and Jennison Associates LLC ($482.34K).

How much institutional buying is happening at Utz Brands?

Institutional investors have bought a total of 11,141,036 shares in the last 24 months. This purchase volume represents approximately $177.27M in transactions.

Which Utz Brands major shareholders have been selling company stock?

Of the 74 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: DF Dent & Co. Inc. ($1.83M), Goldman Sachs Group Inc. ($1.26M), Rockefeller Capital Management L.P. ($1.23M), Jennison Associates LLC ($1.20M), Champlain Investment Partners LLC ($1.02M), JPMorgan Chase & Co. ($396.70K), and Vanguard Group Inc. ($395.02K).

How much institutional selling is happening at Utz Brands?

Institutional investors have sold a total of 10,266,629 shares in the last 24 months. This volume of shares sold represents approximately $173.23M in transactions.



This page (NYSE:UTZ) was last updated on 11/21/2024 by MarketBeat.com Staff
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