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Utz Brands, Inc. hedge fund holdings

UTZNYSE
$14.28+0.01 (+0.07% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

UTZ · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+17.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202510778$173M$83.9M221Aug 14, 2025
Q3 20258968$137M$70.9M224Nov 14, 2025
Q4 202582102$105M$224M215Feb 14, 2026
Q1 20269498$123M$123M216May 15, 2026
Q2 202611164$111M$89.9M221Aug 14, 2026

Quarterly action breakdown

Q2 2026
221 filers
New position
35
$13.9M+1.8M sh
Increased
76
$96.7M+12.6M sh
Reduced
40
-$43.5M-5.65M sh
Out / sold
24
-$46.4M-6.03M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
First Eagle Investment Management, LLCAdded 133.46%+$11.6M$20.3M0.02%Aug 24, 2026
DF Dent & Co IncSell 100%-$10.5M$00.00%Aug 14, 2026
Diamond Hill Capital Management, LLC (Investment Advisor)Added 138.08%+$8.39M$14.5M0.12%Aug 6, 2026
Systematic Financial Management LPAdded 92.96%+$6.08M$12.6M0.25%Aug 14, 2026
Martin & Co IncNew Buy+$3.76M$3.76M0.59%Aug 12, 2026
Maverick Capital LtdNew Buy+$1.95M$1.95M0.02%Aug 14, 2026
Quantinno Capital Management LPAdded 68.57%+$1.54M$3.78M0.00%Aug 13, 2026
VARCOV Co.New Buy+$1.52M$1.52M0.58%Aug 14, 2026
Thompson Siegel & Walmsley LLCAdded 9.68%+$1.18M$13.4M0.24%Aug 11, 2026
Jennison Associates LLCAdded 9.19%+$986K$11.7M0.01%Aug 3, 2026
Bridgefront Capital, LLCAdded 310.92%+$812K$1.07M0.28%Aug 14, 2026
Copeland Capital Management, LLCReduce 2.58%-$808K$30.5M0.63%Aug 4, 2026
CastleKnight Management LPAdded 9.66%+$742K$8.42M0.11%Aug 14, 2026
Jefferies Financial Group Inc.Added 353.20%+$680K$872K0.01%Aug 17, 2026
Inspire Investing, LLCNew Buy+$680K$680K0.03%Aug 12, 2026
CM Wealth Advisors LLCNew Buy+$628K$628K0.11%Aug 10, 2026
Freestone Grove Partners LPReduce 73.26%-$567K$207K0.00%Aug 14, 2026
Kimelman & Baird, LLCAdded 129.68%+$559K$990K0.07%Aug 18, 2026
Massachusetts Financial Services CoReduce 4.98%-$525K$10M0.00%Aug 3, 2026
Allstate CorpNew Buy+$436K$436K0.00%Aug 13, 2026
Ceredex Value Advisors LLCReduce 4.44%-$433K$9.3M0.26%Aug 11, 2026
nVerses Capital, LLCNew Buy+$356K$356K0.55%Aug 4, 2026
SageView Advisory Group, LLCNew Buy+$354K$354K0.01%Aug 10, 2026
Diversify Advisory Services, LLCNew Buy+$317K$317K0.01%Aug 10, 2026
Vident Advisory, LLCAdded 128.66%+$301K$535K0.00%Aug 12, 2026
Fox Run Management, L.L.C.Sell 100%-$224K$00.00%Aug 4, 2026
Levin Capital Strategies, L.P.Added 55.60%+$215K$601K0.04%Jul 31, 2026
Handelsbanken Fonder ABSell 100%-$177K$00.00%Jul 10, 2026
Gotham Asset Management, LLCNew Buy+$161K$161K0.00%Aug 14, 2026
Oppenheimer Asset Management Inc.Reduce 60.29%-$135K$88.8K0.00%Aug 3, 2026
Caxton Associates LLPReduce 50.25%-$116K$114K0.00%Aug 14, 2026
Numerai GP LLCAdded 30.79%+$104K$443K0.04%Aug 14, 2026
Advisors Capital Management, LLCAdded 5.14%+$98.1K$2.01M0.02%Aug 11, 2026
Atria Investments, IncSell 100%-$89K$00.00%Jul 28, 2026
Axq Capital, LPNew Buy+$80.3K$80.3K0.01%Aug 6, 2026
Snowden Capital Advisors LLCReduce 17.27%-$52K$249K0.01%Aug 13, 2026
Graham Capital Management, L.P.Added 8.19%+$41.6K$549K0.01%Aug 14, 2026
Versant Capital Management, IncAdded 363.52%+$36.8K$46.9K0.00%Jul 2, 2026
Ensign Peak Advisors, IncReduce 27.12%-$35.8K$96.2K0.00%Aug 14, 2026
Blueshift Asset Management, LLCAdded 24.60%+$31K$157K0.04%Aug 14, 2026
Diversify Wealth Management, LLCAdded 9.24%+$26.8K$317K0.01%Jul 30, 2026
Keybank National AssociationAdded 15.99%+$26K$188K0.00%Jul 28, 2026
DAVENPORT & Co LLCAdded 8.34%+$25.4K$331K0.00%Jul 13, 2026
IMC-Chicago, LLCAdded 16.40%+$23.1K$164K0.00%Aug 6, 2026
Hazlett, Burt & Watson, Inc.New Buy+$23K$23K0.01%Jul 30, 2026
MML Investors Services, LLCAdded 11.81%+$14.4K$136K0.00%Aug 7, 2026
King Luther Capital Management CorpAdded 0.40%+$11.2K$2.8M0.01%Aug 10, 2026
Quent Capital, LLCNew Buy+$11K$11K0.00%Aug 7, 2026
Inscription Capital, LLCAdded 6.57%+$9.18K$149K0.01%Aug 13, 2026
First Bank & TrustAdded 4.45%+$8.12K$191K0.03%Jul 9, 2026
Centerpoint Advisors, LLCNew Buy+$8K$8K0.00%Aug 5, 2026
Outfitters Financial LLCReduce 0.99%-$4.62K$460K0.32%Aug 10, 2026
Synergy Investment Management, LLCNew Buy+$3.71K$3.71K0.00%Aug 14, 2026
Owl Creek Wealth Partners LLCNew Buy+$3.54K$3.54K0.00%Jul 20, 2026
WPG Advisers, LLCAdded 283.33%+$3.54K$4.78K0.00%Aug 6, 2026
&PartnersReduce 3.58%-$3.04K$81.9K0.00%Aug 14, 2026
Bessemer Group IncReduce 0.70%-$2.27K$324K0.00%Aug 12, 2026
Aster Capital Management (DIFC) LtdNew Buy+$2.22K$2.22K0.00%Aug 14, 2026
DV Equities, LLCSell 100%-$2.08K$00.00%Aug 14, 2026
Ameriflex Group, Inc.New Buy+$1.95K$1.95K0.00%Aug 14, 2026
Silver Grove Financial Group, Inc.New Buy+$1.69K$1.69K0.00%Aug 13, 2026
Pinnacle Wealth Planning Services, Inc.Reduce 48.00%-$1.48K$1.6K0.00%Aug 7, 2026
MassMutual Private Wealth & Trust, FSBAdded 660.87%+$1.17K$1.35K0.00%Jul 2, 2026
Beacon Investment Advisors LLCAdded 0.49%+$839$173K0.05%Aug 13, 2026
Cornerstone Financial Management LLCNew Buy+$647$6470.00%Aug 28, 2026
Fulcrum Asset Management LLPNew Buy+$610$6100.00%Aug 18, 2026
Investors Portfolio Services LLCSell 100%-$482$00.00%Aug 14, 2026
Personal Cfo Solutions, LLCReduce 0.15%-$311$203K0.03%Aug 7, 2026
Strive Financial Group ,LLCNew Buy+$208$2080.00%Aug 17, 2026
Cassaday & Co Wealth Management LLCSell 100%-$198$00.00%Aug 10, 2026
Rossby Financial, LCCAdded 4.66%+$131$2.94K0.00%Aug 4, 2026
Newton One Investments LLCAdded 0.81%+$108$13.4K0.00%Jul 22, 2026
Whipplewood Advisors, LLCSell 100%-$48$00.00%Jul 27, 2026
Dunhill Financial, LLCSell 100%-$14$00.00%Aug 7, 2026
Hughes Financial Services, LLCSell 100%-$8$00.00%Jul 20, 2026

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