UTZ BRANDS INC UTZ
COM CL A · Common Stock · CUSIP 918090101
- SectorConsumer staples
- IndustryMiscellaneous Food Preparations & Kindred Products
- HeadquartersHanover, PA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.47. Options: 8 managers hold calls ($2.0m notional), 6 hold puts ($1.0m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 178 |
| Q4 2022 | 179 |
| Q1 2023 | 197 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 91 | 74 |
| Q1 2023 | 105 | 74 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $5.9m | $1.8m | 0.30 |
| Q4 2022 | $2.4m | $1.6m | 0.65 |
| Q1 2023 | $2.0m | $1.0m | 0.52 |
Biggest buyers
| NEUBERGER BERMAN GROUP LLC | Added | +928.8k |
| CITADEL ADVISORS LLC | Added | +590.7k |
| Engle Capital Management, L.P. | Added | +580.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +415.6k |
| DF DENT & CO INC | Added | +393.0k |
| AMERIPRISE FINANCIAL INC | Added | +337.7k |
| MORGAN STANLEY | Added | +304.2k |
| Champlain Investment Partners, LLC | Added | +288.3k |
| Copeland Capital Management, LLC | Added | +231.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +155.1k |
Biggest sellers
| SCOPUS ASSET MANAGEMENT, L.P. | Sold out | -1.2m |
| T. Rowe Price Investment Management, Inc. | Reduced | -1.1m |
| Driehaus Capital Management LLC | Reduced | -452.4k |
| PATHSTONE FAMILY OFFICE, LLC | Reduced | -298.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -220.2k |
| VANGUARD GROUP INC | Reduced | -107.3k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -72.3k |
| MARSHALL WACE, LLP | Reduced | -65.3k |
| Johnson & White Wealth Management, LLC | Sold out | -64.9k |
| GSA CAPITAL PARTNERS LLP | Sold out | -61.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $948.7k57.6k shares |
| CITADEL ADVISORS LLC | Reduced | $451.3k27.4k shares |
| JANE STREET GROUP, LLC | New | $326.1k19.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $103.0k6.3k shares |
| PEAK6 Investments LLC | New | $82.3k5.0k shares |
| GROUP ONE TRADING LLC | Reduced | $51.1k3.1k shares |
| Walleye Trading LLC | Reduced | $4.9k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $344.2k20.9k shares |
| Walleye Trading LLC | Reduced | $266.8k16.2k shares |
| CITADEL ADVISORS LLC | Unchanged | $250.3k15.2k shares |
| SIMPLEX TRADING, LLC | Unchanged | $159.0k9.7k shares |
| PEAK6 Investments LLC | New | $3.3k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Series R of UM Partners, LLC
13D · may seek influence
filed 2026-07-22
Stated purposeItem 4 of the Schedule 13D is hereby amended and restated in its entirety as follows: Merger Agreement; Merger Consideration and Treatment of Equity Awards As summarized under Item 3 above, on July 20, 2026, the Issuer, Acquiror, Merger Sub and Parent entered into the Merger Agreement. The Issuer's board of directors, acting on the unanimous recommendation of a special committee of the Issuer's board of directors, consisting only of directors that the Issuer's board of directors determined to each be a "disinterested director" (as defined in Section 144 of the General Corporation Law of the State of Delaware, as amended (the "DGCL")), with respect to the contemplated transactions (the "Special Committee"), has unanimously of all voting, among other things, (i) determined that the Merger… Full filing |
37.3% |
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 5.8% |
| DEROMEDI ROGER K 13G · exempt (held before listing) filed 2025-10-10 | 5.5% |
| GLAZER CAPITAL, LLC 13G · passive investor new · filed 2026-10-09 | 5.0% |
Fell to 5% or below in the last year: AMERIPRISE FINANCIAL INC (2.2%, 2026-05-15), JPMORGAN CHASE & CO (4.6%, 2026-05-13), VANGUARD GROUP INC (0.0%, 2026-03-27), INTEGRATED CORE STRATEGIES (US) LLC (2.9%, 2026-01-20)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 2 | $100.4k | 1 | $4.0m | — |
| Q1 2022 | 8 | $749.5k | 0 | — | — |
| Q2 2022 | 3 | $114.0k | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $307.9k | — |
| Q4 2022 | 1 | $12.4k | 3 | $2.0m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-17 | CC Collier Holdings, LLC 10% owner | Sold | $25.0m1.5m shares |
| 2023-03-17 | Chu Chinh 10% owner · See Footnote | Sold | $25.0m1.5m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 6.7m $110.9m | Reduced -107.3k |
| Champlain Investment Partners, LLC 0.59% of their portfolio | 5.7m $94.1m | Added +288.3k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 5.2m $85.1m | Added +102.5k |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 4.5m $74.8m | Added +928.8k |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 4.5m $73.9m | Reduced -1.1m |
| BlackRock Inc. 0.00% of their portfolio | 4.3m $70.1m | Added +29.7k |
| BAMCO INC /NY/ 0.16% of their portfolio | 3.2m $53.5m | Unchanged |
| DF DENT & CO INC 0.75% of their portfolio | 3.2m $53.4m | Added +393.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.2m $52.5m | Reduced -220.2k |
| Copeland Capital Management, LLC 0.92% of their portfolio | 2.4m $39.0m | Added +231.5k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 1.8m $29.8m | Added +98.6k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $22.2m | Added +25.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $20.4m | Added +40.2k |
| Engle Capital Management, L.P. 6.30% of their portfolio | 1.2m $19.2m | Added +580.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.1m $18.0m | Added +337.7k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 865.9k $14.3m | Added +16.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 825.0k $13.6m | Added +590.7k |
| Advisors Capital Management, LLC 0.32% of their portfolio | 749.7k $12.3m | Reduced -928 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 742.2k $12.2m | Added +14.7k |
| MORGAN STANLEY 0.00% of their portfolio | 699.3k $11.5m | Added +304.2k |
| EMERALD ADVISERS, LLC 0.50% of their portfolio | 629.4k $10.4m | Reduced -15.8k |
| DAVENPORT & Co LLC 0.06% of their portfolio | 491.2k $8.1m | Added +51.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 488.9k $8.1m | Reduced -1.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 476.1k $7.8m | Added +415.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 406.1k $6.7m | Added +11.4k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.38% of their portfolio | 391.7k $6.5m | Added +70.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 373.9k $6.2m | Added +941 |
| UBS Group AG 0.00% of their portfolio | 363.2k $6.0m | Added +9.1k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 357.7k $5.9m | Added +4.4k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 346.9k $5.7m | Reduced -1.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 336.3k $5.5m | Added +9.0k |
| Driehaus Capital Management LLC 0.08% of their portfolio | 325.0k $5.4m | Reduced -452.4k |
| PATHSTONE FAMILY OFFICE, LLC 0.08% of their portfolio | 299.6k $4.9m | Reduced -298.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 296.4k $4.9m | Reduced -35.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 261.7k $4.3m | Added +155.1k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio | 245.4k $4.0m | Reduced -18.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 240.3k $4.0m | Added +21.2k |
| Invesco Ltd. 0.00% of their portfolio | 236.9k $3.9m | Added +149.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 225.6k $3.7m | Reduced -13.7k |
| AMI ASSET MANAGEMENT CORP 0.23% of their portfolio | 218.4k $3.6m | Added +2.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 204.8k $3.4m | Added +203 |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 202.1k $3.3m | Added +109.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 193.2k $3.2m | Reduced -65.3k |
| Select Asset Management & Trust 2.80% of their portfolio | 193.0k $3.2m | Unchanged |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 165.6k $2.7m | Reduced -4.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 157.0k $2.6m | Added +102.2k |
| Bahl & Gaynor LLC 0.01% of their portfolio | 144.4k $2.4m | Added +2.6k |
| Swiss National Bank 0.00% of their portfolio | 139.5k $2.3m | Reduced -16.6k |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 133.6k $2.2m | Reduced -72.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 131.9k $2.2m | Added +22.5k |
| TD Asset Management Inc 0.00% of their portfolio | 131.1k $2.2m | Added +9.0k |
| Orion Porfolio Solutions, LLC 0.03% of their portfolio | 129.1k $2.1m | Reduced -13.5k |
| Orion Portfolio Solutions, LLC 0.03% of their portfolio | 129.1k $2.1m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 110.0k $1.8m | Added +3.6k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 108.9k $1.8m | Reduced -3.2k |
| Verition Fund Management LLC 0.02% of their portfolio | 92.7k $1.5m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 91.9k $1.5m | Added +34.8k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 89.0k $1.5m | Reduced -5.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 88.6k $1.5m | Added +15.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 86.7k $1.4m | Added +2.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 84.0k $1.4m | Added +13.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 81.2k $1.3m | Reduced -1.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 79.9k $1.3m | Added +885 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.15% of their portfolio | 66.4k $1.1m | New |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 64.2k $1.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 63.3k $1.0m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 62.9k $1.0m | Unchanged |
| CM WEALTH ADVISORS LLC 0.21% of their portfolio | 60.2k $1.1m | New |
| TOWNSQUARE CAPITAL LLC 0.02% of their portfolio | 59.0k $971.7k | Added +1.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 58.8k $969.0k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 56.5k $930.1k | Added +3.1k |
| GROUP ONE TRADING LLC 0.04% of their portfolio | 55.1k $907.4k | Reduced -5.2k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 52.5k $865.2k | Reduced -57 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.06% of their portfolio | 50.5k $832.4k | Unchanged |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 48.2k $794.2k | Added +6.0k |
| Trexquant Investment LP 0.02% of their portfolio | 46.5k $765.2k | New |
| OUTFITTERS FINANCIAL LLC 0.69% of their portfolio | 46.4k $764.9k | Reduced -400 |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio | 45.9k $755.7k | Added +12.1k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 41.6k $685.3k | Reduced -861 |
| Capital Impact Advisors, LLC 0.82% of their portfolio | 40.5k $667.1k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 39.8k $656.1k | Reduced -5.0k |
| Dynamic Technology Lab Private Ltd 0.06% of their portfolio | 38.0k $627.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 36.0k $593.1k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 35.0k $576.1k | Reduced -15.8k |
| BARCLAYS PLC 0.00% of their portfolio | 34.5k $568.5k | Added +16.9k |
| DIVERSIFIED TRUST CO 0.02% of their portfolio | 33.7k $554.6k | Added +2.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 33.2k $547.0k | Added +4.2k |
| HRT FINANCIAL LP 0.01% of their portfolio | 31.8k $523.0k | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 31.7k $522.4k | Added +632 |
| Snowden Capital Advisors LLC 0.02% of their portfolio | 31.2k $513.8k | Reduced -1.5k |
| LPL Financial LLC 0.00% of their portfolio | 28.8k $475.0k | Reduced -1.2k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 28.3k $466.2k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 28.0k $460.6k | Added +15.5k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 27.8k $457.9k | Added +1.6k |
| SG Americas Securities, LLC 0.01% of their portfolio | 27.3k $449.0k | Added +20.7k |
| Oliver Luxxe Assets LLC 0.12% of their portfolio | 27.2k $447.5k | New |
| Legal & General Group Plc 0.00% of their portfolio | 26.8k $441.6k | Added +1.6k |
| Quantbot Technologies LP 0.03% of their portfolio | 26.5k $436.8k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 25.6k $421.3k | Unchanged |
| Centiva Capital, LP 0.02% of their portfolio | 25.4k $418.8k | New |