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 ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.44. Options: 9 managers hold calls ($6.9m notional), 7 hold puts ($3.6m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 178 |
| Q4 2022 | 179 |
| Q1 2023 | 197 |
| Q2 2023 | 189 |
| Q3 2023 | 190 |
| Q4 2023 | 204 |
| Q1 2024 | 199 |
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 |
| Q2 2023 | 101 | 76 |
| Q3 2023 | 108 | 73 |
| Q4 2023 | 108 | 89 |
| Q1 2024 | 103 | 91 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $2.9m | $1.4m | 0.49 |
| Q3 2023 | $1.7m | $684.2k | 0.40 |
| Q4 2023 | $12.3m | $1.4m | 0.12 |
| Q1 2024 | $6.9m | $3.6m | 0.53 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +2.3m |
| T. Rowe Price Investment Management, Inc. | Added | +1.7m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +983.1k |
| READYSTATE ASSET MANAGEMENT LP | Added | +765.1k |
| MARSHALL WACE, LLP | Added | +660.1k |
| AMERIPRISE FINANCIAL INC | Added | +411.3k |
| Point72 Asset Management, L.P. | New | +404.3k |
| CRAWFORD INVESTMENT COUNSEL INC | New | +215.5k |
| JENNISON ASSOCIATES LLC | Added | +176.0k |
| BARCLAYS PLC | Added | +129.2k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -1.9m |
| GOLDMAN SACHS GROUP INC | Reduced | -696.8k |
| Advisors Capital Management, LLC | Reduced | -555.2k |
| Champlain Investment Partners, LLC | Reduced | -483.4k |
| VANGUARD GROUP INC | Reduced | -395.0k |
| CITADEL ADVISORS LLC | Reduced | -284.9k |
| BlackRock Inc. | Reduced | -268.2k |
| DF DENT & CO INC | Reduced | -189.4k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -187.4k |
| Weiss Multi-Strategy Advisers LLC | Sold out | -185.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.6m194.0k shares |
| Caption Management, LLC | New | $1.5m81.0k shares |
| SIMPLEX TRADING, LLC | Added | $803.0k43.6k shares |
| CITADEL ADVISORS LLC | Reduced | $555.0k30.1k shares |
| WOLVERINE TRADING, LLC | New | $221.3k12.0k shares |
| GROUP ONE TRADING LLC | Added | $90.4k4.9k shares |
| PEAK6 Investments LLC | Added | $73.8k4.0k shares |
| Walleye Capital LLC | Unchanged | $57.2k3.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.8m96.4k shares |
| Caption Management, LLC | New | $1.5m81.0k shares |
| CITADEL ADVISORS LLC | Added | $191.8k10.4k shares |
| PEAK6 Investments LLC | Unchanged | $121.7k6.6k shares |
| SIMPLEX TRADING, LLC | Added | $60.0k3.3k shares |
| GROUP ONE TRADING LLC | New | $3.7k200 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 2024
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 2022 | 3 | $114.0k | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $307.9k | — |
| Q4 2022 | 1 | $12.4k | 3 | $2.0m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 1 | $250.0k | 1 | $174.8k | $174.8k |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 3 | $317.0k | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $3.1m | $3.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-14 | CC Collier Holdings, LLC 10% owner | Sold | $4.4m244.7k shares |
| 2024-03-14 | Chu Chinh 10% owner · See Footnote | Sold | $4.4m244.7k shares |
| 2024-03-13 | CC Collier Holdings, LLC 10% owner | Sold | $1.6m92.2k shares |
| 2024-03-13 | Chu Chinh 10% owner · See Footnote | Sold | $1.6m92.2k shares |
| 2024-03-04 | Series U of UM Partners, LLC 10% owner | Sold | $7.8m446.2k shares |
| 2024-03-04 | Series R of UM Partners, LLC 10% owner | Sold | $1.4m78.8k shares |
| 2024-02-26 | DEROMEDI ROGER K Director · See Footnote | Sold plan | $72.4k3.8k shares |
| 2024-02-23 | DEROMEDI ROGER K Director · See Footnote | Sold plan | $453.2k23.7k shares |
| 2024-02-22 | DEROMEDI ROGER K Director · See Footnote | Sold plan | $254.7k13.4k shares |
| 2024-02-20 | DEROMEDI ROGER K Director · See Footnote | Sold plan | $133.7k7.0k shares |
| 2024-02-16 | DEROMEDI ROGER K Director · See Footnote | Sold plan | $1.3m69.3k shares |
| 2024-02-15 | DEROMEDI ROGER K Director · See Footnote | Sold plan | $612.2k32.1k shares |
| 2024-02-12 | DEROMEDI ROGER K Director · See Footnote | Sold plan | $255.9k13.4k shares |
| 2024-02-12 | Series U of UM Partners, LLC 10% owner | Sold plan | $111.6k5.9k shares |
| 2024-02-12 | Series R of UM Partners, LLC 10% owner | Sold plan | $19.7k1.0k 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 2024
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.01% of their portfolio | 8.3m $153.6m | Reduced -1.9m |
| VANGUARD GROUP INC 0.00% of their portfolio | 6.4m $117.7m | Reduced -395.0k |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 5.8m $106.1m | Added +1.7m |
| BlackRock Inc. 0.00% of their portfolio | 5.3m $98.0m | Reduced -268.2k |
| Champlain Investment Partners, LLC 0.54% of their portfolio | 5.2m $95.0m | Reduced -483.4k |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 4.5m $83.4m | Reduced -187.4k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 4.2m $77.2m | Added +2.3m |
| DF DENT & CO INC 0.83% of their portfolio | 3.7m $67.7m | Reduced -189.4k |
| BAMCO INC /NY/ 0.16% of their portfolio | 3.2m $59.9m | Unchanged |
| Copeland Capital Management, LLC 1.02% of their portfolio | 3.0m $55.9m | Added +81.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 2.2m $39.9m | Added +411.3k |
| STATE STREET CORP 0.00% of their portfolio | 1.6m $29.4m | Added +8.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.5m $28.0m | Added +43.5k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 1.3m $24.6m | Added +176.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.2m $22.9m | Added +31.2k |
| READYSTATE ASSET MANAGEMENT LP 0.80% of their portfolio | 1.2m $22.4m | Added +765.1k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $22.1m | Added +49.4k |
| GW&K Investment Management, LLC 0.18% of their portfolio | 1.1m $19.9m | Added +27.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 1.0m $18.7m | Added +983.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.0m $18.6m | Reduced -696.8k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 975.6k $18.0m | Added +660.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 963.7k $17.8m | Added +34.0k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 874.1k $16.1m | Added +18.8k |
| EMERALD ADVISERS, LLC 0.59% of their portfolio | 796.8k $14.7m | Added +21.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 681.4k $12.6m | Added +19.5k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.61% of their portfolio | 633.9k $11.7m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 606.9k $11.2m | Added +3.3k |
| Gratus Capital, LLC 0.48% of their portfolio | 566.0k $10.4m | Added +13.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 546.5k $10.1m | Added +624 |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 436.8k $8.1m | Reduced -19.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 435.4k $8.0m | Reduced -20.4k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 404.3k $7.5m | New |
| DAVENPORT & Co LLC 0.05% of their portfolio | 403.3k $7.4m | Reduced -73.4k |
| BARCLAYS PLC 0.00% of their portfolio | 402.1k $7.4m | Added +129.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 338.9k $6.2m | Reduced -30.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 310.8k $5.7m | Reduced -37.7k |
| Vestcor Inc 0.19% of their portfolio | 306.3k $5.6m | Added +54.8k |
| Verition Fund Management LLC 0.05% of their portfolio | 294.7k $5.4m | Added +59.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 242.8k $4.5m | Reduced -1.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 226.2k $4.2m | Added +12.9k |
| CRAWFORD INVESTMENT COUNSEL INC 0.07% of their portfolio | 215.5k $4.0m | New |
| AMI ASSET MANAGEMENT CORP 0.20% of their portfolio | 208.5k $3.8m | Added +14.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 187.9k $3.5m | Added +3.1k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 177.9k $3.3m | Reduced -1.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 175.4k $3.2m | Reduced -123.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 168.7k $3.1m | Added +11.1k |
| Bahl & Gaynor LLC 0.02% of their portfolio | 165.3k $3.0m | Added +21.7k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.01% of their portfolio | 162.5k $3.0m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 157.3k $2.9m | Added +84.3k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 148.4k $2.7m | Reduced -40.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 140.7k $2.6m | Added +112.3k |
| Advisors Capital Management, LLC 0.05% of their portfolio | 139.1k $2.6m | Reduced -555.2k |
| Swiss National Bank 0.00% of their portfolio | 135.9k $2.5m | Unchanged |
| Pathstone Holdings, LLC 0.01% of their portfolio | 135.0k $2.5m | Reduced -1.3k |
| Select Asset Management & Trust 0.90% of their portfolio | 118.0k $2.2m | Reduced -75.0k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.19% of their portfolio | 115.2k $2.1m | New |
| TD Asset Management Inc 0.00% of their portfolio | 112.4k $2.1m | Added +8.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 110.1k $2.0m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 98.5k $1.8m | Added +14.4k |
| Orion Porfolio Solutions, LLC 0.02% of their portfolio | 97.0k $1.8m | Added +38.0k |
| Orion Portfolio Solutions, LLC 0.02% of their portfolio | 97.0k $1.8m | Added +38.0k |
| BESSEMER GROUP INC 0.00% of their portfolio | 96.4k $1.8m | Reduced -8.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 95.8k $1.8m | Added +1.3k |
| PEAK6 Investments LLC 0.08% of their portfolio | 88.3k $1.6m | Added +70.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 81.9k $1.5m | Added +3.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 77.2k $1.4m | Added +36.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 73.5k $1.4m | Added +28.5k |
| Squarepoint Ops LLC 0.01% of their portfolio | 69.8k $1.3m | Added +45.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 69.3k $1.3m | Reduced -4.0k |
| Legal & General Group Plc 0.00% of their portfolio | 61.7k $1.1m | Reduced -386 |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 61.0k $1.1m | Reduced -3.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 60.1k $1.1m | Added +4.0k |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 59.4k $1.1m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 58.7k $1.1m | Reduced -601 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 57.9k $1.1m | Added +2.5k |
| Walleye Capital LLC 0.01% of their portfolio | 56.5k $1.0m | Reduced -11.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 55.0k $1.0m | New |
| OUTFITTERS FINANCIAL LLC 0.81% of their portfolio | 53.8k $991.4k | Reduced -450 |
| DIVERSIFIED TRUST CO 0.02% of their portfolio | 42.9k $791.9k | Added +4.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 41.0k $756.7k | Added +1.5k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 40.5k $746.3k | Reduced -38.4k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio | 39.2k $722.3k | Reduced -5.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 39.1k $720.3k | Unchanged |
| SeaCrest Wealth Management, LLC 0.09% of their portfolio | 38.7k $714.5k | Reduced -540 |
| LPL Financial LLC 0.00% of their portfolio | 38.1k $702.2k | Reduced -2.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 35.7k $658.4k | Added +2.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 35.5k $654.7k | Reduced -305 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 35.1k $647.2k | Added +100 |
| AQR Arbitrage LLC 0.02% of their portfolio | 35.0k $645.4k | New |
| Creative Planning 0.00% of their portfolio | 34.4k $633.5k | Added +11.2k |
| TOWNSQUARE CAPITAL LLC 0.01% of their portfolio | 31.4k $578.2k | Reduced -5.1k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 31.3k $577.7k | Added +710 |
| CITIGROUP INC 0.00% of their portfolio | 30.0k $553.8k | Reduced -1.8k |
| Snowden Capital Advisors LLC 0.02% of their portfolio | 29.7k $548.3k | Reduced -1.9k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 28.3k $481.8k | Reduced -3.5k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 28.2k $520.2k | Added +8.8k |
| Crestline Management, L.P. 0.05% of their portfolio | 28.0k $516.3k | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 27.8k $513.1k | Added +2 |
| Cresset Asset Management, LLC 0.00% of their portfolio | 27.6k $509.2k | Added +1.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 27.6k $509.0k | Added +11 |