Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Utz Brands Inc (UTZ)

227 + Investors. Track Smart Money conviction in UTZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — UTZ

Based on 229 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UTZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
229 hedge funds hold UTZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UTZ is almost the same as a year ago (-6 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 60% buying

142 buying94 selling
Last quarter: 142 funds were net buyers (42 opened a brand new position + 100 added to an existing one). Only 94 were sellers (57 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 41 → 49 → 42. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 21% new
130 out of 229 hedge funds have held UTZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

38 → 29 → 41 → 49 → 42 new funds/Q
New funds entering each quarter: 29 → 41 → 49 → 42. A growing number of institutions are discovering UTZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Entry-cohort mix of 238 holders: 150 (63%) are 2+ year veterans, 34 entered 1–2 years ago, and 54 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
52 of 227 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in UTZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UTZ

In 2026 Q2, 142 hedge funds were net buyers of UTZ (42 opened a new position, 100 added to an existing one), while 94 reduced or exited (57 trimmed, 37 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 56% of total institutional value in UTZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 229.

Hedge Fund Ownership: UTZ

How many hedge funds hold UTZ — quarterly history vs. share price
Quarterly hedge fund ownership of UTZ vs. share price

Market Analysis: UTZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UTZ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: UTZ
227 + Investors

Track Smart Money conviction in UTZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 227 224 1.34%
13F Shares 76M 71M 6.99%
Total Value $557M $533M 4.48%
New Positions 42 49 -7
Increased Positions 99 75 +24
Closed Positions 37 56 -19
Reduced Positions 55 71 -16
Total Calls 4 3 33.33%
Total Puts 6 3 100.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: UTZ

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Institutional Holders (2026 Q2)

227 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UTZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UTZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Copeland Capital Management, LLC 0.63% 3,958,637 $30.5M
2 Martin & Co Inc /Tn/ 0.59% 487,863 $3.8M
3 VARCOV Co. 0.58% 197,854 $1.5M
4 nVerses Capital, LLC 0.55% 46,233 $356K
5 Outfitters Financial LLC 0.32% 59,770 $460K
6 Bridgefront Capital, LLC 0.28% 139,413 $1.1M
7 Ceredex Value Advisors LLC 0.26% 1,208,300 $9.3M
8 Systematic Financial Management LP 0.25% 1,639,136 $12.6M
9 Landscape Capital Management, L.L.C. 0.23% 461,657 $3.6M
10 Diamond Hill Capital Management, LLC (Investment Advisor) 0.12% 1,878,175 $14.5M
11 CastleKnight Management LP 0.11% 1,093,600 $8.4M
12 Cm Wealth Advisors LLC 0.11% 81,560 $628K
13 Dark Forest Capital Management LP 0.11% 222,520 $1.7M
14 Kimelman & Baird, LLC 0.07% 128,584 $990K
15 Beacon Investment Advisors LLC 0.05% 22,450 $173K
16 Levin Capital Strategies, L.P. 0.04% 78,086 $601K
17 Blueshift Asset Management, LLC 0.04% 20,409 $157K
18 Numerai GP LLC 0.04% 57,496 $443K
19 Personal Cfo Solutions, LLC 0.03% 26,172 $203K
20 First Bank & Trust 0.03% 24,754 $191K
21 Inspire Investing, LLC 0.03% 88,252 $680K
22 Sageworth Trust Co 0.03% 91,760 $707K
23 Atom Investors LP 0.02% 31,708 $244K
24 Advisors Capital Management, LLC 0.02% 260,486 $2.0M
25 Ancora Advisors LLC 0.02% 138,670 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Utz Brands Inc (UTZ)

What does the Smart Money Trend signal show for UTZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UTZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UTZ?

More buyers than sellers — 60% buying: Last quarter: 142 funds were net buyers (42 opened a brand new position + 100 added to an existing one). Only 94 were sellers (57 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UTZ holders?

Elite ownership — 56% AUM from top-100 funds: 52 of 227 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in UTZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UTZ?

57% of holders stayed for 2+ years: 130 out of 229 hedge funds have held UTZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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