Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UTZ BRANDS INC (UTZ)

222 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — UTZ

Based on 218 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UTZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
218 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

114 buying121 selling
Last quarter: 121 funds reduced or exited vs 114 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new UTZ position: 39 → 33 → 29 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
131 out of 218 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.
➡️

Steady discovery — ~40 new funds/quarter

27 → 39 → 33 → 29 → 40 new funds/Q
New funds entering each quarter: 39 → 33 → 29 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 222 current holders: 152 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
37 of 218 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 2025 Q4, 114 hedge funds were net buyers of UTZ (40 opened a new position, 74 added to an existing one), while 121 reduced or exited (80 trimmed, 41 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in UTZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 218.

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

Consumer Defensive Packaged Foods

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 0 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: UTZ
2026 Q1 Stats Unlock in 6 days 222 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 222 224 -0.89%
13F Shares 74M 80M -6.68%
Total Value $773M $965M -19.92%
New Positions 40 30 +10
Increased Positions 77 100 -23
Closed Positions 41 31 +10
Reduced Positions 90 75 +15
Total Calls 3 5 -40.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.4 Bullish

Statistics: UTZ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

222 + investors

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

Top 25 institutional holders of UTZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Copeland Capital Management, LLC 0.72% 4,063,561 $32.2M
2 OUTFITTERS FINANCIAL LLC 0.37% 60,370 $478K
3 Ceredex Value Advisors LLC 0.32% 1,264,500 $10.0M
4 THOMPSON SIEGEL & WALMSLEY LLC 0.22% 1,588,297 $13K
5 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.15% 849,461 $6.7M
6 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.14% 272,920 $2.2M
7 GW&K Investment Management, LLC 0.10% 1,444,512 $11K
8 GSA CAPITAL PARTNERS LLP 0.10% 193,028 $2K
9 BEACON INVESTMENT ADVISORS LLC 0.07% 22,341 $177K
10 Blueshift Asset Management, LLC 0.04% 16,379 $130K
11 FOX RUN MANAGEMENT, L.L.C. 0.04% 28,633 $224K
12 DIAMOND HILL CAPITAL MANAGEMENT INC 0.04% 788,892 $6.2M
13 Kimelman & Baird, LLC 0.04% 55,984 $443K
14 Sageworth Trust Co 0.03% 91,760 $727K
15 First Bank & Trust 0.03% 23,699 $188K
16 LEVIN CAPITAL STRATEGIES, L.P. 0.03% 50,184 $397K
17 PERSONAL CFO SOLUTIONS, LLC 0.03% 26,212 $208K
18 Advisors Capital Management, LLC 0.02% 247,751 $2.0M
19 ALGERT GLOBAL LLC 0.02% 180,320 $1K
20 PITCAIRN CO 0.02% 17,062 $207K
21 Inscription Capital, LLC 0.02% 18,150 $144K
22 KING LUTHER CAPITAL MANAGEMENT CORP 0.01% 362,223 $2.9M
23 First Eagle Investment Management, LLC 0.01% 1,129,750 $8.9M
24 Magnetar Financial LLC 0.01% 103,489 $820K
25 HRT FINANCIAL LP 0.01% 407,981 $3.2M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UTZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UTZ?

More sellers than buyers — 49% buying: Last quarter: 121 funds reduced or exited vs 114 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UTZ holders?

Elite ownership — 49% AUM from top-100 funds: 37 of 218 holders are among the 100 largest funds by AUM, controlling 49% 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?

60% of holders stayed for 2+ years: 131 out of 218 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.