undamentalytics Newsletter

Utz Brands, Inc.: which funds bought and sold

Institutions that bought and sold Utz Brands shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 140 institutions that filed 13F reports for both quarters added to or opened positions in Utz Brands, and 86 cut or closed them. Together they added a net 2.4M shares, +3.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.1M shares (−7.3%); index fund managers were net buyers of 1.1M shares (+5.7%). 39 opened a new position and 31 sold out entirely.

Bought, Q2 2026 140 institutions, 39 of them new holders Sold, Q2 2026 86 institutions, 31 of them sold out
Net change, all compared +2.4M shares (+3.2%)
Net change, active managers −2.1M shares (−7.3%), 22 bought, 24 sold

Buyers versus sellers

institutions compared, 260
Active managers and hedge funds 22 bought · 24 sold · −2.1M
Index fund managers 9 bought · 1 sold · +1.1M
Other institutions 109 bought · 61 sold · +3.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +1.5M +133.5% 2.6M $20.3M
Goldman Sachs Group Inc +1.2M +137.2% 2.1M $16.1M
Citadel Advisors LLC Hedge fund +1.1M +620.3% 1.3M $10.2M
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager +1.1M +138.1% 1.9M $14.5M
Systematic Financial Management LP +790K +93.0% 1.6M $12.6M
Point72 Asset Management, L.P. Hedge fund +740K +243.1% 1.0M $8M
Two Sigma Investments, LP Hedge fund +690K +40.0% 2.4M $18.6M
AQR Capital Management LLC Hedge fund +671K +340.8% 868K $6.7M
Martin & Co Inc +488K New position 488K $3.8M
Blackrock, Inc. Index funds +478K +8.5% 6.1M $47.1M
Focus Partners Wealth +398K +20.0% 2.4M $18.4M
Maverick Capital Ltd Hedge fund +253K New position 253K $2M
Russell Investments Group, Ltd. +236K +317.3% 310K $2.4M
Morgan Stanley +231K +38.9% 826K $6.4M
Royal Bank Of Canada +228K +24.3% 1.2M $9M
Quantinno Capital Management LP +200K +68.6% 491K $3.8M
Varcov Co. +198K New position 198K $1.5M
Dark Forest Capital Management LP +192K +624.8% 223K $1.7M
Landscape Capital Management, L.L.C. +189K +69.2% 462K $3.6M
D. E. Shaw & Co., Inc. Hedge fund +181K +14.0% 1.5M $11.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Alyeska Investment Group, L.P. Hedge fund −2.6M Sold out 0 —
Woodline Partners LP Hedge fund −1.6M Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −1.6M −61.2% 1.0M $7.8M
Df Dent & Co Inc −1.3M Sold out 0 —
Marshall Wace, LLP Hedge fund −1.2M −82.4% 256K $2M
Jpmorgan Chase & Co −626K −15.3% 3.5M $27.1M
Trexquant Investment LP Hedge fund −510K −58.0% 368K $2.8M
HRT Financial LP −408K Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −254K Sold out 0 —
Bank Of America Corp −228K −28.6% 568K $4.4M
Squarepoint Ops LLC Hedge fund −204K −44.8% 251K $1.9M
Millennium Management LLC Hedge fund −182K −14.7% 1.1M $8.1M
Copeland Capital Management, LLC Active manager −105K −2.6% 4.0M $30.5M
Magnetar Financial LLC Hedge fund −103K Sold out 0 —
Dimensional Fund Advisors LP −101K −5.1% 1.9M $14.6M
Algert Global LLC Hedge fund −99K −55.0% 81K $624,316
Qube Research & Technologies Ltd Hedge fund −83K Sold out 0 —
FMR LLC Active manager −75K −6.2% 1.1M $8.8M
Freestone Grove Partners LP Hedge fund −74K −73.3% 27K $207,130
Arrowstreet Capital, Limited Partnership Hedge fund −70K −65.8% 36K $280,480

New positions

largest by value
InstitutionSharesValue June 30, 2026
Martin & Co Inc 488K $3.8M
Maverick Capital LtdHedge fund 253K $2M
Varcov Co. 198K $1.5M
Renaissance Technologies LLCHedge fund 162K $1.2M
Ancora Advisors LLC 139K $1.1M
Inspire Investing, LLC 88K $679,540
Cm Wealth Advisors LLC 82K $628,012
Connor, Clark & Lunn Investment Management Ltd. 75K $579,325
Allstate Corp 57K $436,374
Ieq Capital, LLC 48K $366,312

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Alyeska Investment Group, L.P.Hedge fund 2.6M $20.3M
Woodline Partners LPHedge fund 1.6M $13M
Df Dent & Co Inc 1.3M $10.5M
HRT Financial LP 408K $3.2M
Tudor Investment Corp Et AlHedge fund 254K $2M
Magnetar Financial LLCHedge fund 103K $819,633
Qube Research & Technologies LtdHedge fund 83K $655,966
Victory Capital Management IncActive manager 66K $521,746
First Trust Advisors LP 61K $480,189
Drw Securities, LLC 34K $271,806

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
232
Ten largest holders
42.1%
of 13F-reported shares
Index fund managers
25.5%
of 13F-reported shares
Active managers and hedge funds
34.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 22 24 6 8 −2.1M −7.3%
Index fund managers 9 1 0 1 +1.1M +5.7%
Other institutions 109 61 33 22 +3.4M +12.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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