Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Utz Brands Inc (UTZ)

223 + 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
↓ -6
Streak
3Q ▼
Buyers last Q
49%

Smart Money Signals — UTZ

Based on 224 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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 (96% of max)

96% of all-time peak
224 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.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
10 fewer hedge funds hold UTZ compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

125 buying128 selling
Last quarter: 128 funds reduced or exited vs 125 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new UTZ position: 37 → 29 → 41 → 49. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 20% new
125 out of 224 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.
💎

Buying through price weakness — shares -5%, value -31%

Value
-31%
Shares
-4%
Last quarter: funds added -5% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

42 → 37 → 29 → 41 → 49 new funds/Q
New funds entering each quarter: 37 → 29 → 41 → 49. A growing number of institutions are discovering UTZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 229 holders: 146 (64%) are 2+ year veterans, 29 entered 1–2 years ago, and 54 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
50 of 223 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q1, 125 hedge funds were net buyers of UTZ (49 opened a new position, 76 added to an existing one), while 128 reduced or exited (73 trimmed, 55 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 35% of total institutional value in UTZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 224.

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

-- --

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

Is It Too Late to Buy Utz Brands Inc (UTZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UTZ has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
UTZ
-11.0%
XLP
+1.6%

UTZ outperformed XLP by -12.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
UTZ
+0.1%
XLP
-1.6%

Since the filing became public, UTZ outperformed XLP by +1.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: UTZ
223 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 223 230 -3.04%
13F Shares 71M 75M -4.89%
Total Value $533M $776M -31.34%
New Positions 48 41 +7
Increased Positions 75 74 +1
Closed Positions 55 44 +11
Reduced Positions 71 85 -14
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: UTZ

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Valuation Measures Data as of: --

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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) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

223 + 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 Q1 · 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 Df Dent & Co Inc 0.20% 1,325,603 $10.5M
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 CastleKnight Management LP 0.13% 997,300 $7.9M
8 Beacon Investment Advisors LLC 0.07% 22,341 $177K
9 Bridgefront Capital, LLC 0.07% 33,927 $269K
10 Alyeska Investment Group, L.P. 0.06% 2,558,300 $20.3M
11 Trexquant Investment LP 0.05% 877,935 $7.0M
12 Woodline Partners LP 0.05% 1,642,579 $13.0M
13 Blueshift Asset Management, LLC 0.04% 16,379 $130K
14 Fox Run Management, L.L.C. 0.04% 28,633 $224K
15 Diamond Hill Capital Management Inc 0.04% 788,892 $6.2M
16 Kimelman & Baird, LLC 0.04% 55,984 $443K
17 Numerai GP LLC 0.03% 43,960 $348K
18 Sageworth Trust Co 0.03% 91,760 $727K
19 First Bank & Trust 0.03% 23,699 $188K
20 Levin Capital Strategies, L.P. 0.03% 50,184 $397K
21 Personal Cfo Solutions, LLC 0.03% 26,212 $208K
22 Balyasny Asset Management L.P. 0.03% 2,623,324 $20.8M
23 Shay Capital LLC 0.02% 37,750 $299K
24 Advisors Capital Management, LLC 0.02% 247,751 $2.0M
25 Dark Forest Capital Management LP 0.02% 30,700 $243K
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 — 3 quarters in a row: For 3 consecutive quarters, 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: 128 funds reduced or exited vs 125 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?

Strong quality — 35% AUM from major funds: 50 of 223 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UTZ?

56% of holders stayed for 2+ years: 125 out of 224 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.

Is it too late to buy Utz Brands Inc (UTZ) following the 2026 Q1 hedge fund 13F filings?

As of today, UTZ has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.6% for the XLP sector ETF — an outperformance of +1.7%. Since the quarter end (March 31, 2026), UTZ has gained -11.0% vs +1.6% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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