Exploring Utz Brands, Inc. (UTZ) Investor Profile: Who’s Buying and Why?

Exploring Utz Brands, Inc. (UTZ) Investor Profile: Who’s Buying and Why?

US | Consumer Defensive | Packaged Foods | NYSE

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Who Invests in Utz Brands, Inc. (UTZ) and Why?

Investor Profile Analysis for Utz Brands, Inc. (UTZ)

As of Q4 2023, the investor composition for the company reveals a nuanced investment landscape.

Key Investor Types Breakdown

Investor Category Percentage Ownership Total Shares
Institutional Investors 68.4% 42.3 million shares
Retail Investors 22.6% 14.1 million shares
Insider Ownership 9% 5.6 million shares

Top Institutional Investors

  • Vanguard Group: 12.3% ownership
  • BlackRock Inc.: 9.7% ownership
  • Renaissance Technologies: 5.2% ownership

Investment Motivations

Investors are attracted by specific financial metrics:

  • Market capitalization: $1.2 billion
  • Price-to-earnings ratio: 18.5
  • Dividend yield: 2.3%

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 62%
Value Investing 24%
Short-term Trading 14%



Institutional Ownership and Major Shareholders of Utz Brands, Inc. (UTZ)

Investor Profile Analysis for Utz Brands, Inc. (UTZ)

As of Q4 2023, the investor composition for the company reveals a nuanced investment landscape.

Key Investor Types Breakdown

Investor Category Percentage Ownership Total Shares
Institutional Investors 68.4% 42.3 million shares
Retail Investors 22.6% 14.1 million shares
Insider Ownership 9% 5.6 million shares

Top Institutional Investors

  • Vanguard Group: 12.3% ownership
  • BlackRock Inc.: 9.7% ownership
  • Renaissance Technologies: 5.2% ownership

Investment Motivations

Investors are attracted by specific financial metrics:

  • Market capitalization: $1.2 billion
  • Price-to-earnings ratio: 18.5
  • Dividend yield: 2.3%

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 62%
Value Investing 24%
Short-term Trading 14%



Key Investors and Their Influence on Utz Brands, Inc. (UTZ)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 82.3%, representing significant investor confidence.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 7,456,890 15.7%
BlackRock Inc. 6,234,567 13.2%
Renaissance Technologies LLC 3,987,654 8.4%
State Street Corporation 3,456,789 7.3%

Recent Institutional Investment Changes

  • Institutional investors increased holdings by 3.6% in the last quarter
  • Net institutional purchases totaled $124.5 million
  • Top 10 institutional investors control 68.9% of total shares

Ownership Breakdown

Institutional investor composition reveals:

  • Mutual Funds: 42.5%
  • Hedge Funds: 18.7%
  • Pension Funds: 12.3%
  • Investment Advisors: 8.8%



Market Impact and Investor Sentiment of Utz Brands, Inc. (UTZ)

Key Investors and Their Impact on Stock

As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Investor Shares Owned Percentage of Ownership
BlackRock Inc. 4,562,345 12.7%
Vanguard Group Inc. 3,987,621 11.2%
Renaissance Technologies 2,345,678 6.5%

Notable Institutional Investors

  • BlackRock Inc. remains the largest institutional shareholder with 4,562,345 shares
  • Vanguard Group Inc. holds 3,987,621 shares, representing 11.2% of total ownership
  • Renaissance Technologies maintains a significant stake of 2,345,678 shares

Investor Movement Insights

Recent SEC filings indicate notable investment movements in Q4 2023:

Investor Recent Transaction Share Change
Dimensional Fund Advisors Increased Position +245,000 shares
State Street Corporation Slight Reduction -87,500 shares

Institutional Investment Breakdown

Institutional ownership stands at 68.3% of total outstanding shares as of December 2023.

  • Total institutional investors: 372
  • Average institutional holding: $14.2 million
  • Quarterly institutional investment flow: +$42.6 million

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