Utz Brands Inc (CCH) Ownership

Institutions
Mutual Funds

Institutional Ownership

T. Rowe Price Associates, Inc. is the biggest individual institutional holder of Utz Brands Inc (CCH), owning a total of 6.3 million shares. Combined, the top 20 institutional holders of CCH own 33.31% of the company with a total of 43.8 million shares.

In the latest ownership report on December 31st 2020, the top 20 institutional holders increased their combined ownership of CCH by 5.6 million shares. 11 institutions bought 6,245,980 total additional shares and increased their ownership by an average of 44.84%. However 4 institutions sold 633,146 total shares and decreased their ownership by an average of 8.98%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Utz Brands increased by a net total of 5,612,834 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Associates, Inc.	4.812%	3.761%	6,324,933	229,283	2020-12-31
BAMCO Inc	3.880%	-4.673%	5,100,000	-250,000	2020-12-31
Neuberger Berman Group LLC	3.722%	27.543%	4,891,714	1,056,378	2020-12-31
Vanguard Group Inc	3.102%	28.777%	4,077,104	911,082	2020-12-31
Goldman Sachs Group Inc	2.329%	99.435%	3,061,237	1,526,284	2020-12-31
Engle Capital Management, L.P.	1.598%	0.000%	2,100,000	0	2020-12-31
Champlain Investment Partners, LLC	1.290%	120.562%	1,695,545	926,805	2020-12-31
Wells Fargo & Co	1.266%	53.439%	1,664,140	579,581	2020-12-31
ClearBridge Advisors, LLC	0.917%	-14.106%	1,205,654	-198,006	2020-12-31
Lazard Asset Management LLC	0.908%	6.491%	1,193,494	72,750	2020-12-31
Manufacturers Life Insurance Co	0.715%	-16.239%	939,578	-182,161	2020-12-31
Jennison Associates LLC	0.607%	34.361%	797,975	204,072	2020-12-31
JPMorgan Chase & Co	0.502%	86.127%	660,248	305,518	2020-12-31
Geode Capital Management, LLC	0.272%	0.000%	357,853	357,853	2020-12-31
UBS Group AG	0.250%	-0.898%	328,680	-2,979	2020-12-31
Holocene Advisors, LP	0.247%	0.000%	325,000	0	2020-12-31
Bank of America Corp	0.236%	32.690%	310,008	76,374	2020-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Associates, Inc.	4.812%	3.761%	6,324,933	229,283	2020-12-31
BAMCO Inc	3.880%	-4.673%	5,100,000	-250,000	2020-12-31
Neuberger Berman Group LLC	3.722%	27.543%	4,891,714	1,056,378	2020-12-31
Vanguard Group Inc	3.102%	28.777%	4,077,104	911,082	2020-12-31
Southpoint Capital Advisors LP	3.043%	45.455%	4,000,000	1,250,000	2020-09-30
Morgan Stanley - Brokerage Accounts	2.554%	-3.468%	3,356,625	-120,574	2020-09-30
Goldman Sachs Group Inc	2.329%	99.435%	3,061,237	1,526,284	2020-12-31
Engle Capital Management, L.P.	1.598%	0.000%	2,100,000	0	2020-12-31
Champlain Investment Partners, LLC	1.290%	120.562%	1,695,545	926,805	2020-12-31
Wells Fargo & Co	1.266%	53.439%	1,664,140	579,581	2020-12-31
Scopus Asset Management, LLC	1.065%	0.000%	1,400,000	1,400,000	2020-09-30
ClearBridge Advisors, LLC	0.917%	-14.106%	1,205,654	-198,006	2020-12-31
Lazard Asset Management LLC	0.908%	6.491%	1,193,494	72,750	2020-12-31
Manufacturers Life Insurance Co	0.715%	-16.239%	939,578	-182,161	2020-12-31
Jennison Associates LLC	0.607%	34.361%	797,975	204,072	2020-12-31
JPMorgan Chase & Co	0.502%	86.127%	660,248	305,518	2020-12-31
Geode Capital Management, LLC	0.272%	0.000%	357,853	357,853	2020-12-31
UBS Group AG	0.250%	-0.898%	328,680	-2,979	2020-12-31
Holocene Advisors, LP	0.247%	0.000%	325,000	0	2020-12-31
Bank of America Corp	0.236%	32.690%	310,008	76,374	2020-12-31

Mutual Fund Ownership

Champlain Small Company Fund, LLC is the biggest individual fund holder of Utz Brands Inc (CCH), owning a total of 3.8 million shares. Combined, the top 31 mutual fund holders of CCH own 56.09% of the company with a total of 50.5 million shares.

In the latest ownership report on May 31st 2024, the top 31 fund holders increased their combined ownership of CCH by 310 thousand shares. 5 funds bought 77,600 total additional shares and increased their ownership by an average of 1.24%. However 2 funds sold 387,498 total shares and decreased their ownership by an average of 11.6%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Utz Brands decreased by a net total of -309,898 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Champlain Small Company Fund, LLC	4.719%	-0.516%	3,844,565	-19,935	2024-05-31
Vanguard Total Stock Mkt Idx Inv	2.332%	0.000%	1,900,249	0	2024-05-31
Vanguard Small Cap Index	1.906%	0.236%	1,552,707	3,660	2024-05-31
CT American Smaller Coms(US) InstAccGBP	1.795%	1.055%	1,462,154	15,259	2024-05-31
CT (Lux) American Smaller Com 9U USD	1.686%	3.160%	1,373,378	42,073	2024-05-31
DF Dent Mid Cap Growth	1.538%	-22.681%	1,253,017	-367,563	2024-05-31
Vanguard Institutional Extnd Mkt Idx Tr	1.263%	0.743%	1,029,320	7,590	2024-05-31
Vanguard Small Cap Growth Index Inv	1.085%	1.031%	883,859	9,018	2024-05-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Champlain Small Company Fund, LLC	4.719%	-0.516%	3,844,565	-19,935	2024-05-31
Baron Opp. Small Cap Growth Strategy	3.989%	0.000%	3,250,000	0	2024-03-31
Baron Small Cap Retail	3.989%	0.000%	3,250,000	0	2024-03-31
Neuberger Berman Genesis Inv	3.278%	-2.350%	2,670,593	-64,280	2024-03-31
JPMorgan Small Cap Equity A	3.037%	0.000%	2,474,381	0	2024-04-30
JPM US Small Cap Core-Composite	3.037%	-24.070%	2,474,381	-784,372	2024-03-31
Champlain Small Company Adv	2.566%	-8.314%	2,090,440	-189,560	2024-03-31
Morgan Stanley Inst Inception I	1.467%	97.423%	1,927,572	951,207	2020-12-31
Morgan Stanley Inception	1.467%	97.423%	1,927,572	951,207	2020-12-31
Vanguard Total Stock Mkt Idx Inv	2.332%	0.000%	1,900,249	0	2024-05-31
T. Rowe Price US Small-Cap Core Equity	2.199%	7.951%	1,791,401	131,948	2024-03-31
T. Rowe Price Small-Cap Stock	2.199%	7.951%	1,791,401	131,948	2024-03-31
iShares Russell 2000 ETF	1.998%	0.765%	1,627,656	12,364	2024-05-30
Vanguard Small Cap Index	1.906%	0.236%	1,552,707	3,660	2024-05-31
CT American Smaller Coms(US) InstAccGBP	1.795%	1.055%	1,462,154	15,259	2024-05-31
CT (Lux) American Smaller Com 9U USD	1.686%	3.160%	1,373,378	42,073	2024-05-31
Old Westbury Small & Mid Cap Strategies	1.614%	0.000%	1,315,000	0	2024-01-31
DF Dent Mid Cap Growth	1.538%	-22.681%	1,253,017	-367,563	2024-05-31
Wells Fargo Special Small Cap Value A	0.936%	4.941%	1,229,679	57,900	2021-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.263%	0.743%	1,029,320	7,590	2024-05-31
Goldman Sachs Small Cap Value A	0.772%	21.252%	1,014,265	177,769	2020-12-31
Baron Discovery Institutional	0.761%	-20.000%	1,000,000	-250,000	2020-12-31
Baron Discovery Strategy	0.761%	-20.000%	1,000,000	-250,000	2020-12-31
EQ/Morgan Stanley Small Cap Growth K	0.739%	18.224%	971,125	149,697	2021-01-31
Neuberger Berman Long Short Instl	0.707%	-5.041%	928,600	-49,300	2021-02-28
TD Global Conservative Opps - I	0.705%	0.000%	927,200	0	2020-06-30
T. Rowe Price U.S. SC Core Eq Tr-Z	1.136%	3.889%	925,566	34,646	2024-03-31
ClearBridge Small Cap C	0.673%	-15.311%	885,000	-160,000	2020-12-31
Vanguard Small Cap Growth Index Inv	1.085%	1.031%	883,859	9,018	2024-05-31
T. Rowe Price Instl Small-Cap Stock	0.671%	1.719%	881,760	14,900	2020-12-31
T. Rowe Price Small-Cap Value	1.072%	0.000%	873,000	873,000	2024-03-31