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

Baron Opp. Small Cap Growth Strategy is the biggest individual fund holder of Utz Brands Inc (CCH), owning a total of 4.1 million shares. Combined, the top 20 mutual fund holders of CCH own 23.15% of the company with a total of 30.4 million shares.

In the latest ownership report on February 28th 2021, the top 20 fund holders increased their combined ownership of CCH by 40 thousand shares. 3 funds bought 88,913 total additional shares and increased their ownership by an average of 2.29%. However 1 funds sold 49,300 total shares and decreased their ownership by an average of 5.04%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Utz Brands increased by a net total of 39,613 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.092%	2.811%	1,434,748	39,225	2021-02-28
Champlain Small Company Fund, LLC	1.015%	0.600%	1,333,800	7,960	2021-02-28
Vanguard Small Cap Index	0.952%	3.451%	1,250,822	41,728	2021-02-28
Neuberger Berman Long Short Instl	0.707%	-5.041%	928,600	-49,300	2021-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Baron Opp. Small Cap Growth Strategy	3.119%	0.000%	4,100,000	4,100,000	2020-12-31
Baron Small Cap Retail	3.119%	0.000%	4,100,000	0	2020-12-31
T. Rowe Price Small-Cap Value	1.506%	-0.172%	1,979,070	-3,400	2020-12-31
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
T. Rowe Price Small-Cap Stock	1.190%	-1.126%	1,563,740	-17,800	2020-12-31
Vanguard Total Stock Mkt Idx Inv	1.092%	2.811%	1,434,748	39,225	2021-02-28
Champlain Small Company Fund, LLC	1.015%	0.600%	1,333,800	7,960	2021-02-28
Vanguard Small Cap Index	0.952%	3.451%	1,250,822	41,728	2021-02-28
Wells Fargo Special Small Cap Value A	0.936%	4.941%	1,229,679	57,900	2021-01-31
Neuberger Berman Genesis Inv	0.832%	0.000%	1,094,169	1,094,169	2020-12-31
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
ClearBridge Small Cap C	0.673%	-15.311%	885,000	-160,000	2020-12-31
T. Rowe Price Instl Small-Cap Stock	0.671%	1.719%	881,760	14,900	2020-12-31
T. Rowe Price US Small-Cap Core Equity	0.671%	1.719%	881,760	14,900	2020-12-31