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MZTI

The Marzetti Company

248 hedge funds and large institutions have $2.17B invested in The Marzetti Company in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 72 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 72

20% more call options, than puts

Call options by funds: $6.6M | Put options by funds: $5.5M

2.41% more ownership

Funds ownership: 58.77%61.18% (+2.4%)

3% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 35

2% less funds holding

Funds holding: 252248 (-4)

10% less capital invested

Capital invested by funds: $2.41B → $2.17B (-$241M)

Holders
248
Holders Change
-4
Holders Change %
-1.59%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
108
Reduced
72
Closed
35
Calls
$6.6M
Puts
$5.5M
Net Calls
+$1.1M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
226
Evoke Wealth
California
$8K
NIC
227
Northwest Investment Counselors
Oregon
$6K
TCOV
228
Trust Company of Vermont
Vermont
$6K +$6.44K +47 New
BFEC
229
Benjamin F. Edwards & Company
Missouri
$5K
FRA
230
Front Row Advisors
California
$5K +$685 +5 +16%
LC
231
Lindbrook Capital
California
$5K +$2.33K +17 +77%
BIA
232
Bell Investment Advisors
California
$5K +$5.75K +42 New
SPIA
233
Steward Partners Investment Advisory
New York
$4K
QC
234
Quent Capital
New York
$3K -$6.57K -48 -68%
MAM
235
Meeder Asset Management
Ohio
$3K -$2.46K -18 -46%
KFP
236
KB Financial Partners
New Jersey
$3K -$959 -7 -24%
GWS
237
Glassman Wealth Services
Virginia
$3K +$3.01K +22 New
FHA
238
First Horizon Advisors
Tennessee
$3K +$3.15K +23 +288%
GRP
239
Global Retirement Partners
California
$2K +$2.19K +16 +1,600%
JWA
240
JFS Wealth Advisors
Pennsylvania
$1K -$822 -6 -46%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$1K
SWM
242
Spire Wealth Management
Virginia
$1K +$548 +4 New
SC
243
Schubert & Co
Texas
$1K +$685 +5 +100%
PMFA
244
Plante Moran Financial Advisors
Michigan
$1K +$1.23K +9 New
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$998 -$56K -409 -5%
APA
246
American Portfolios Advisors
New York
$515
Robeco Institutional Asset Management
247
Robeco Institutional Asset Management
Netherlands
-$4.03M -27,034 Closed
AG
248
Algert Global
California
-$2.95M -19,779 Closed
LCM
249
Landscape Capital Management
New Jersey
-$2.4M -16,060 Closed
Squarepoint
250
Squarepoint
New York
-$2.17M -14,516 Closed

MZTI Hedge Fund Activity: Q2 2022 in Review

248 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q2 2022, worth a combined $2.17B — down 10% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MZTI positions and 35 closed out — a net gain of 1 holder — while 108 added to existing stakes and 72 trimmed.

The largest buyer was London Company of Virginia, adding an estimated $38.5M. The largest seller was Neuberger Berman Group, cutting an estimated $44.5M.

  • 248 institutional investors held The Marzetti Company (MZTI) as of Q2 2022, down from 252 in Q1 2022.
  • Funds reported $2.17B of The Marzetti Company stock for Q2 2022, down 10% quarter-over-quarter.
  • 36 funds opened new The Marzetti Company positions in Q2 2022 and 35 closed out, a net change of +1 holder.
  • The largest The Marzetti Company buyer in Q2 2022 was London Company of Virginia, an estimated $38.5M added.
  • The largest The Marzetti Company seller in Q2 2022 was Neuberger Berman Group, an estimated $44.5M sold.

Based on aggregated 13F filings for Q2 2022.