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MZTI

The Marzetti Company

337 hedge funds and large institutions have $2.91B invested in The Marzetti Company in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $3.76M

37% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 104

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

0% more funds holding

Funds holding: 337337 (0)

0.66% less ownership

Funds ownership: 61.68%61.02% (-0.66%)

3% less capital invested

Capital invested by funds: $3B → $2.91B (-$85.7M)

Holders
337
Holders Change
Holders Change %
0%
% of All Funds
4.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
142
Reduced
104
Closed
39
Calls
$7.34M
Puts
$3.76M
Net Calls
+$3.58M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
226
Dark Forest Capital Management
Puerto Rico
$341K +$118K +645 +49%
Prudential Financial
227
Prudential Financial
New Jersey
$341K -$642K -3,509 -65%
GRP
228
Global Retirement Partners
California
$335K +$75K +410 +27%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$331K -$71.6K -391 -17%
OAC
230
OMERS Administration Corp
Ontario, Canada
$329K +$348K +1,900 New
GC
231
Guggenheim Capital
Illinois
$323K -$93.7K -512 -22%
RFC
232
Regions Financial Corp
Alabama
$321K -$12.4K -68 -4%
Allianz Asset Management
233
Allianz Asset Management
Germany
$320K +$338K +1,849 New
CWM
234
CIBC World Markets
New York
$317K +$335K +1,830 New
State of Wisconsin Investment Board
235
State of Wisconsin Investment Board
Wisconsin
$309K -$2.15M -11,724 -87%
PA
236
Parallel Advisors
California
$307K -$91.9K -502 -22%
VF
237
Virtu Financial
New York
$305K +$40.3K +220 +14%
IAA
238
Independent Advisor Alliance
North Carolina
$296K +$1.1K +6 +0.4%
TPI
239
Trust Point Inc
Wisconsin
$294K +$311K +1,700 New
HSBC Holdings
240
HSBC Holdings
United Kingdom
$286K -$141K -771 -32%
CCM
241
Coldstream Capital Management
Washington
$279K +$14.1K +77 +5%
OIA
242
OneDigital Investment Advisors
Kansas
$267K +$5.67K +31 +2%
CT
243
Chicago Trust
Illinois
$261K -$69.6K -380 -20%
CL
244
Choreo LLC
Illinois
$255K +$269K +1,468 New
NAAA
245
New Age Alpha Advisors
New York
$253K +$268K +1,464 New
HAG
246
HighPoint Advisor Group
Illinois
$252K +$24.2K +132 +11%
SF
247
Summit Financial
New Jersey
$246K +$260K +1,422 New
VCM
248
Voleon Capital Management
California
$243K +$257K +1,406 New
State Board of Administration of Florida Retirement System
249
State Board of Administration of Florida Retirement System
Florida
$243K -$7.32K -40 -3%
SAM
250
Securian Asset Management
Minnesota
$242K -$18.3K -100 -7%

MZTI Hedge Fund Activity: Q4 2024 in Review

337 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q4 2024, worth a combined $2.91B — down 2.9% from $3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MZTI positions and 39 closed out — a net gain of 3 holders — while 142 added to existing stakes and 104 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $23.9M. The largest seller was William Blair Investment Management, cutting an estimated $24.5M.

  • 337 institutional investors held The Marzetti Company (MZTI) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $2.91B of The Marzetti Company stock for Q4 2024, down 2.9% quarter-over-quarter.
  • 42 funds opened new The Marzetti Company positions in Q4 2024 and 39 closed out, a net change of +3 holders.
  • The largest The Marzetti Company buyer in Q4 2024 was Citadel Advisors, an estimated $23.9M added.
  • The largest The Marzetti Company seller in Q4 2024 was William Blair Investment Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2024.