The Marzetti Company
MZTI
257 hedge funds and large institutions have $2.67B invested in The Marzetti Company in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 79 reducing their positions, and 25 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 79
16% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 25
1% more funds holding
Funds holding: 255 → 257 (+2)
0.51% less ownership
Funds ownership: 57.89% → 57.39% (-0.51%)
13% less capital invested
Capital invested by funds: $3.08B → $2.67B (-$410M)
82% less call options, than puts
Call options by funds: $194K | Put options by funds: $1.08M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$33.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$19.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$9.8M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$8.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$45.3M |
| 2 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$24.2M |
| 3 |
State Street
Boston,
Massachusetts
|
-$20.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.24M |
| 5 |
Millennium Management
New York
|
-$8.96M |
MZTI Hedge Fund Activity: Q3 2021 in Review
257 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2021, worth a combined $2.67B — down 13% from $3.08B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MZTI positions and 25 closed out — a net gain of 4 holders — while 107 added to existing stakes and 79 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $33.9M. The largest seller was Champlain Investment Partners, cutting an estimated $45.3M.
- 257 institutional investors held The Marzetti Company (MZTI) as of Q3 2021, up from 255 in Q2 2021.
- Funds reported $2.67B of The Marzetti Company stock for Q3 2021, down 13% quarter-over-quarter.
- 29 funds opened new The Marzetti Company positions in Q3 2021 and 25 closed out, a net change of +4 holders.
- The largest The Marzetti Company buyer in Q3 2021 was Victory Capital Management, an estimated $33.9M added.
- The largest The Marzetti Company seller in Q3 2021 was Champlain Investment Partners, an estimated $45.3M sold.
Based on aggregated 13F filings for Q3 2021.