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MZTI

The Marzetti Company
MZTI

291 hedge funds and large institutions have $2.86B invested in The Marzetti Company in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

598% more call options, than puts

Call options by funds: $5.11M | Put options by funds: $732K

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $2.72B → $2.86B (+$144M)

2.72% more ownership

Funds ownership: 59.77% → 62.49% (+2.7%)

2% more funds holding

Funds holding: 284 → 291 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 104

Holders
291
Holders Change
+7
Holders Change %
+2.46%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
103
Reduced
104
Closed
28
Calls
$5.11M
Puts
$732K
Net Calls
+$4.38M
Net Calls Change
-$2.01M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$63.4M
2
BlackRock
BlackRock
New York
+$29.1M
3
BTW
Boston Trust Walden
Massachusetts
+$18.9M
4
Victory Capital Management
Victory Capital Management
Texas
+$14.6M
5
Invesco
Invesco
Georgia
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$14.5M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$6.21M
3
State Street
State Street
Massachusetts
-$5.98M
4
CIP
Champlain Investment Partners
Vermont
-$5.66M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$5.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
276
Mitsubishi UFJ Asset Management
Japan
$3.6K – – –
JWA
277
JFS Wealth Advisors
Pennsylvania
$2.66K – – –
AF
278
Allworth Financial
California
$2K -$336 -2 -14%
PFBT
279
Parkside Financial Bank & Trust
Missouri
$2K +$2.02K +12 New
FFA
280
Farther Finance Advisors
California
$1.83K +$1.85K +11 New
GI
281
Gradient Investments
Minnesota
$1.66K – – –
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$1.5K – – –
PWMG
283
Private Wealth Management Group
New Jersey
$1.33K +$1.34K +8 New
W
284
WealthCollab
Washington
$1.33K +$1.34K +8 New
SIC
285
SJS Investment Consulting
Ohio
$999 – – –
PWA
286
Provenance Wealth Advisors
Florida
$998 – – –
DPW
287
DiNuzzo Private Wealth
Pennsylvania
$832 +$840 +5 New
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$832 +$840 +5 New
S
289
Sachetta
Massachusetts
$666 +$672 +4 New
TWP
290
TFO Wealth Partners
Ohio
$166 – – –
Fisher Asset Management
291
Fisher Asset Management
Washington
– -$6.21M -37,636 Closed
LCM
292
Landscape Capital Management
New Jersey
– -$3.26M -19,742 Closed
ECM
293
Element Capital Management
New York
– -$2.17M -13,152 Closed
Walleye Capital
294
Walleye Capital
New York
– -$1.72M -10,417 Closed
CCIA
295
Campbell & Co Investment Adviser
Maryland
– -$1.6M -9,692 Closed
PAMP
296
Polar Asset Management Partners
Ontario, Canada
– -$1.56M -9,444 Closed
OTPPB
297
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.07M -6,459 Closed
Schroder Investment Management Group
298
Schroder Investment Management Group
United Kingdom
– -$882K -5,346 Closed
Assenagon Asset Management
299
Assenagon Asset Management
Luxembourg
– -$555K -3,361 Closed
ACM
300
Aquatic Capital Management
Illinois
– -$528K -3,200 Closed
9 10 11
12
13

MZTI Hedge Fund Activity: Q4 2023 in Review

291 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q4 2023, worth a combined $2.86B — up 5.3% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MZTI positions and 28 closed out — a net gain of 12 holders — while 103 added to existing stakes and 104 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $63.4M. The largest seller was Diamond Hill Capital Management, cutting an estimated $14.5M.

  • 291 institutional investors held The Marzetti Company (MZTI) as of Q4 2023, up from 284 in Q3 2023.
  • Funds reported $2.86B of The Marzetti Company stock for Q4 2023, up 5.3% quarter-over-quarter.
  • 40 funds opened new The Marzetti Company positions in Q4 2023 and 28 closed out, a net change of +12 holders.
  • The largest The Marzetti Company buyer in Q4 2023 was Morgan Stanley, an estimated $63.4M added.
  • The largest The Marzetti Company seller in Q4 2023 was Diamond Hill Capital Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2023.