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MZTI

The Marzetti Company

337 hedge funds and large institutions have $3B invested in The Marzetti Company in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 118 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

686% more call options, than puts

Call options by funds: $7.63M | Put options by funds: $970K

13% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 118

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

0.56% more ownership

Funds ownership: 61.12%61.68% (+0.56%)

0% more funds holding

Funds holding: 336337 (+1)

6% less capital invested

Capital invested by funds: $3.18B → $3B (-$180M)

Holders
337
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
4.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
133
Reduced
118
Closed
35
Calls
$7.63M
Puts
$970K
Net Calls
+$6.66M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
276
Huntington National Bank
Ohio
$113K +$3.13K +17 +3%
BTI
277
Blue Trust Inc
Georgia
$109K -$366K -1,991 -78%
Lazard Asset Management
278
Lazard Asset Management
New York
$108K +$1.29K +7 +1%
KBC Group
279
KBC Group
Belgium
$87K
BBHC
280
Brown Brothers Harriman & Co
New York
$86.5K
C
281
Covestor
United Kingdom
$86K -$7.18K -39 -7%
Nisa Investment Advisors
282
Nisa Investment Advisors
Missouri
$77.5K +$368 +2 +0.5%
AF
283
Allworth Financial
California
$72K
CAM
284
Clarity Asset Management
Iowa
$70.7K +$368 +2 +0.5%
CFM
285
Catalyst Funds Management
Australia
$70.6K +$73.6K +400 New
CI Investments Inc
286
CI Investments Inc
Ontario, Canada
$66K +$5.34K +29 +8%
EWA
287
EverSource Wealth Advisors
Alabama
$61.8K -$77.7K -422 -55%
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$54.9K +$10.1K +55 +21%
DB
289
Danske Bank
Denmark
$53K +$55.2K +300 New
TPCW
290
TD Private Client Wealth
New York
$45K -$184 -1 -0.4%
FHA
291
First Horizon Advisors
Tennessee
$39.6K
TSMHT
292
Thurston Springer Miller Herd & Titak
Indiana
$35.3K
GI
293
GAMMA Investing
California
$31.6K +$368 +2 +1%
VSQM
294
V-Square Quantitative Management
Illinois
$27.4K +$28.5K +155 New
BSB
295
Bangor Savings Bank
Maine
$26.5K
RTC
296
Riverview Trust Company
Washington
$20.5K
LC
297
Lindbrook Capital
California
$18K
AF
298
Advisornet Financial
Minnesota
$17.7K
RA
299
Rise Advisors
New York
$17.2K
CFGS
300
Concourse Financial Group Securities
Alabama
$12.5K -$368 -2 -3%

MZTI Hedge Fund Activity: Q3 2024 in Review

337 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2024, worth a combined $3B — down 5.7% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MZTI positions and 35 closed out — a net gain of 3 holders — while 133 added to existing stakes and 118 trimmed.

The largest buyer was WesBanco Bank, adding an estimated $29.4M. The largest seller was BlackRock, cutting an estimated $25.7M.

  • 337 institutional investors held The Marzetti Company (MZTI) as of Q3 2024, up from 336 in Q2 2024.
  • Funds reported $3B of The Marzetti Company stock for Q3 2024, down 5.7% quarter-over-quarter.
  • 38 funds opened new The Marzetti Company positions in Q3 2024 and 35 closed out, a net change of +3 holders.
  • The largest The Marzetti Company buyer in Q3 2024 was WesBanco Bank, an estimated $29.4M added.
  • The largest The Marzetti Company seller in Q3 2024 was BlackRock, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2024.