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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
BTI
276
Blue Trust Inc
Georgia
$86.2K -$14.1K -77 -13%
CI Investments Inc
277
CI Investments Inc
Ontario, Canada
$81K +$17.4K +95 +26%
Nisa Investment Advisors
278
Nisa Investment Advisors
Missouri
$79.6K +$3.84K +21 +5%
FFA
279
Farther Finance Advisors
California
$77.6K +$75K +410 +1,079%
CAM
280
Clarity Asset Management
Iowa
$70.4K +$1.1K +6 +1%
AF
281
Allworth Financial
California
$69.9K -$915 -5 -1%
BBHC
282
Brown Brothers Harriman & Co
New York
$69.3K -$16.5K -90 -18%
EWA
283
EverSource Wealth Advisors
Alabama
$65.6K +$5.31K +29 +8%
GI
284
GAMMA Investing
California
$48.5K +$18.5K +101 +56%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$39.2K -$14.6K -80 -26%
TPCW
286
TD Private Client Wealth
New York
$39.1K -$5.31K -29 -11%
EBA
287
Eagle Bay Advisors
New York
$37.9K +$40.1K +219 New
FHA
288
First Horizon Advisors
Tennessee
$34.8K -$4.21K -23 -10%
TSMHT
289
Thurston Springer Miller Herd & Titak
Indiana
$34.6K
VSQM
290
V-Square Quantitative Management
Illinois
$26.8K
BSB
291
Bangor Savings Bank
Maine
$26K
FFO
292
Fortitude Family Office
Arizona
$24.2K +$24.3K +133 +1,900%
RTC
293
Riverview Trust Company
Washington
$20.1K
LC
294
Lindbrook Capital
California
$17.7K
RA
295
Rise Advisors
New York
$16.9K +$183 +1 +1%
MG
296
Mather Group
Illinois
$15.1K +$6.96K +38 +78%
GWM
297
Geneos Wealth Management
Colorado
$10.9K
HCP
298
Hexagon Capital Partners
Arkansas
$10.6K +$8.97K +49 +408%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$10.2K +$10.8K +59 New
SAM
300
Smartleaf Asset Management
Massachusetts
$10K +$4.58K +25 +76%

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.