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MZTI

The Marzetti Company

336 hedge funds and large institutions have $3.18B invested in The Marzetti Company in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

729% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $472K

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

18% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 108

5% more funds holding

Funds holding: 321336 (+15)

0.03% less ownership

Funds ownership: 61.14%61.12% (-0.03%)

9% less capital invested

Capital invested by funds: $3.49B → $3.18B (-$312M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
336
Holders Change
+15
Holders Change %
+4.67%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
127
Reduced
108
Closed
27
Calls
$3.91M
Puts
$472K
Net Calls
+$3.44M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
301
Ashton Thomas Private Wealth
Arizona
$10.8K +$10.9K +57 New
MG
302
Mather Group
Illinois
$10.2K
GWM
303
Geneos Wealth Management
Colorado
$9.45K
NA
304
NewEdge Advisors
Louisiana
$8.57K -$4.96K -26 -37%
LI
305
LRI Investments
Florida
$8.35K +$3.44K +18 +69%
FRA
306
Front Row Advisors
California
$7.18K -$955 -5 -12%
FFA
307
Farther Finance Advisors
California
$6.98K +$4.2K +22 +147%
SWS
308
SYSTM Wealth Solutions
Illinois
$5.86K +$5.92K +31 New
LFA
309
LGT Financial Advisors
Texas
$5.67K
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$5.67K
PTC
311
Private Trust Company
Ohio
$5.1K
QC
312
Quent Capital
New York
$4.35K
BIA
313
Bell Investment Advisors
California
$4.16K
Mitsubishi UFJ Asset Management
314
Mitsubishi UFJ Asset Management
Japan
$4.16K
QL
315
Quarry LP
New York
$3.59K +$764 +4 +27%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$3.21K +$2.29K +12 +240%
HFS
317
Hantz Financial Services
Michigan
$3K -$3.44K -18 -53%
JWA
318
JFS Wealth Advisors
Pennsylvania
$2.46K +$382 +2 +18%
IC
319
Innealta Capital
Texas
$2.46K +$2.48K +13 New
PFBT
320
Parkside Financial Bank & Trust
Missouri
$2.27K
SAM
321
Smartleaf Asset Management
Massachusetts
$2.07K -$955 -5 -31%
National Bank of Canada
322
National Bank of Canada
Quebec, Canada
$1.7K -$137K -717 -99%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.51K
PWMG
324
Private Wealth Management Group
New Jersey
$1.51K
W
325
WealthCollab
Washington
$1.51K

MZTI Hedge Fund Activity: Q2 2024 in Review

336 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q2 2024, worth a combined $3.18B — down 8.9% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MZTI positions and 27 closed out — a net gain of 18 holders — while 127 added to existing stakes and 108 trimmed.

The largest buyer was William Blair & Company, adding an estimated $31.5M. The largest seller was William Blair Investment Management, cutting an estimated $62.9M.

  • 336 institutional investors held The Marzetti Company (MZTI) as of Q2 2024, up from 321 in Q1 2024.
  • Funds reported $3.18B of The Marzetti Company stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 45 funds opened new The Marzetti Company positions in Q2 2024 and 27 closed out, a net change of +18 holders.
  • The largest The Marzetti Company buyer in Q2 2024 was William Blair & Company, an estimated $31.5M added.
  • The largest The Marzetti Company seller in Q2 2024 was William Blair Investment Management, an estimated $62.9M sold.

Based on aggregated 13F filings for Q2 2024.