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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
GWM
301
Geneos Wealth Management
Colorado
$11.1K +$2.39K +13 +26%
CA
302
CoreCap Advisors
Michigan
$8.83K +$9.2K +50 New
NIC
303
Northwest Investment Counselors
Oregon
$8.83K +$9.2K +50 New
MG
304
Mather Group
Illinois
$8.65K
LI
305
LRI Investments
Florida
$8.13K
NA
306
NewEdge Advisors
Louisiana
$8.04K +$184 +1 +2%
FFA
307
Farther Finance Advisors
California
$6.71K +$184 +1 +3%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$6K +$736 +4 +13%
SAM
309
Smartleaf Asset Management
Massachusetts
$5.9K +$4.05K +22 +200%
SPIA
310
Steward Partners Investment Advisory
New York
$4.94K -$99.2K -539 -95%
LFA
311
LGT Financial Advisors
Texas
$4.77K -$552 -3 -10%
PTC
312
Private Trust Company
Ohio
$4.77K
TWD
313
True Wealth Design
Ohio
$4.42K +$4.6K +25 New
QL
314
Quarry LP
New York
$4.41K +$1.1K +6 +32%
QC
315
Quent Capital
New York
$4.06K
BIA
316
Bell Investment Advisors
California
$3.88K
Mitsubishi UFJ Asset Management
317
Mitsubishi UFJ Asset Management
Japan
$3.88K
ATS
318
Ashton Thomas Securities
New York
$3.53K +$3.68K +20 New
SCM
319
Sterling Capital Management
North Carolina
$3.53K +$3.68K +20 New
JWA
320
JFS Wealth Advisors
Pennsylvania
$2.12K -$184 -1 -8%
PFBT
321
Parkside Financial Bank & Trust
Missouri
$2.12K
HCP
322
Hexagon Capital Partners
Arkansas
$2.12K +$2.21K +12 New
HFS
323
Hantz Financial Services
Michigan
$2K -$368 -2 -13%
HWM
324
Hemington Wealth Management
Virginia
$2K +$3.13K +17 New
CPA
325
Capital Performance Advisors
California
$1.77K +$1.84K +10 New

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.