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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
CA
301
CoreCap Advisors
Michigan
$8.66K
LI
302
LRI Investments
Florida
$7.65K
CFGS
303
Concourse Financial Group Securities
Alabama
$5.37K -$7.32K -40 -56%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$5.19K -$732 -4 -12%
LFA
305
LGT Financial Advisors
Texas
$4.67K
PTC
306
Private Trust Company
Ohio
$4.67K
QL
307
Quarry LP
New York
$4.5K +$183 +1 +4%
CA
308
Clearstead Advisors
Ohio
$4.33K +$4.58K +25 New
Mitsubishi UFJ Asset Management
309
Mitsubishi UFJ Asset Management
Japan
$3.82K
BIA
310
Bell Investment Advisors
California
$3.81K
SCM
311
Sterling Capital Management
North Carolina
$3.46K
HWM
312
Hemington Wealth Management
Virginia
$3K +$1.1K +6 +35%
SS
313
SBI Securities
Japan
$2.94K +$3.11K +17 New
JWA
314
JFS Wealth Advisors
Pennsylvania
$2.77K +$732 +4 +33%
AT
315
Avalon Trust
New Mexico
$2.77K +$2.93K +16 New
MCM
316
MAI Capital Management
Ohio
$2.77K +$2.93K +16 New
ACM
317
Aster Capital Management
United Arab Emirates
$2.25K +$2.38K +13 New
PFBT
318
Parkside Financial Bank & Trust
Missouri
$2.08K
BWL
319
Bogart Wealth LLC
Virginia
$2.08K +$2.2K +12 New
HFS
320
Hantz Financial Services
Michigan
$2K
RIL
321
Rothschild Investment LLC
Illinois
$1.91K +$1.46K +8 +267%
PWMG
322
Private Wealth Management Group
New Jersey
$1.39K
W
323
WealthCollab
Washington
$1.39K
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$1.39K
TWD
325
True Wealth Design
Ohio
$1.21K -$3.29K -18 -72%

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.