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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
AWM
326
Avior Wealth Management
Nebraska
$1.32K -$18.5K -97 -93%
SIC
327
SJS Investment Consulting
Ohio
$1.13K -$191 -1 -14%
IA
328
IFP Advisors
Florida
$1.13K
PWA
329
Provenance Wealth Advisors
Florida
$1.13K
DPW
330
DiNuzzo Private Wealth
Pennsylvania
$1.13K +$191 +1 +20%
RIL
331
Rothschild Investment LLC
Illinois
$1.13K +$764 +4 +200%
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.13K +$1.15K +6 New
CFO
333
CVA Family Office
Colorado
$945 +$955 +5 New
S
334
Sachetta
Massachusetts
$765
LIA
335
Lynx Investment Advisory
District of Columbia
$378 +$382 +2 New
AIG
336
American International Group
New York
-$7.56M -36,420 Closed
LCM
337
Landscape Capital Management
New Jersey
-$5.47M -26,331 Closed
WFM
338
Wolff Financial Management
Michigan
-$4.8M -23,104 Closed
TPSF
339
Texas Permanent School Fund
Texas
-$3.7M -17,821 Closed
AM
340
AGF Management
Ontario, Canada
-$2.38M -11,454 Closed
HF
341
HRT Financial
New York
-$2.27M -10,955 Closed
Natixis Advisors
342
Natixis Advisors
Massachusetts
-$2.18M -10,503 Closed
AIC
343
Anthracite Investment Company
Texas
-$1.45M -7,000 Closed
Two Sigma Advisers
344
Two Sigma Advisers
New York
-$1.18M -5,700 Closed
SFI
345
Susquehanna Fundamental Investments
Pennsylvania
-$868K -4,182 Closed
Capstone Investment Advisors
346
Capstone Investment Advisors
New York
-$864K -4,160 Closed
BCM
347
Bayesian Capital Management
New York
-$371K -1,787 Closed
Bank of Nova Scotia
348
Bank of Nova Scotia
Ontario, Canada
-$333K -1,606 Closed
SWP
349
Significant Wealth Partners
Illinois
-$315K -1,519 Closed
PA
350
Profund Advisors
Maryland
-$233K -1,123 Closed

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.