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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
AssetMark Inc
326
AssetMark Inc
California
$1.21K +$1.28K +7 New
AWM
327
Avior Wealth Management
Nebraska
$1.21K
DPW
328
DiNuzzo Private Wealth
Pennsylvania
$1.04K
PWA
329
Provenance Wealth Advisors
Florida
$1.04K
SIC
330
SJS Investment Consulting
Ohio
$693 -$549 -3 -43%
CWP
331
Concord Wealth Partners
Virginia
$693
CT
332
Colonial Trust
South Carolina
$693 +$732 +4 New
WA
333
WPG Advisers
Maryland
$519 +$549 +3 New
NS
334
NBC Securities
Alabama
$311 -$329K -1,799 -100%
IA
335
IFP Advisors
Florida
$173
GFPC
336
Global Financial Private Client
Florida
$173 +$183 +1 New
PWM
337
Parkworth Wealth Management
California
$173 +$183 +1 New
Balyasny Asset Management
338
Balyasny Asset Management
Illinois
-$6.32M -35,814 Closed
Marshall Wace
339
Marshall Wace
United Kingdom
-$5.59M -31,684 Closed
SW
340
Solidarity Wealth
Utah
-$5.41M -30,658 Closed
ACH
341
ArrowMark Colorado Holdings
Colorado
-$3M -17,000 Closed
Arrowstreet Capital
342
Arrowstreet Capital
Massachusetts
-$2.88M -16,284 Closed
VanEck Associates
343
VanEck Associates
New York
-$2.27M -12,897 Closed
EF
344
Empowered Funds
Pennsylvania
-$2.24M -12,707 Closed
GAM
345
Gotham Asset Management
New York
-$1.25M -7,055 Closed
AIC
346
Anthracite Investment Company
Texas
-$1.2M -6,821 Closed
SEC
347
Seven Eight Capital
New York
-$989K -5,602 Closed
SFS
348
Summit Financial Strategies
Ohio
-$766K -4,339 Closed
SYBT
349
Stock Yards Bank & Trust
Kentucky
-$642K -3,637 Closed
GCM
350
Graham Capital Management
Connecticut
-$640K -3,625 Closed

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.