The Marzetti Company
MZTI
221 hedge funds and large institutions have $2.52B invested in The Marzetti Company in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 83 reducing their positions, and 35 closing their positions.
200% more call options, than puts
Call options by funds: $672K | Put options by funds: $224K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $2.18B → $2.52B (+$335M)
0.07% less ownership
Funds ownership: 57.31% → 57.24% (-0.07%)
6% less funds holding
Funds holding: 236 → 221 (-15)
11% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 83
23% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$38.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$26.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.79M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$7.53M |
| 5 |
BlackRock
New York
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
-$18.4M |
| 2 |
VRS
Virginia Retirement Systems
Richmond,
Virginia
|
-$10.9M |
| 3 |
Renaissance Technologies
New York
|
-$8.58M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$7.18M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.92M |
MZTI Hedge Fund Activity: Q4 2019 in Review
221 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q4 2019, worth a combined $2.52B — up 15% from $2.18B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of MZTI and 27 opened new positions — a net loss of 8 holders — while 83 trimmed existing stakes and 74 added.
The largest buyer was Champlain Investment Partners, adding an estimated $38.7M. The largest seller was Man Group, cutting an estimated $18.4M.
- 221 institutional investors held The Marzetti Company (MZTI) as of Q4 2019, down from 236 in Q3 2019.
- Funds reported $2.52B of The Marzetti Company stock for Q4 2019, up 15% quarter-over-quarter.
- 27 funds opened new The Marzetti Company positions in Q4 2019 and 35 closed out, a net change of -8 holders.
- The largest The Marzetti Company buyer in Q4 2019 was Champlain Investment Partners, an estimated $38.7M added.
- The largest The Marzetti Company seller in Q4 2019 was Man Group, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2019.