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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
WB
26
WesBanco Bank
West Virginia
$28.4M
BG
27
Bahl & Gaynor
Ohio
$27.4M +$2.53M +13,822 +10%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$23.3M +$642K +3,508 +3%
WCM Investment Management
29
WCM Investment Management
California
$18.3M -$1.08M -5,916 -5%
AQR Capital Management
30
AQR Capital Management
Connecticut
$18.3M +$9.1M +49,734 +89%
Bank of America
31
Bank of America
North Carolina
$17.9M -$1.5M -8,171 -7%
JP Morgan Chase
32
JP Morgan Chase
New York
$17.3M +$7.06M +38,583 +63%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$17.1M -$807K -4,411 -4%
UBS Group
34
UBS Group
Switzerland
$16.2M +$9.43M +51,500 +122%
WF
35
Welch & Forbes
Massachusetts
$13.4M +$64.6K +353 +0.5%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$11.5M +$3.85M +21,019 +46%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$10.5M +$122K +665 +1%
Franklin Resources
38
Franklin Resources
California
$10.3M +$2.93K +16 +0%
Barclays
39
Barclays
United Kingdom
$9.52M +$1.98M +10,792 +24%
N
40
Nuveen
North Carolina
$9.05M -$10.7M -58,432 -53%
Principal Financial Group
41
Principal Financial Group
Iowa
$8.96M +$96.6K +528 +1%
Man Group
42
Man Group
United Kingdom
$8.7M +$7.23M +39,474 +367%
CRM
43
Cramer Rosenthal McGlynn
Connecticut
$8.56M -$1.09M -5,954 -11%
Raymond James Financial
44
Raymond James Financial
Florida
$8.56M +$9.05M +49,430 New
LI
45
Leeward Investments
Massachusetts
$8.35M -$656K -3,584 -7%
Legal & General Group
46
Legal & General Group
United Kingdom
$7.36M +$361K +1,975 +5%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$7.31M +$4.33M +23,650 +128%
UBS AM
48
UBS AM
Illinois
$7.19M +$1.17M +6,375 +18%
BCA
49
Bernzott Capital Advisors
California
$6.87M -$760K -4,150 -9%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6.58M +$73.2K +400 +1%

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.