The Marzetti Company
MZTI
146 hedge funds and large institutions have $1.25B invested in The Marzetti Company in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more capital invested
Capital invested by funds: $1.11B → $1.25B (+$144M)
5% less funds holding
Funds holding: 153 → 146 (-7)
12% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 58
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $239K
Top Buyers
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$7.13M |
| 2 |
RA
Royce & Associates
New York
|
+$5.7M |
| 3 |
Renaissance Technologies
New York
|
+$4.45M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.41M |
| 5 |
Bank of New York Mellon
New York
|
+$3.38M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$10.1M |
| 2 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
-$5.68M |
| 3 |
Neuberger Berman Group
New York
|
-$3.78M |
| 4 |
WCBA
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
-$2.19M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.74M |
MZTI Hedge Fund Activity: Q4 2013 in Review
146 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q4 2013, worth a combined $1.25B — up 13% from $1.11B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of MZTI and 10 opened new positions — a net loss of 7 holders — while 58 trimmed existing stakes and 51 added.
The largest buyer was Silvercrest Asset Management, adding an estimated $7.13M. The largest seller was Goldman Sachs, cutting an estimated $10.1M.
- 146 institutional investors held The Marzetti Company (MZTI) as of Q4 2013, down from 153 in Q3 2013.
- Funds reported $1.25B of The Marzetti Company stock for Q4 2013, up 13% quarter-over-quarter.
- 10 funds opened new The Marzetti Company positions in Q4 2013 and 17 closed out, a net change of -7 holders.
- The largest The Marzetti Company buyer in Q4 2013 was Silvercrest Asset Management, an estimated $7.13M added.
- The largest The Marzetti Company seller in Q4 2013 was Goldman Sachs, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2013.