The Marzetti Company
MZTI
208 hedge funds and large institutions have $2.61B invested in The Marzetti Company in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 34 closing their positions.
18% more capital invested
Capital invested by funds: $2.21B → $2.61B (+$400M)
18% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 34
3% more funds holding
Funds holding: 202 → 208 (+6)
3% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 67
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.67% less ownership
Funds ownership: 54.42% → 53.76% (-0.67%)
52% less call options, than puts
Call options by funds: $4.48M | Put options by funds: $9.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$58.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$25.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$11.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.6M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$8.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.2M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$17.6M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$17.5M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$15.6M |
| 5 |
Goldman Sachs
New York
|
-$13.6M |
MZTI Hedge Fund Activity: Q4 2018 in Review
208 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q4 2018, worth a combined $2.61B — up 18% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new MZTI positions and 34 closed out — a net gain of 6 holders — while 69 added to existing stakes and 67 trimmed.
The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $58.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $31.2M.
- 208 institutional investors held The Marzetti Company (MZTI) as of Q4 2018, up from 202 in Q3 2018.
- Funds reported $2.61B of The Marzetti Company stock for Q4 2018, up 18% quarter-over-quarter.
- 40 funds opened new The Marzetti Company positions in Q4 2018 and 34 closed out, a net change of +6 holders.
- The largest The Marzetti Company buyer in Q4 2018 was Robeco Institutional Asset Management, an estimated $58.5M added.
- The largest The Marzetti Company seller in Q4 2018 was T. Rowe Price Associates, an estimated $31.2M sold.
Based on aggregated 13F filings for Q4 2018.