The Marzetti Company
MZTI
303 hedge funds and large institutions have $3.35B invested in The Marzetti Company in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 131 reducing their positions, and 36 closing their positions.
235% more call options, than puts
Call options by funds: $4.98M | Put options by funds: $1.49M
0.75% more ownership
Funds ownership: 60.28% → 61.02% (+0.75%)
1% less capital invested
Capital invested by funds: $3.37B → $3.35B (-$21.1M)
3% less funds holding
Funds holding: 312 → 303 (-9)
25% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 36
27% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$74.9M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$27.5M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$10.9M |
| 4 |
Morgan Stanley
New York
|
+$9.81M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$7.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$33.3M |
| 2 |
BlackRock
New York
|
-$27.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$21.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$20.2M |
| 5 |
HF
HRT Financial
New York
|
-$10.7M |
MZTI Hedge Fund Activity: Q2 2023 in Review
303 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q2 2023, worth a combined $3.35B — down 0.63% from $3.37B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of MZTI and 27 opened new positions — a net loss of 9 holders — while 131 trimmed existing stakes and 95 added.
The largest buyer was First Trust Advisors, adding an estimated $74.9M. The largest seller was State Street, cutting an estimated $33.3M.
- 303 institutional investors held The Marzetti Company (MZTI) as of Q2 2023, down from 312 in Q1 2023.
- Funds reported $3.35B of The Marzetti Company stock for Q2 2023, down 0.63% quarter-over-quarter.
- 27 funds opened new The Marzetti Company positions in Q2 2023 and 36 closed out, a net change of -9 holders.
- The largest The Marzetti Company buyer in Q2 2023 was First Trust Advisors, an estimated $74.9M added.
- The largest The Marzetti Company seller in Q2 2023 was State Street, an estimated $33.3M sold.
Based on aggregated 13F filings for Q2 2023.