The Marzetti Company
MZTI
284 hedge funds and large institutions have $2.72B invested in The Marzetti Company in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 105 reducing their positions, and 52 closing their positions.
806% more call options, than puts
Call options by funds: $7.18M | Put options by funds: $792K
7% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 105
1.25% less ownership
Funds ownership: 61.02% → 59.77% (-1.3%)
6% less funds holding
Funds holding: 303 → 284 (-19)
19% less capital invested
Capital invested by funds: $3.35B → $2.72B (-$636M)
35% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$26.2M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$18.6M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$10.2M |
| 4 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
+$9.06M |
| 5 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
+$8.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$59.6M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$33M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$21.6M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$18.9M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
-$15.9M |
MZTI Hedge Fund Activity: Q3 2023 in Review
284 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2023, worth a combined $2.72B — down 19% from $3.35B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of MZTI and 34 opened new positions — a net loss of 18 holders — while 105 trimmed existing stakes and 112 added.
The largest buyer was William Blair Investment Management, adding an estimated $26.2M. The largest seller was State Street, cutting an estimated $59.6M.
- 284 institutional investors held The Marzetti Company (MZTI) as of Q3 2023, down from 303 in Q2 2023.
- Funds reported $2.72B of The Marzetti Company stock for Q3 2023, down 19% quarter-over-quarter.
- 34 funds opened new The Marzetti Company positions in Q3 2023 and 52 closed out, a net change of -18 holders.
- The largest The Marzetti Company buyer in Q3 2023 was William Blair Investment Management, an estimated $26.2M added.
- The largest The Marzetti Company seller in Q3 2023 was State Street, an estimated $59.6M sold.
Based on aggregated 13F filings for Q3 2023.