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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
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$1.19M
YCM
127
Yousif Capital Management
Michigan
$1.17M -$50.2K -274 -4%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$1.15M +$222K +1,212 +22%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$1.12M +$82.4K +450 +7%
PAS
130
Park Avenue Securities
New York
$1.09M +$212K +1,157 +23%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$1.05M -$36.6K -200 -3%
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$1.05M
DP
133
Dearborn Partners
Illinois
$1.04M -$18.9K -103 -2%
IMRF
134
Illinois Municipal Retirement Fund
Illinois
$1.02M
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$1.02M +$118K +646 +12%
BPC
136
Bryce Point Capital
New York
$976K +$1.03M +5,637 New
ASRS
137
Arizona State Retirement System
Arizona
$970K +$10.1K +55 +1%
MAM
138
Milestone Asset Management
Pennsylvania
$963K +$1.02M +5,564 New
PIM
139
Pullen Investment Management
Florida
$955K +$238K +1,301 +31%
RPGK
140
Retirement Planning Group (Kansas)
Kansas
$947K +$549 +3 +0.1%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$935K +$18.3K +100 +2%
BOC
142
Barbara Oil Co
Illinois
$911K
JWCA
143
J.W. Coons Advisors
Ohio
$864K +$1.83K +10 +0.2%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$851K -$6.59K -36 -0.7%
Creative Planning
145
Creative Planning
Kansas
$851K +$207K +1,133 +30%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$836K +$100K +549 +13%
JFG
147
Jefferies Financial Group
New York
$829K +$876K +4,786 New
AL
148
ADE LLC
Maryland
$819K
FMC
149
First Merchants Corp
Indiana
$814K
DT
150
Diversified Trust
Tennessee
$807K -$133K -725 -13%

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.