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MZTI

The Marzetti Company

260 hedge funds and large institutions have $2.7B invested in The Marzetti Company in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 109 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $286K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $2.42B → $2.7B (+$279M)

5% more funds holding

Funds holding: 247260 (+13)

1.08% less ownership

Funds ownership: 56.85%55.77% (-1.1%)

39% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 109

Holders
260
Holders Change
+13
Holders Change %
+5.26%
% of All Funds
5.25%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
33
Increased
66
Reduced
109
Closed
19
Calls
$2.36M
Puts
$286K
Net Calls
+$2.07M
Net Calls Change
+$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
176
HSBC Holdings
United Kingdom
$392K -$1.31M -7,835 -78%
JMPWA
177
JP Morgan Private Wealth Advisors
California
$392K -$2.35K -14 -0.6%
IIA
178
ICW Investment Advisors
Arizona
$389K +$14.4K +86 +4%
ETC
179
Exchange Traded Concepts
Oklahoma
$388K +$2.51K +15 +0.7%
AAM
180
Advisors Asset Management
Colorado
$387K +$171K +1,024 +90%
GTCM
181
Gyon Technologies Capital Management
New Jersey
$370K +$346K +2,067 New
DTL
182
Dynamic Technology Lab
Singapore
$347K +$325K +1,941 New
CC
183
Centiva Capital
New York
$345K +$323K +1,927 New
BCM
184
Bridgeway Capital Management
Texas
$340K +$318K +1,900 New
SAM
185
Securian Asset Management
Minnesota
$339K -$26K -155 -8%
CGH
186
Crossmark Global Holdings
Texas
$326K -$13.2K -79 -4%
QI
187
QS Investors
New York
$304K
PAMU
188
Pictet Asset Management (UK)
United Kingdom
$304K +$285K +1,700 New
ECM
189
ExodusPoint Capital Management
New York
$296K -$1.87M -11,178 -87%
HF
190
HRT Financial
New York
$295K -$1.97M -11,787 -88%
SC
191
Scotia Capital
Ontario, Canada
$293K -$18.1K -108 -6%
RFC
192
Regions Financial Corp
Alabama
$291K +$4.86K +29 +2%
Citigroup
193
Citigroup
New York
$283K -$808K -4,824 -75%
AI
194
Atom Investors
Texas
$282K +$264K +1,578 New
PA
195
Profund Advisors
Maryland
$280K +$262K +1,565 New
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$270K +$3.35K +20 +1%
QCM
197
Quantinno Capital Management
New York
$269K
AIM
198
Aigen Investment Management
New York
$268K -$1.63M -9,727 -87%
Mackenzie Financial
199
Mackenzie Financial
Ontario, Canada
$259K -$75.4K -450 -24%
Bessemer Group
200
Bessemer Group
New Jersey
$251K -$6.1M -36,410 -96%

MZTI Hedge Fund Activity: Q3 2020 in Review

260 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2020, worth a combined $2.7B — up 12% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MZTI positions and 19 closed out — a net gain of 14 holders — while 66 added to existing stakes and 109 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $22.8M. The largest seller was BlackRock, cutting an estimated $19.9M.

  • 260 institutional investors held The Marzetti Company (MZTI) as of Q3 2020, up from 247 in Q2 2020.
  • Funds reported $2.7B of The Marzetti Company stock for Q3 2020, up 12% quarter-over-quarter.
  • 33 funds opened new The Marzetti Company positions in Q3 2020 and 19 closed out, a net change of +14 holders.
  • The largest The Marzetti Company buyer in Q3 2020 was Neuberger Berman Group, an estimated $22.8M added.
  • The largest The Marzetti Company seller in Q3 2020 was BlackRock, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2020.