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MZTI

The Marzetti Company

337 hedge funds and large institutions have $3B invested in The Marzetti Company in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 118 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

686% more call options, than puts

Call options by funds: $7.63M | Put options by funds: $970K

13% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 118

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

0.56% more ownership

Funds ownership: 61.12%61.68% (+0.56%)

0% more funds holding

Funds holding: 336337 (+1)

6% less capital invested

Capital invested by funds: $3.18B → $3B (-$180M)

Holders
337
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
4.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
133
Reduced
118
Closed
35
Calls
$7.63M
Puts
$970K
Net Calls
+$6.66M
Net Calls Change
+$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
176
Legacy Wealth Asset Management
Minnesota
$708K -$4.05K -22 -0.5%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$701K -$8.1K -44 -1%
OPERF
178
Oregon Public Employees Retirement Fund
Oregon
$693K -$53.4K -290 -7%
PAS
179
Point72 Asia (Singapore)
Singapore
$684K +$640K +3,480 +883%
CFD
180
Creative Financial Designs
Indiana
$672K +$12.3K +67 +2%
Creative Planning
181
Creative Planning
Kansas
$667K -$65.9K -358 -9%
IIA
182
ICW Investment Advisors
Arizona
$664K +$15.3K +83 +2%
HighTower Advisors
183
HighTower Advisors
Illinois
$652K -$82.6K -449 -11%
SA
184
Sanctuary Advisors
Indiana
$649K +$168K +912 +36%
Aviva
185
Aviva
United Kingdom
$649K +$64.2K +349 +10%
AI
186
Atom Investors
Texas
$643K -$1.56M -8,474 -70%
SYBT
187
Stock Yards Bank & Trust
Kentucky
$642K
GCM
188
Graham Capital Management
Connecticut
$640K -$470K -2,555 -41%
WBWA
189
William B. Walkup & Associates
South Carolina
$640K
AAM
190
Advisors Asset Management
Colorado
$635K -$368K -1,997 -36%
BIP
191
Brandes Investment Partners
California
$634K +$90.9K +494 +16%
FTWA
192
Fifth Third Wealth Advisors
Ohio
$615K +$920 +5 +0.1%
RAM
193
Resona Asset Management
Japan
$609K
VPIM
194
Vanguard Personalized Indexing Management
California
$587K +$11K +60 +2%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$586K -$67.2K -365 -10%
OTPPB
196
Ontario Teachers' Pension Plan Board
Ontario, Canada
$562K -$2.2M -11,959 -79%
BHCM
197
Brevan Howard Capital Management
Jersey
$552K +$339K +1,842 +143%
TCM
198
Tributary Capital Management
Nebraska
$536K +$65.7K +357 +13%
FHB
199
First Hawaiian Bank
Hawaii
$511K -$6.63K -36 -1%
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$502K -$30.6K -166 -6%

MZTI Hedge Fund Activity: Q3 2024 in Review

337 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2024, worth a combined $3B — down 5.7% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MZTI positions and 35 closed out — a net gain of 3 holders — while 133 added to existing stakes and 118 trimmed.

The largest buyer was WesBanco Bank, adding an estimated $29.4M. The largest seller was BlackRock, cutting an estimated $25.7M.

  • 337 institutional investors held The Marzetti Company (MZTI) as of Q3 2024, up from 336 in Q2 2024.
  • Funds reported $3B of The Marzetti Company stock for Q3 2024, down 5.7% quarter-over-quarter.
  • 38 funds opened new The Marzetti Company positions in Q3 2024 and 35 closed out, a net change of +3 holders.
  • The largest The Marzetti Company buyer in Q3 2024 was WesBanco Bank, an estimated $29.4M added.
  • The largest The Marzetti Company seller in Q3 2024 was BlackRock, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2024.