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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
IIA
176
ICW Investment Advisors
Arizona
$658K +$7.32K +40 +1%
US Bancorp
177
US Bancorp
Minnesota
$656K -$223K -1,217 -24%
TWP
178
Triad Wealth Partners
Kansas
$650K +$687K +3,754 New
AI
179
Atom Investors
Texas
$630K -$1.1K -6 -0.2%
IBOK
180
Independence Bank of Kentucky
Kentucky
$630K +$666K +3,637 New
WBWA
181
William B. Walkup & Associates
South Carolina
$628K
BA
182
Bridgewater Associates
Connecticut
$608K -$307K -1,675 -32%
RAM
183
Resona Asset Management
Japan
$597K
DZ Bank
184
DZ Bank
Germany
$597K +$631K +3,448 New
FHB
185
First Hawaiian Bank
Hawaii
$578K +$81.5K +445 +15%
Point72 Asset Management
186
Point72 Asset Management
Connecticut
$571K -$1.37M -7,500 -69%
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$567K +$2.38K +13 +0.4%
Aviva
188
Aviva
United Kingdom
$565K -$74.9K -409 -11%
SA
189
Sanctuary Advisors
Indiana
$558K -$33.9K -185 -5%
CAM
190
Cresset Asset Management
Illinois
$551K -$162K -883 -22%
FTWA
191
Fifth Third Wealth Advisors
Ohio
$517K -$91.5K -500 -14%
NA
192
NewEdge Advisors
Louisiana
$515K +$536K +2,931 +6,372%
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$498K +$5.49K +30 +1%
X
194
Xponance
Pennsylvania
$478K +$24.9K +136 +5%
Pictet Asset Management
195
Pictet Asset Management
Switzerland
$474K +$76.1K +416 +18%
XT
196
XTX Topco
Cayman Islands
$472K +$52.5K +287 +12%
Osaic Holdings
197
Osaic Holdings
Arizona
$461K +$124K +678 +34%
Nomura Holdings
198
Nomura Holdings
Japan
$443K +$468K +2,556 New
SFA
199
Sequoia Financial Advisors
Ohio
$440K -$1.65K -9 -0.4%
Daiwa Securities Group
200
Daiwa Securities Group
Japan
$435K -$4.03K -22 -0.9%

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.