The Marzetti Company
MZTI
194 hedge funds and large institutions have $1.88B invested in The Marzetti Company in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 72 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
10% more capital invested
Capital invested by funds: $1.72B → $1.88B (+$166M)
8% more funds holding
Funds holding: 180 → 194 (+14)
1.05% more ownership
Funds ownership: 52.09% → 53.13% (+1%)
13% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 72
51% less call options, than puts
Call options by funds: $1.54M | Put options by funds: $3.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$29.2M |
| 2 |
Neuberger Berman Group
New York
|
+$17.5M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$9.48M |
| 4 |
Morgan Stanley
New York
|
+$7.43M |
| 5 |
FIM
Foresters Investment Management
New York
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$7.91M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.49M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$6.61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.66M |
| 5 |
Millennium Management
New York
|
-$5.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Two Sigma Investments
New York
| – | -$710K | -5,911 | Closed |
|
202
Balyasny Asset Management
Chicago,
Illinois
| – | -$480K | -3,992 | Closed |
|
203
Wellington Management Group
Boston,
Massachusetts
| – | -$316K | -2,632 | Closed |
|
|
PCM
204
Prelude Capital Management
New York
| – | -$178K | -1,485 | Closed |
|
|
FQ
205
First Quadrant
Glendale,
California
| – | -$49K | -410 | Closed |
|
|
CG
206
Cutler Group
San Francisco,
California
| – | -$14K | -120 | Closed |
|
|
WAM
207
Wolverine Asset Management
Chicago,
Illinois
| – | -$10K | -86 | Closed |
|
|
ACM
208
Aviance Capital Management
Sarasota,
Florida
| – | -$8K | -68 | Closed |
|
|
JIM
209
Jupiter Investment Management
London,
United Kingdom
| – | -$6K | -52 | Closed |
|
|
IA
210
IFP Advisors
Tampa,
Florida
| – | -$4K | -35 | Closed |
|
|
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$3K | -23 | Closed |
|
MZTI Hedge Fund Activity: Q4 2017 in Review
194 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q4 2017, worth a combined $1.88B — up 9.7% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MZTI positions and 17 closed out — a net gain of 14 holders — while 63 added to existing stakes and 72 trimmed.
The largest buyer was State Street, adding an estimated $29.2M. The largest seller was Renaissance Technologies, cutting an estimated $7.91M.
- 194 institutional investors held The Marzetti Company (MZTI) as of Q4 2017, up from 180 in Q3 2017.
- Funds reported $1.88B of The Marzetti Company stock for Q4 2017, up 9.7% quarter-over-quarter.
- 31 funds opened new The Marzetti Company positions in Q4 2017 and 17 closed out, a net change of +14 holders.
- The largest The Marzetti Company buyer in Q4 2017 was State Street, an estimated $29.2M added.
- The largest The Marzetti Company seller in Q4 2017 was Renaissance Technologies, an estimated $7.91M sold.
Based on aggregated 13F filings for Q4 2017.