The Marzetti Company
MZTI
154 hedge funds and large institutions have $1.44B invested in The Marzetti Company in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more capital invested
Capital invested by funds: $1.25B → $1.44B (+$188M)
5% more funds holding
Funds holding: 146 → 154 (+8)
6% more call options, than puts
Call options by funds: $1.22M | Put options by funds: $1.15M
20% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 60
Top Buyers
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$15.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$12.1M |
| 3 |
GAM
Gotham Asset Management
New York
|
+$10.1M |
| 4 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
+$5.92M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
+$5.48M |
Top Sellers
| 1 |
RA
Royce & Associates
New York
|
-$8.77M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$8.23M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$6.53M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$3.46M |
| 5 |
Goldman Sachs
New York
|
-$3.05M |
MZTI Hedge Fund Activity: Q1 2014 in Review
154 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q1 2014, worth a combined $1.44B — up 15% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MZTI positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 60 trimmed.
The largest buyer was Atlanta Capital Management, opening a new position worth an estimated $15.2M. The largest seller was Royce & Associates, cutting an estimated $8.77M.
- 154 institutional investors held The Marzetti Company (MZTI) as of Q1 2014, up from 146 in Q4 2013.
- Funds reported $1.44B of The Marzetti Company stock for Q1 2014, up 15% quarter-over-quarter.
- 23 funds opened new The Marzetti Company positions in Q1 2014 and 12 closed out, a net change of +11 holders.
- The largest The Marzetti Company buyer in Q1 2014 was Atlanta Capital Management, an estimated $15.2M added.
- The largest The Marzetti Company seller in Q1 2014 was Royce & Associates, an estimated $8.77M sold.
Based on aggregated 13F filings for Q1 2014.