The Marzetti Company
MZTI
163 hedge funds and large institutions have $1.23B invested in The Marzetti Company in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
4% more funds holding
Funds holding: 156 → 163 (+7)
9% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 58
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less capital invested
Capital invested by funds: $1.41B → $1.23B (-$179M)
94% less call options, than puts
Call options by funds: $213K | Put options by funds: $3.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.22M |
| 2 |
Millennium Management
New York
|
+$3.05M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$2.87M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$2.84M |
| 5 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$17.2M |
| 2 |
Neuberger Berman Group
New York
|
-$11.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$8.82M |
| 4 |
RA
Royce & Associates
New York
|
-$6.76M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.63M |
MZTI Hedge Fund Activity: Q3 2014 in Review
163 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2014, worth a combined $1.23B — down 13% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MZTI positions and 10 closed out — a net gain of 9 holders — while 63 added to existing stakes and 58 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.22M. The largest seller was Norges Bank, cutting an estimated $17.2M.
- 163 institutional investors held The Marzetti Company (MZTI) as of Q3 2014, up from 156 in Q2 2014.
- Funds reported $1.23B of The Marzetti Company stock for Q3 2014, down 13% quarter-over-quarter.
- 19 funds opened new The Marzetti Company positions in Q3 2014 and 10 closed out, a net change of +9 holders.
- The largest The Marzetti Company buyer in Q3 2014 was Morgan Stanley, an estimated $3.22M added.
- The largest The Marzetti Company seller in Q3 2014 was Norges Bank, an estimated $17.2M sold.
Based on aggregated 13F filings for Q3 2014.