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MZTI

The Marzetti Company

187 hedge funds and large institutions have $1.7B invested in The Marzetti Company in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 84 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 50.83%50.65% (-0.18%)

3% less funds holding

Funds holding: 193187 (-6)

5% less capital invested

Capital invested by funds: $1.8B → $1.7B (-$91M)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

78% less call options, than puts

Call options by funds: $392K | Put options by funds: $1.78M

Holders
187
Holders Change
-6
Holders Change %
-3.11%
% of All Funds
4.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
84
Reduced
57
Closed
25
Calls
$392K
Puts
$1.78M
Net Calls
-$1.39M
Net Calls Change
-$874K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$241M +$451K +3,602 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$231M +$1.44M +11,486 +0.6%
State Street
3
State Street
Massachusetts
$170M -$6.62M -52,848 -4%
Renaissance Technologies
4
Renaissance Technologies
New York
$92.1M +$17.6M +140,262 +23%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$89.6M +$4.42M +35,303 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$60.8M +$394K +3,146 +0.6%
Invesco
7
Invesco
Georgia
$54.1M -$24.2M -192,883 -30%
Fisher Asset Management
8
Fisher Asset Management
Washington
$49.4M -$74.2K -592 -0.1%
Northern Trust
9
Northern Trust
Illinois
$41.9M +$643K +5,131 +2%
SAM
10
Silvercrest Asset Management
New York
$41.6M -$1.14M -9,059 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$32.5M +$37.7K +301 +0.1%
Norges Bank
12
Norges Bank
Norway
$29.2M +$7.91M +63,090 +36%
ACM
13
Atlanta Capital Management
Georgia
$24.4M +$57.3K +457 +0.2%
Millennium Management
14
Millennium Management
New York
$23.7M +$22.3M +178,009 +1,136%
AQR Capital Management
15
AQR Capital Management
Connecticut
$23.7M -$1.58M -12,585 -6%
TA
16
Teachers Advisors
New York
$21.7M +$2.77M +22,065 +14%
DY
17
Dowling & Yahnke
California
$21.6M -$714K -5,700 -3%
RA
18
Royce & Associates
New York
$21M +$6.2M +49,500 +41%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$20.9M +$655K +5,225 +3%
Goldman Sachs
20
Goldman Sachs
New York
$19.6M -$2.37M -18,945 -11%
Public Employees Retirement Association of Colorado
21
Public Employees Retirement Association of Colorado
Colorado
$17.2M
Charles Schwab
22
Charles Schwab
California
$17M +$1.18M +9,378 +7%
ProShare Advisors
23
ProShare Advisors
Maryland
$16.1M +$1.57M +12,511 +11%
Prudential Financial
24
Prudential Financial
New Jersey
$16M +$2.36M +18,810 +17%
Morgan Stanley
25
Morgan Stanley
New York
$15.3M -$1.24M -9,931 -7%

MZTI Hedge Fund Activity: Q2 2017 in Review

187 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q2 2017, worth a combined $1.7B — down 5.1% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MZTI and 19 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 84 added.

The largest buyer was Millennium Management, adding an estimated $22.3M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $30.1M.

  • 187 institutional investors held The Marzetti Company (MZTI) as of Q2 2017, down from 193 in Q1 2017.
  • Funds reported $1.7B of The Marzetti Company stock for Q2 2017, down 5.1% quarter-over-quarter.
  • 19 funds opened new The Marzetti Company positions in Q2 2017 and 25 closed out, a net change of -6 holders.
  • The largest The Marzetti Company buyer in Q2 2017 was Millennium Management, an estimated $22.3M added.
  • The largest The Marzetti Company seller in Q2 2017 was Robeco Institutional Asset Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q2 2017.