The Marzetti Company
MZTI
186 hedge funds and large institutions have $2.07B invested in The Marzetti Company in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 88 increasing their positions, 54 reducing their positions, and 19 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 54
15% more capital invested
Capital invested by funds: $1.8B → $2.07B (+$269M)
1.12% more ownership
Funds ownership: 53.36% → 54.48% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 189 → 186 (-3)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$14.6M |
| 2 |
BlackRock
New York
|
+$13.9M |
| 3 |
Goldman Sachs
New York
|
+$10.3M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$7.96M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$22.2M |
| 2 |
Neuberger Berman Group
New York
|
-$5.31M |
| 3 |
RA
Royce & Associates
New York
|
-$5.08M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.9M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$2.96M |
MZTI Hedge Fund Activity: Q2 2018 in Review
186 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q2 2018, worth a combined $2.07B — up 15% from $1.8B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of MZTI and 16 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 88 added.
The largest buyer was Invesco, adding an estimated $14.6M. The largest seller was First Trust Advisors, cutting an estimated $22.2M.
- 186 institutional investors held The Marzetti Company (MZTI) as of Q2 2018, down from 189 in Q1 2018.
- Funds reported $2.07B of The Marzetti Company stock for Q2 2018, up 15% quarter-over-quarter.
- 16 funds opened new The Marzetti Company positions in Q2 2018 and 19 closed out, a net change of -3 holders.
- The largest The Marzetti Company buyer in Q2 2018 was Invesco, an estimated $14.6M added.
- The largest The Marzetti Company seller in Q2 2018 was First Trust Advisors, an estimated $22.2M sold.
Based on aggregated 13F filings for Q2 2018.