The Marzetti Company
MZTI
202 hedge funds and large institutions have $2.21B invested in The Marzetti Company in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 13 closing their positions.
131% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
9% more funds holding
Funds holding: 186 → 202 (+16)
6% more capital invested
Capital invested by funds: $2.07B → $2.21B (+$133M)
3% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 69
0.06% less ownership
Funds ownership: 54.48% → 54.42% (-0.06%)
62% less call options, than puts
Call options by funds: $1.18M | Put options by funds: $3.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$26.9M |
| 2 |
Man Group
London,
United Kingdom
|
+$7.23M |
| 3 |
Morgan Stanley
New York
|
+$7.08M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.74M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$30.4M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
-$9.35M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$9.09M |
| 4 |
Neuberger Berman Group
New York
|
-$5.59M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$4.52M |
MZTI Hedge Fund Activity: Q3 2018 in Review
202 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2018, worth a combined $2.21B — up 6.4% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new MZTI positions and 13 closed out — a net gain of 17 holders — while 71 added to existing stakes and 69 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $26.9M. The largest seller was State Street, cutting an estimated $30.4M.
- 202 institutional investors held The Marzetti Company (MZTI) as of Q3 2018, up from 186 in Q2 2018.
- Funds reported $2.21B of The Marzetti Company stock for Q3 2018, up 6.4% quarter-over-quarter.
- 30 funds opened new The Marzetti Company positions in Q3 2018 and 13 closed out, a net change of +17 holders.
- The largest The Marzetti Company buyer in Q3 2018 was Cornerstone Wealth Management, an estimated $26.9M added.
- The largest The Marzetti Company seller in Q3 2018 was State Street, an estimated $30.4M sold.
Based on aggregated 13F filings for Q3 2018.