The Marzetti Company
MZTI
313 hedge funds and large institutions have $3.19B invested in The Marzetti Company in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 22 closing their positions.
227% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 22
58% more call options, than puts
Call options by funds: $6.16M | Put options by funds: $3.89M
27% more capital invested
Capital invested by funds: $2.52B → $3.19B (+$671M)
15% more funds holding
Funds holding: 271 → 313 (+42)
3% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 98
2.21% less ownership
Funds ownership: 60.96% → 58.76% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$142M |
| 2 |
Morgan Stanley
New York
|
+$22.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$15.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$12.9M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$134M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$49.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$17M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$16.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.41M |
MZTI Hedge Fund Activity: Q4 2022 in Review
313 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q4 2022, worth a combined $3.19B — up 27% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MZTI positions and 22 closed out — a net gain of 50 holders — while 101 added to existing stakes and 98 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $142M. The largest seller was State Street, cutting an estimated $134M.
- 313 institutional investors held The Marzetti Company (MZTI) as of Q4 2022, up from 271 in Q3 2022.
- Funds reported $3.19B of The Marzetti Company stock for Q4 2022, up 27% quarter-over-quarter.
- 72 funds opened new The Marzetti Company positions in Q4 2022 and 22 closed out, a net change of +50 holders.
- The largest The Marzetti Company buyer in Q4 2022 was William Blair Investment Management, an estimated $142M added.
- The largest The Marzetti Company seller in Q4 2022 was State Street, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2022.