The Marzetti Company
MZTI
312 hedge funds and large institutions have $3.37B invested in The Marzetti Company in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 122 reducing their positions, and 34 closing their positions.
42% more call options, than puts
Call options by funds: $5.32M | Put options by funds: $3.75M
6% more capital invested
Capital invested by funds: $3.19B → $3.37B (+$180M)
3% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 34
0.26% less ownership
Funds ownership: 60.53% → 60.28% (-0.26%)
1% less funds holding
Funds holding: 314 → 312 (-2)
12% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 122
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$80.5M |
| 2 |
BlackRock
New York
|
+$28.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$18.6M |
| 4 |
HF
HRT Financial
New York
|
+$10.6M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$8.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$60.7M |
| 2 |
State Street
Boston,
Massachusetts
|
-$30.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$19.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$19.7M |
| 5 |
Man Group
London,
United Kingdom
|
-$18.8M |
MZTI Hedge Fund Activity: Q1 2023 in Review
312 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q1 2023, worth a combined $3.37B — up 5.6% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MZTI positions and 34 closed out — a net gain of 1 holder — while 107 added to existing stakes and 122 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $80.5M. The largest seller was First Trust Advisors, cutting an estimated $60.7M.
- 312 institutional investors held The Marzetti Company (MZTI) as of Q1 2023, down from 314 in Q4 2022.
- Funds reported $3.37B of The Marzetti Company stock for Q1 2023, up 5.6% quarter-over-quarter.
- 35 funds opened new The Marzetti Company positions in Q1 2023 and 34 closed out, a net change of +1 holder.
- The largest The Marzetti Company buyer in Q1 2023 was William Blair Investment Management, an estimated $80.5M added.
- The largest The Marzetti Company seller in Q1 2023 was First Trust Advisors, an estimated $60.7M sold.
Based on aggregated 13F filings for Q1 2023.