The Marzetti Company
MZTI
291 hedge funds and large institutions have $2.8B invested in The Marzetti Company in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 28 closing their positions.
598% more call options, than puts
Call options by funds: $5.11M | Put options by funds: $732K
43% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 28
2% more funds holding
Funds holding: 284 → 291 (+7)
1.46% more ownership
Funds ownership: 59.77% → 61.23% (+1.5%)
3% more capital invested
Capital invested by funds: $2.72B → $2.8B (+$85.6M)
1% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 103
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$29.1M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$18.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$14.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$12.6M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$14.5M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$6.21M |
| 3 |
State Street
Boston,
Massachusetts
|
-$5.98M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$5.66M |
| 5 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$5.14M |
MZTI Hedge Fund Activity: Q4 2023 in Review
291 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q4 2023, worth a combined $2.8B — up 3.2% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new MZTI positions and 28 closed out — a net gain of 12 holders — while 104 added to existing stakes and 103 trimmed.
The largest buyer was BlackRock, adding an estimated $29.1M. The largest seller was Diamond Hill Capital Management, cutting an estimated $14.5M.
- 291 institutional investors held The Marzetti Company (MZTI) as of Q4 2023, up from 284 in Q3 2023.
- Funds reported $2.8B of The Marzetti Company stock for Q4 2023, up 3.2% quarter-over-quarter.
- 40 funds opened new The Marzetti Company positions in Q4 2023 and 28 closed out, a net change of +12 holders.
- The largest The Marzetti Company buyer in Q4 2023 was BlackRock, an estimated $29.1M added.
- The largest The Marzetti Company seller in Q4 2023 was Diamond Hill Capital Management, an estimated $14.5M sold.
Based on aggregated 13F filings for Q4 2023.