The Marzetti Company
MZTI
321 hedge funds and large institutions have $3.49B invested in The Marzetti Company in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 129 reducing their positions, and 20 closing their positions.
150% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 20
141% more call options, than puts
Call options by funds: $3.76M | Put options by funds: $1.56M
22% more capital invested
Capital invested by funds: $2.86B → $3.49B (+$630M)
10% more funds holding
Funds holding: 291 → 321 (+30)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.35% less ownership
Funds ownership: 62.49% → 61.14% (-1.3%)
25% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$65.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.3M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$15.5M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$14.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$71.1M |
| 2 |
Morgan Stanley
New York
|
-$70.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$22M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$7.28M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$7.17M |
MZTI Hedge Fund Activity: Q1 2024 in Review
321 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q1 2024, worth a combined $3.49B — up 22% from $2.86B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new MZTI positions and 20 closed out — a net gain of 30 holders — while 97 added to existing stakes and 129 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $65.4M. The largest seller was Victory Capital Management, cutting an estimated $71.1M.
- 321 institutional investors held The Marzetti Company (MZTI) as of Q1 2024, up from 291 in Q4 2023.
- Funds reported $3.49B of The Marzetti Company stock for Q1 2024, up 22% quarter-over-quarter.
- 50 funds opened new The Marzetti Company positions in Q1 2024 and 20 closed out, a net change of +30 holders.
- The largest The Marzetti Company buyer in Q1 2024 was Thrivent Financial for Lutherans, an estimated $65.4M added.
- The largest The Marzetti Company seller in Q1 2024 was Victory Capital Management, an estimated $71.1M sold.
Based on aggregated 13F filings for Q1 2024.