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MZTI

The Marzetti Company

337 hedge funds and large institutions have $2.91B invested in The Marzetti Company in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $3.76M

37% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 104

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

0% more funds holding

Funds holding: 337337 (0)

0.66% less ownership

Funds ownership: 61.68%61.02% (-0.66%)

3% less capital invested

Capital invested by funds: $3B → $2.91B (-$85.7M)

Holders
337
Holders Change
Holders Change %
0%
% of All Funds
4.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
142
Reduced
104
Closed
39
Calls
$7.34M
Puts
$3.76M
Net Calls
+$3.58M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$434M +$7.4M +40,444 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$381M +$5.67M +30,987 +1%
State Street
3
State Street
Massachusetts
$179M +$1.24M +6,802 +0.7%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$145M -$24.5M -134,118 -14%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$97.3M +$1.04M +5,690 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$88.4M +$274K +1,496 +0.3%
LCOV
7
London Company of Virginia
Virginia
$78M +$2.29M +12,500 +3%
CIP
8
Champlain Investment Partners
Vermont
$76.9M -$18M -98,282 -18%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$71.7M -$10.5M -57,201 -12%
Morgan Stanley
10
Morgan Stanley
New York
$62.5M -$5.53M -30,214 -8%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$61.4M -$8.4M -45,916 -11%
SAM
12
Silvercrest Asset Management
New York
$60.3M -$2.63M -14,390 -4%
Renaissance Technologies
13
Renaissance Technologies
New York
$54.1M -$5.8M -31,662 -9%
BTW
14
Boston Trust Walden
Massachusetts
$52.9M +$9.52M +52,030 +21%
Northern Trust
15
Northern Trust
Illinois
$50.2M +$5.3M +28,965 +11%
Charles Schwab
16
Charles Schwab
California
$49.5M +$946K +5,168 +2%
GKIM
17
GW&K Investment Management
Massachusetts
$46.3M +$484K +2,642 +1%
First Trust Advisors
18
First Trust Advisors
Illinois
$45.9M -$6.3M -34,413 -11%
ProShare Advisors
19
ProShare Advisors
Maryland
$41.2M +$4.03M +22,019 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$40.2M +$1.72M +9,411 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$37M +$1.8M +9,861 +5%
Citadel Advisors
22
Citadel Advisors
Florida
$36M +$23.9M +130,687 +169%
William Blair & Company
23
William Blair & Company
Illinois
$33.3M +$1.08M +5,916 +3%
Goldman Sachs
24
Goldman Sachs
New York
$33M -$1.58M -8,654 -4%
Invesco
25
Invesco
Georgia
$32.7M -$3.49M -19,072 -9%

MZTI Hedge Fund Activity: Q4 2024 in Review

337 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q4 2024, worth a combined $2.91B — down 2.9% from $3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MZTI positions and 39 closed out — a net gain of 3 holders — while 142 added to existing stakes and 104 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $23.9M. The largest seller was William Blair Investment Management, cutting an estimated $24.5M.

  • 337 institutional investors held The Marzetti Company (MZTI) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $2.91B of The Marzetti Company stock for Q4 2024, down 2.9% quarter-over-quarter.
  • 42 funds opened new The Marzetti Company positions in Q4 2024 and 39 closed out, a net change of +3 holders.
  • The largest The Marzetti Company buyer in Q4 2024 was Citadel Advisors, an estimated $23.9M added.
  • The largest The Marzetti Company seller in Q4 2024 was William Blair Investment Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2024.