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Marathon Petroleum

731 hedge funds and large institutions have $23.1B invested in Marathon Petroleum in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 201 increasing their positions, 296 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 67

57% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $702M

43% more capital invested

Capital invested by funds: $16.1B → $23.1B (+$7B)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

12% more funds holding

Funds holding: 655731 (+76)

7.69% more ownership

Funds ownership: 156.94%164.63% (+7.7%)

32% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 296

Holders
731
Holders Change
+76
Holders Change %
+11.6%
% of All Funds
21.21%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
148
Increased
201
Reduced
296
Closed
67
Calls
$1.1B
Puts
$702M
Net Calls
+$399M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
351
Hennessy Advisors Inc
California
$2.35M -$53.9K -1,400 -3%
Zurich Cantonal Bank
352
Zurich Cantonal Bank
Switzerland
$2.35M +$168K +4,370 +9%
Pacer Advisors
353
Pacer Advisors
Pennsylvania
$2.3M +$1.96M +50,962 New
KRS
354
Kentucky Retirement Systems
Kentucky
$2.28M -$88.6K -2,304 -4%
BC
355
Barnett & Company
Tennessee
$2.26M -$155K -4,024 -8%
CCM
356
Corsair Capital Management
New York
$2.25M -$4.68M -121,626 -71%
SIP
357
Stoneridge Investment Partners
Pennsylvania
$2.22M +$108K +2,800 +6%
LSERS
358
Louisiana State Employees Retirement System
Louisiana
$2.22M +$1.86M +48,400 New
TU
359
TDAM USA
Ontario, Canada
$2.21M -$406K -10,552 -18%
VAM
360
Visium Asset Management
New York
$2.2M +$635K +16,508 +53%
TMAM
361
Tokio Marine Asset Management
Japan
$2.19M -$299K -7,782 -14%
FMBTD
362
First Midwest Bank Trust Division
Illinois
$2.19M +$649K +16,860 +55%
Thrivent Financial for Lutherans
363
Thrivent Financial for Lutherans
Minnesota
$2.18M -$30.8K -800 -2%
LMGAM
364
Liberty Mutual Group Asset Management
Massachusetts
$2.18M +$370K +9,624 +25%
BSPF
365
British Steel Pension Fund
United Kingdom
$2.14M -$116K -3,012 -6%
ISL
366
Ingalls & Snyder LLC
New York
$2.14M +$19.2K +500 +1%
SI
367
Sprott Inc
Ontario, Canada
$2.13M +$1.79M +46,400 New
KKRC
368
Kohlberg Kravis Roberts & Co
New York
$2.1M +$1.76M +45,800 New
CC
369
Cognios Capital
Kansas
$2.07M +$1.74M +45,254 New
MA
370
Montag & Associates
Georgia
$2.06M +$1.34M +34,850 +349%
Fiera Capital (Canada)
371
Fiera Capital (Canada)
Quebec, Canada
$2.02M -$323K -8,400 -16%
NLI
372
Nippon Life Insurance
Japan
$1.95M -$249K -6,460 -13%
CIBC World Market
373
CIBC World Market
Ontario, Canada
$1.94M +$1.21M +31,422 +288%
SRCM
374
Swift Run Capital Management
Virginia
$1.93M +$1.62M +41,990 New
FCAM
375
F&C Asset Management
United Kingdom
$1.91M +$81.9K +2,130 +5%

MPC Hedge Fund Activity: Q4 2013 in Review

731 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q4 2013, worth a combined $23.1B — up 43% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new MPC positions and 67 closed out — a net gain of 81 holders — while 201 added to existing stakes and 296 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $273M. The largest seller was Janus Henderson Investors US, cutting an estimated $232M.

  • 731 institutional investors held Marathon Petroleum (MPC) as of Q4 2013, up from 655 in Q3 2013.
  • Funds reported $23.1B of Marathon Petroleum stock for Q4 2013, up 43% quarter-over-quarter.
  • 148 funds opened new Marathon Petroleum positions in Q4 2013 and 67 closed out, a net change of +81 holders.
  • The largest Marathon Petroleum buyer in Q4 2013 was JP Morgan Chase, an estimated $273M added.
  • The largest Marathon Petroleum seller in Q4 2013 was Janus Henderson Investors US, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2013.