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Marathon Petroleum

747 hedge funds and large institutions have $20.9B invested in Marathon Petroleum in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 233 increasing their positions, 304 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 74

18% more call options, than puts

Call options by funds: $752M | Put options by funds: $637M

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2% more funds holding

Funds holding: 730747 (+17)

3.48% less ownership

Funds ownership: 164.62%161.14% (-3.5%)

10% less capital invested

Capital invested by funds: $23.1B → $20.9B (-$2.23B)

23% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 304

Holders
747
Holders Change
+17
Holders Change %
+2.33%
% of All Funds
21.58%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.66%
New
100
Increased
233
Reduced
304
Closed
74
Calls
$752M
Puts
$637M
Net Calls
+$115M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
401
Pittenger & Anderson Inc
Nebraska
$1.51M +$25K +570 +2%
CM
402
CoreCommodity Management
Connecticut
$1.48M +$174K +3,976 +13%
WIM
403
Wilen Investment Management
Florida
$1.46M
CAM
404
Carret Asset Management
New York
$1.45M -$35.1K -800 -2%
UB
405
UMB Bank
Missouri
$1.42M +$1.67K +38 +0.1%
SAM
406
Sawgrass Asset Management
Florida
$1.42M -$2.19K -50 -0.2%
WDA
407
Wendell David Associates
New Hampshire
$1.39M
AF
408
Aldebaran Financial
$1.38M -$34.8K -794 -2%
PSUF
409
People's United Financial
Connecticut
$1.38M -$78.9K -1,800 -5%
PAM
410
Princeton Alpha Management
New Jersey
$1.36M +$1.37M +31,226 New
FHA
411
First Horizon Advisors
Tennessee
$1.35M -$5.7K -130 -0.4%
KKRC
412
Kohlberg Kravis Roberts & Co
New York
$1.35M -$649K -14,800 -32%
PA
413
Pinnacle Associates
New York
$1.35M +$133K +3,032 +11%
MFIMFI
414
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.35M +$656K +14,972 +94%
LPT
415
Legacy Private Trust
Wisconsin
$1.31M +$264K +6,020 +25%
CC
416
ClearArc Capital
Ohio
$1.3M -$11.8K -270 -0.9%
SGAM
417
Steinberg Global Asset Management
Florida
$1.3M -$148K -3,374 -10%
LPL Financial
418
LPL Financial
California
$1.29M -$316K -7,204 -20%
Creative Planning
419
Creative Planning
Kansas
$1.29M +$481K +10,972 +59%
FFC
420
First Financial Corp
Indiana
$1.27M +$17.5K +400 +1%
HFM
421
Hartford Financial Management
Connecticut
$1.25M
AAM
422
Advisors Asset Management
Colorado
$1.23M +$370K +8,454 +42%
BPC
423
Banque Pictet & Cie
Switzerland
$1.21M -$14.1K -322 -1%
WF
424
Welch & Forbes
Massachusetts
$1.21M
JMPWA
425
JP Morgan Private Wealth Advisors
California
$1.21M +$655K +14,956 +117%

MPC Hedge Fund Activity: Q1 2014 in Review

747 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q1 2014, worth a combined $20.9B — down 9.6% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new MPC positions and 74 closed out — a net gain of 26 holders — while 233 added to existing stakes and 304 trimmed.

The largest buyer was AJO LP, adding an estimated $211M. The largest seller was JP Morgan Chase, cutting an estimated $371M.

  • 747 institutional investors held Marathon Petroleum (MPC) as of Q1 2014, up from 730 in Q4 2013.
  • Funds reported $20.9B of Marathon Petroleum stock for Q1 2014, down 9.6% quarter-over-quarter.
  • 100 funds opened new Marathon Petroleum positions in Q1 2014 and 74 closed out, a net change of +26 holders.
  • The largest Marathon Petroleum buyer in Q1 2014 was AJO LP, an estimated $211M added.
  • The largest Marathon Petroleum seller in Q1 2014 was JP Morgan Chase, an estimated $371M sold.

Based on aggregated 13F filings for Q1 2014.