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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
TCIM
26
TIAA CREF Investment Management
New York
$211M -$4.38M -100,008 -2%
EPCM
27
Eton Park Capital Management
New York
$211M +$32.4M +739,400 +18%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$197M +$65.3K +1,490 +0%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$182M +$39.8M +909,240 +28%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$170M +$72.1M +1,644,800 +72%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$168M +$50M +1,140,616 +42%
Wells Fargo
32
Wells Fargo
California
$167M +$14.4M +328,466 +9%
Two Sigma Investments
33
Two Sigma Investments
New York
$165M +$12.5M +284,954 +8%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$160M +$12.7M +288,772 +8%
VanEck Associates
35
VanEck Associates
New York
$158M -$1.69M -38,600 -1%
AllianceBernstein
36
AllianceBernstein
Tennessee
$156M -$281M -6,407,992 -64%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$155M +$13.4M +306,648 +9%
Ninety One (UK)
38
Ninety One (UK)
United Kingdom
$151M +$347K +7,914 +0.2%
AAMU
39
Amundi Asset Management US
Massachusetts
$146M +$1.53M +35,014 +1%
Morgan Stanley
40
Morgan Stanley
New York
$146M +$27M +617,128 +22%
Deutsche Bank
41
Deutsche Bank
Germany
$141M -$30.2M -689,540 -18%
Invesco
42
Invesco
Georgia
$139M -$13.6M -309,826 -9%
SAC
43
Smith Affiliated Capital
New York
$137M
UBS AM
44
UBS AM
Illinois
$124M +$13.7M +312,136 +12%
DCM
45
Discovery Capital Management
Connecticut
$124M +$108M +2,469,300 +667%
PC
46
Passport Capital
California
$122M +$70.8M +1,615,110 +135%
Prudential Financial
47
Prudential Financial
New Jersey
$122M +$9.62M +219,514 +9%
Legal & General Group
48
Legal & General Group
United Kingdom
$119M -$5.59M -127,678 -4%
BlackRock
49
BlackRock
New York
$112M -$7.09M -161,778 -6%
EAM
50
Edge Asset Management
Washington
$110M -$358K -8,164 -0.3%

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.