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Marathon Petroleum

1,387 hedge funds and large institutions have $40.9B invested in Marathon Petroleum in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 418 increasing their positions, 523 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 83

13% more capital invested

Capital invested by funds: $36.1B → $40.9B (+$4.83B)

7% more funds holding

Funds holding: 1,2911,387 (+96)

1.91% more ownership

Funds ownership: 73.12%75.03% (+1.9%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

20% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 523

23% less call options, than puts

Call options by funds: $927M | Put options by funds: $1.21B

Holders
1,387
Holders Change
+96
Holders Change %
+7.44%
% of All Funds
22.3%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.53%
New
202
Increased
418
Reduced
523
Closed
83
Calls
$927M
Puts
$1.21B
Net Calls
-$285M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$298M +$36.4M +319,158 +14%
Deutsche Bank
27
Deutsche Bank
Germany
$293M -$14.4M -126,587 -5%
Allianz Asset Management
28
Allianz Asset Management
Germany
$284M -$9.48M -83,165 -3%
Franklin Resources
29
Franklin Resources
California
$284M -$29.7M -260,672 -10%
Goldman Sachs
30
Goldman Sachs
New York
$280M +$24.6M +216,202 +10%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$259M +$5.51M +48,379 +2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$257M -$2.46M -21,593 -1%
LSV Asset Management
33
LSV Asset Management
Illinois
$251M -$10.8M -94,513 -4%
N
34
Nuveen
North Carolina
$244M +$11.4M +100,097 +5%
Swiss National Bank
35
Swiss National Bank
Switzerland
$236M -$36.2M -317,970 -14%
Renaissance Technologies
36
Renaissance Technologies
New York
$225M +$33.3M +292,500 +18%
Pacer Advisors
37
Pacer Advisors
Pennsylvania
$218M +$41.4M +363,389 +24%
Millennium Management
38
Millennium Management
New York
$214M -$68.4M -600,431 -25%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$202M -$18.5M -162,071 -9%
Citadel Advisors
40
Citadel Advisors
Florida
$185M +$140M +1,225,617 +337%
AQR Capital Management
41
AQR Capital Management
Connecticut
$171M +$19.9M +174,979 +13%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$171M -$14.6M -127,946 -8%
First Trust Advisors
43
First Trust Advisors
Illinois
$160M +$43.9M +385,616 +39%
Assenagon Asset Management
44
Assenagon Asset Management
Luxembourg
$150M -$40.4M -354,546 -22%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$149M -$1.43M -12,578 -1%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$146M -$37.5M -329,241 -21%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$145M -$14.3M -125,400 -9%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$141M -$44.3M -389,068 -24%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$136M -$17.6M -154,783 -12%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$136M -$166M -1,460,114 -56%

MPC Hedge Fund Activity: Q4 2022 in Review

1,387 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q4 2022, worth a combined $40.9B — up 13% from $36.1B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new MPC positions and 83 closed out — a net gain of 119 holders — while 418 added to existing stakes and 523 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $249M. The largest seller was Capital Wealth Planning, cutting an estimated $255M.

  • 1,387 institutional investors held Marathon Petroleum (MPC) as of Q4 2022, up from 1,291 in Q3 2022.
  • Funds reported $40.9B of Marathon Petroleum stock for Q4 2022, up 13% quarter-over-quarter.
  • 202 funds opened new Marathon Petroleum positions in Q4 2022 and 83 closed out, a net change of +119 holders.
  • The largest Marathon Petroleum buyer in Q4 2022 was Fidelity Investments, an estimated $249M added.
  • The largest Marathon Petroleum seller in Q4 2022 was Capital Wealth Planning, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2022.