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Marathon Petroleum

1,688 hedge funds and large institutions have $52.7B invested in Marathon Petroleum in 2024 Q1 according to their latest regulatory filings, with 255 funds opening new positions, 486 increasing their positions, 652 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 98

100% more funds holding in top 10

Funds holding in top 10: 2040 (+20)

60% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $876M

25% more capital invested

Capital invested by funds: $42.2B → $52.7B (+$10.6B)

9% more funds holding

Funds holding: 1,5491,688 (+139)

2.01% less ownership

Funds ownership: 74.82%72.8% (-2%)

25% less repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 652

Holders
1,688
Holders Change
+139
Holders Change %
+8.97%
% of All Funds
24.32%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
0.58%
New
255
Increased
486
Reduced
652
Closed
98
Calls
$1.4B
Puts
$876M
Net Calls
+$526M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$407M -$35.5M -207,676 -9%
LSV Asset Management
27
LSV Asset Management
Illinois
$345M -$11.3M -65,900 -4%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$335M +$20.1M +117,790 +8%
Deutsche Bank
29
Deutsche Bank
Germany
$334M +$4.18M +24,427 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$327M -$127M -740,568 -31%
Allianz Asset Management
31
Allianz Asset Management
Germany
$314M -$85M -496,930 -24%
N
32
Nuveen
North Carolina
$314M +$26.3M +153,802 +11%
UBS AM
33
UBS AM
Illinois
$269M -$54.6M -319,451 -19%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$266M -$12.6M -73,874 -5%
UBS Group
35
UBS Group
Switzerland
$256M +$40.6M +237,594 +23%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$253M -$117M -687,044 -35%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$248M -$7.59M -44,387 -3%
AM
38
AGF Management
Ontario, Canada
$246M -$352K -2,056 -0.2%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$244M +$2.14M +12,536 +1%
Swiss National Bank
40
Swiss National Bank
Switzerland
$229M -$19.4M -113,400 -9%
Barclays
41
Barclays
United Kingdom
$229M -$99.8M -583,767 -34%
CWP
42
Capital Wealth Planning
Florida
$224M +$188M +1,100,536 +10,903%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$204M +$2.03M +11,889 +1%
AQR Capital Management
44
AQR Capital Management
Connecticut
$202M -$74.4M -435,153 -30%
National Pension Service
45
National Pension Service
South Korea
$196M +$314K +1,839 +0.2%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$195M -$9.62M -56,256 -5%
A
47
AustralianSuper
Australia
$183M +$20.6M +120,354 +16%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$176M +$114M +666,494 +323%
Wells Fargo
49
Wells Fargo
California
$165M -$2.1M -12,269 -1%
Franklin Resources
50
Franklin Resources
California
$161M +$18.6M +109,056 +16%

MPC Hedge Fund Activity: Q1 2024 in Review

1,688 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q1 2024, worth a combined $52.7B — up 25% from $42.2B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new MPC positions and 98 closed out — a net gain of 157 holders — while 486 added to existing stakes and 652 trimmed.

The largest buyer was Capital Wealth Planning, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $1.3B.

  • 1,688 institutional investors held Marathon Petroleum (MPC) as of Q1 2024, up from 1,549 in Q4 2023.
  • Funds reported $52.7B of Marathon Petroleum stock for Q1 2024, up 25% quarter-over-quarter.
  • 255 funds opened new Marathon Petroleum positions in Q1 2024 and 98 closed out, a net change of +157 holders.
  • The largest Marathon Petroleum buyer in Q1 2024 was Capital Wealth Planning, an estimated $188M added.
  • The largest Marathon Petroleum seller in Q1 2024 was Morgan Stanley, an estimated $1.3B sold.

Based on aggregated 13F filings for Q1 2024.