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Marathon Petroleum

1,097 hedge funds and large institutions have $28.8B invested in Marathon Petroleum in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 347 increasing their positions, 376 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 82

9% more funds holding

Funds holding: 1,0041,097 (+93)

3% more call options, than puts

Call options by funds: $814M | Put options by funds: $788M

2% less capital invested

Capital invested by funds: $29.6B → $28.8B (-$726M)

8% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 376

1.81% less ownership

Funds ownership: 75.05%73.24% (-1.8%)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
1,097
Holders Change
+93
Holders Change %
+9.26%
% of All Funds
16.88%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.14%
New
191
Increased
347
Reduced
376
Closed
82
Calls
$814M
Puts
$788M
Net Calls
+$25.9M
Net Calls Change
-$439M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
501
Institute for Wealth Management
Colorado
$804K -$4.24K -66 -0.5%
APA
502
American Portfolios Advisors
New York
$799K +$27.1K +422 +3%
VPIM
503
Vanguard Personalized Indexing Management
California
$799K +$169K +2,624 +27%
SP
504
Symmetry Partners
Connecticut
$776K +$187K +2,906 +32%
CL
505
Choreo LLC
Illinois
$769K -$41.8K -650 -5%
AWCI
506
Alpine Woods Capital Investors
New York
$768K
Koshinski Asset Management
507
Koshinski Asset Management
Illinois
$767K +$29.4K +458 +4%
OQS
508
Occudo Quantitative Strategies
Florida
$760K +$126K +1,958 +20%
IF
509
Intrua Financial
Texas
$758K -$13.9K -216 -2%
MSA
510
Marino Stram & Associates
Massachusetts
$752K +$42.8K +666 +6%
SI
511
Saxon Interests
Texas
$745K +$659K +10,249 New
BCV
512
Banque Cantonale Vaudoise
Switzerland
$737K
BL
513
Balentine LLC
Georgia
$734K +$176K +2,737 +31%
RFA
514
Resurgent Financial Advisors
Georgia
$733K +$736K +11,455 New
SFA
515
Souders Financial Advisors
Ohio
$726K +$729K +11,345 New
DAM
516
Doheny Asset Management
California
$725K -$145K -2,250 -17%
KIA
517
KCM Investment Advisors
California
$725K +$46.2K +719 +7%
VT
518
Vise Technologies
New York
$724K +$727K +11,314 New
DCM
519
Dupont Capital Management
Delaware
$718K -$1.5M -23,285 -67%
SFSG
520
Sound Financial Strategies Group
Mississippi
$718K -$18.5K -288 -3%
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$718K +$721K +11,221 New
MA
522
MUFG Americas
New York
$716K +$25.5K +397 +4%
PWPS
523
Pinnacle Wealth Planning Services
Ohio
$712K +$31.2K +485 +5%
MI
524
Markston International
New York
$710K -$306K -4,765 -30%
EF
525
Empirical Finance
Pennsylvania
$709K +$187K +2,915 +36%

MPC Hedge Fund Activity: Q4 2021 in Review

1,097 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q4 2021, worth a combined $28.8B — down 2.5% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new MPC positions and 82 closed out — a net gain of 109 holders — while 347 added to existing stakes and 376 trimmed.

The largest buyer was Capital Wealth Planning, opening a new position worth an estimated $141M. The largest seller was BlackRock, cutting an estimated $372M.

  • 1,097 institutional investors held Marathon Petroleum (MPC) as of Q4 2021, up from 1,004 in Q3 2021.
  • Funds reported $28.8B of Marathon Petroleum stock for Q4 2021, down 2.5% quarter-over-quarter.
  • 191 funds opened new Marathon Petroleum positions in Q4 2021 and 82 closed out, a net change of +109 holders.
  • The largest Marathon Petroleum buyer in Q4 2021 was Capital Wealth Planning, an estimated $141M added.
  • The largest Marathon Petroleum seller in Q4 2021 was BlackRock, an estimated $372M sold.

Based on aggregated 13F filings for Q4 2021.