We are live on ! Find out more
MPC icon

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
RNS
551
Robert N. Shapiro
$390K -$123K -2,800 -24%
OPTFSNA
552
Old Point Trust & Financial Services N A
Virginia
$390K -$48.2K -1,100 -11%
CCG
553
Cypress Capital Group
Florida
$388K -$10.2K -232 -3%
NRS
554
Neville Rodie & Shaw
New York
$387K
FWSM
555
First Wilshire Securities Management
California
$381K
Bank of Nova Scotia
556
Bank of Nova Scotia
Ontario, Canada
$374K -$526 -12 -0.1%
Fuller & Thaler Asset Management
557
Fuller & Thaler Asset Management
California
$374K +$114K +2,600 +43%
MIC
558
MU Investments Company
Japan
$372K -$342K -7,800 -48%
CAM
559
Cypress Asset Management
Texas
$372K
BHWM
560
Bar Harbor Wealth Management
New Hampshire
$366K +$28.5K +650 +8%
T
561
TradeWorx
New Jersey
$366K +$368K +8,402 New
Brown Advisory
562
Brown Advisory
Maryland
$364K +$10.3K +234 +3%
SSB
563
Sandy Spring Bank
Maryland
$363K +$87.7K +2,002 +32%
PVWM
564
Point View Wealth Management
New Jersey
$360K
CLOS
565
Compagnie Lombard Odier SCmA
Switzerland
$357K +$210K +4,798 +141%
TCOV
566
Trust Company of Vermont
Vermont
$356K -$29.4K -670 -8%
MC
567
Moors & Cabot
Massachusetts
$355K +$358K +8,164 New
CS
568
Comerica Securities
Michigan
$353K +$90.1K +2,056 +34%
ECM
569
Everence Capital Management
Indiana
$346K
HTC
570
Haverford Trust Company
Pennsylvania
$343K
CWP
571
Capital Wealth Planning
Florida
$338K +$340K +7,756 New
GCM
572
GeoSphere Capital Management
Florida
$326K +$329K +7,500 New
PAG
573
Private Advisor Group
New Jersey
$323K -$48.5K -1,106 -13%
DP
574
Dearborn Partners
Illinois
$321K -$36.8K -840 -10%
X
575
Xponance
Pennsylvania
$321K +$324K +7,390 New

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.