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Marathon Petroleum

656 hedge funds and large institutions have $16.1B invested in Marathon Petroleum in 2013 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 223 increasing their positions, 273 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $528M | Put options by funds: $291M

3.16% less ownership

Funds ownership: 160.12%156.95% (-3.2%)

4% less funds holding

Funds holding: 683656 (-27)

6% less funds holding in top 10

Funds holding in top 10: 1817 (-1)

14% less capital invested

Capital invested by funds: $18.7B → $16.1B (-$2.56B)

18% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 273

24% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 92

Holders
656
Holders Change
-27
Holders Change %
-3.95%
% of All Funds
21.26%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.55%
New
70
Increased
223
Reduced
273
Closed
92
Calls
$528M
Puts
$291M
Net Calls
+$237M
Net Calls Change
-$290M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
576
Parallax Volatility Advisers
California
$97K -$67.2K -1,910 -39%
CAW
577
Cornerstone Advisors (Washington)
Washington
$97K +$104K +2,950 +4,470%
OSNBOA
578
Old Second National Bank of Aurora
Illinois
$79K
BG
579
Bollard Group
Massachusetts
$71K +$77.4K +2,200 New
ClearBridge Investments
580
ClearBridge Investments
New York
$69K
EFSCE
581
Enterprise Financial Services Corp (EFSC)
Missouri
$67K -$5.56K -158 -7%
HCC
582
Hirtle Callaghan & Co
Pennsylvania
$66K +$71.7K +2,040 New
HR
583
Howe & Rusling
New York
$65K -$1.62K -46 -2%
WT
584
Whittier Trust
California
$64K
WRM
585
Westport Resources Management
Connecticut
$61K
FANJ
586
Financial Architects (New Jersey)
New Jersey
$59K +$43.5K +1,236 +209%
MCM
587
Manchester Capital Management
Vermont
$55K -$10.7K -304 -15%
SSG
588
Summit Securities Group
New York
$51K +$56.3K +1,600 New
IMS
589
Index Management Solutions
Pennsylvania
$50K +$54.4K +1,548 New
ECM
590
ETrade Capital Management
Virginia
$49K +$16K +456 +43%
WC
591
Whitnell & Co
Illinois
$45K
WA
592
WFG Advisors
Texas
$42K +$3.59K +102 +8%
PFS
593
Penseco Financial Services
Pennsylvania
$40K
EWM
594
Evercore Wealth Management
New York
$39K
DAM
595
Delta Asset Management
Tennessee
$35K
ZTNA
596
Zions Trust National Association
Utah
$32K
First Manhattan
597
First Manhattan
New York
$29K -$12.1K -344 -27%
NES
598
New England Securities
New York
$29K -$1.2K -34 -4%
JT
599
Jump Trading
Illinois
$28K +$30.8K +876 New
OIA
600
Optimum Investment Advisors
Illinois
$27K +$29.9K +850 New

MPC Hedge Fund Activity: Q3 2013 in Review

656 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q3 2013, worth a combined $16.1B — down 14% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of MPC and 70 opened new positions — a net loss of 22 holders — while 273 trimmed existing stakes and 223 added.

The largest buyer was JP Morgan Chase, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $371M.

  • 656 institutional investors held Marathon Petroleum (MPC) as of Q3 2013, down from 683 in Q2 2013.
  • Funds reported $16.1B of Marathon Petroleum stock for Q3 2013, down 14% quarter-over-quarter.
  • 70 funds opened new Marathon Petroleum positions in Q3 2013 and 92 closed out, a net change of -22 holders.
  • The largest Marathon Petroleum buyer in Q3 2013 was JP Morgan Chase, an estimated $137M added.
  • The largest Marathon Petroleum seller in Q3 2013 was Fidelity Investments, an estimated $371M sold.

Based on aggregated 13F filings for Q3 2013.