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Marathon Petroleum

1,002 hedge funds and large institutions have $29.5B invested in Marathon Petroleum in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 346 increasing their positions, 363 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 87

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

9% more capital invested

Capital invested by funds: $27B → $29.5B (+$2.51B)

3% more funds holding

Funds holding: 9741,002 (+28)

7% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.12B

5% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 363

2.56% less ownership

Funds ownership: 77.47%74.91% (-2.6%)

Holders
1,002
Holders Change
+28
Holders Change %
+2.87%
% of All Funds
17.44%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
124
Increased
346
Reduced
363
Closed
87
Calls
$1.2B
Puts
$1.12B
Net Calls
+$78.7M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
576
Fisher Asset Management
Washington
$513K +$38.5K +656 +8%
4WM
577
44 Wealth Management
Oregon
$512K -$464K -7,914 -48%
AAS
578
Avantax Advisory Services
Texas
$509K
IFG
579
Independent Financial Group
California
$506K +$210K +3,589 +75%
LOAMS
580
Lombard Odier Asset Management (Switzerland)
Switzerland
$504K +$234K +3,987 +92%
VAS
581
Vestmark Advisory Solutions
Massachusetts
$502K -$104K -1,770 -18%
Koshinski Asset Management
582
Koshinski Asset Management
Illinois
$501K -$158K -2,687 -24%
PSB
583
Piscataqua Savings Bank
New Hampshire
$501K -$70.9K -1,209 -13%
CIA
584
Capital Investment Advisors
Georgia
$500K -$10.4K -178 -2%
LCM
585
Leisure Capital Management
California
$491K -$2.81K -48 -0.6%
VCG
586
Vantage Consulting Group
Virginia
$488K +$201K +3,432 +74%
LJAC
587
L.J. Altfest & Co
New York
$484K +$211K +3,593 +81%
CI
588
Conning Inc
Connecticut
$483K -$45K -767 -9%
WA
589
WestEnd Advisors
North Carolina
$483K
HFG
590
Heron Financial Group
New York
$481K -$4.1K -70 -0.9%
EAM
591
Erste Asset Management
Austria
$481K +$469K +8,000 New
LI
592
LVZ Inc
Michigan
$480K +$44.2K +754 +10%
GVAG
593
Great Valley Advisor Group
Delaware
$473K +$193K +3,297 +72%
CBT
594
CoreFirst Bank & Trust
Kansas
$470K
EF
595
Empirical Finance
Pennsylvania
$467K +$64.5K +1,100 +17%
PTC
596
Private Trust Company
Ohio
$466K +$4.92K +84 +1%
SFG
597
SageGuard Financial Group
Tennessee
$464K
SXL
598
Summit X LLC
Missouri
$464K +$184K +3,140 +69%
SWA
599
Stratos Wealth Advisors
Ohio
$463K -$28K -477 -6%
AIM
600
Aspen Investment Management
Michigan
$460K +$150K +2,557 +51%

MPC Hedge Fund Activity: Q2 2021 in Review

1,002 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q2 2021, worth a combined $29.5B — up 9.3% from $27B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new MPC positions and 87 closed out — a net gain of 37 holders — while 346 added to existing stakes and 363 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $522M. The largest seller was Morgan Stanley, cutting an estimated $754M.

  • 1,002 institutional investors held Marathon Petroleum (MPC) as of Q2 2021, up from 974 in Q1 2021.
  • Funds reported $29.5B of Marathon Petroleum stock for Q2 2021, up 9.3% quarter-over-quarter.
  • 124 funds opened new Marathon Petroleum positions in Q2 2021 and 87 closed out, a net change of +37 holders.
  • The largest Marathon Petroleum buyer in Q2 2021 was D.E. Shaw & Co, an estimated $522M added.
  • The largest Marathon Petroleum seller in Q2 2021 was Morgan Stanley, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2021.