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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
Verition Fund Management
601
Verition Fund Management
Connecticut
$268K -$16.9K -386 -6%
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K +$526 +12 +0.2%
TCM
603
Tradition Capital Management
New Jersey
$265K
KT
604
Kanaly Trust
Texas
$263K -$17K -388 -6%
WSFS
605
Wilmington Savings Fund Society
Delaware
$262K
STIA
606
Stone Toro Investment Advisers
New Jersey
$261K -$429K -9,800 -62%
CCM
607
Compton Capital Management
Rhode Island
$261K
HIM
608
Hillsdale Investment Management
Ontario, Canada
$261K +$254K +5,800 +2,900%
MFS
609
MSI Financial Services
Massachusetts
$259K -$43.5K -992 -14%
DWT
610
Dorsey & Whitney Trust
South Dakota
$259K -$37.7K -860 -13%
FRM
611
Foundation Resource Management
Arkansas
$259K
TAM
612
TPH Asset Management
Texas
$256K +$258K +5,890 New
CIC
613
Carnegie Investment Counsel
Ohio
$248K
AFIA
614
America First Investment Advisors
Nebraska
$244K
OC
615
Oakworth Capital
Alabama
$238K
BKBG
616
BHF Kleinwort Benson Group
Belgium
$236K +$324K +7,400 New
CIA
617
Capital Investment Advisors
Georgia
$236K -$3.59K -82 -1%
SYBT
618
Stock Yards Bank & Trust
Kentucky
$235K +$236K +5,390 New
SI
619
SII Investments
Wisconsin
$230K +$238K +5,440 New
CA
620
Cetera Advisors
Colorado
$227K +$11.7K +268 +5%
SA
621
Steadfast Advisors
New York
$226K -$150K -3,420 -40%
HIS
622
Horizon Investment Services
Indiana
$226K +$213K +4,866 New
FBP
623
Flippin Bruce & Porter
Virginia
$222K -$52.6K -1,200 -19%
LBC
624
Lowe Brockenbrough & Co
Virginia
$222K -$21.9K -500 -9%
DDPIC
625
Deroy & Devereaux Private Investment Counsel
Michigan
$220K -$346K -7,900 -61%

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.