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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
CCA
676
Catalyst Capital Advisors
New York
$66K -$2.91M -66,450 -98%
WC
677
Whitnell & Co
Illinois
$61K
FCCM
678
First City Capital Management
Georgia
$56.5K +$56.9K +1,298 New
PFSC
679
Peoples Financial Services Corp
Pennsylvania
$55K
VIA
680
Vantage Investment Advisors
Pennsylvania
$54K
VNB
681
Valley National Bancorp
New York
$51K
CAL
682
Capital Advisors Ltd
Ohio
$50K
W
683
Wealthfront
California
$49K +$47.9K +1,094 New
DAM
684
Delta Asset Management
Tennessee
$48K
WA
685
WFG Advisors
Texas
$45K +$8.85K +202 +24%
TRCT
686
Tower Research Capital (TRC)
New York
$45K +$45.4K +1,036 New
MFBTD
687
MB Financial Bank - Trust Department
Illinois
$44K
ZTNA
688
Zions Trust National Association
Utah
$44K
OIA
689
Optimum Investment Advisors
Illinois
$37K -$87.6K -2,000 -70%
NES
690
New England Securities
New York
$35K -$9.29K -212 -21%
EWM
691
Elite Wealth Management
Washington
$35K -$2.54K -58 -7%
IWC
692
Integrated Wealth Counsel
California
$35K
WAM
693
Wallington Asset Management
Indiana
$35K
PTC
694
Private Trust Company
Ohio
$34K -$1.75K -40 -5%
FAM
695
Formidable Asset Management
Ohio
$32K
GAM
696
Gemmer Asset Management
California
$32K +$32.3K +738 New
ARMC
697
American Research & Management Company
Massachusetts
$31K
DSC
698
Duncker Streett & Co
Missouri
$30K
SFU
699
Stonehage Fleming (UK)
United Kingdom
$30K
TWA
700
TCI Wealth Advisors
Arizona
$28K

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.