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Marathon Petroleum

974 hedge funds and large institutions have $27B invested in Marathon Petroleum in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 299 increasing their positions, 361 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 76

54% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $719M

30% more capital invested

Capital invested by funds: $20.7B → $27B (+$6.26B)

8% more funds holding

Funds holding: 901974 (+73)

1.87% less ownership

Funds ownership: 79.33%77.47% (-1.9%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

17% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 361

Holders
974
Holders Change
+73
Holders Change %
+8.1%
% of All Funds
17.1%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
157
Increased
299
Reduced
361
Closed
76
Calls
$1.11B
Puts
$719M
Net Calls
+$387M
Net Calls Change
-$411M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
676
Empirical Finance
Pennsylvania
$274K
EWM
677
Evercore Wealth Management
New York
$273K -$78.5K -1,555 -23%
DA
678
Doliver Advisors
Texas
$273K -$35.2K -697 -12%
OPS
679
Orion Portfolio Solutions
Nebraska
$273K -$21.9K -434 -8%
MAM
680
Meeder Asset Management
Ohio
$273K +$81.7K +1,618 +46%
SMC
681
Smith, Moore & Co
Missouri
$272K -$3.94K -78 -2%
TMAM
682
Tokio Marine Asset Management
Japan
$271K +$256K +5,060 New
AIM
683
Aspen Investment Management
Michigan
$270K +$255K +5,057 New
CWM
684
Calamos Wealth Management
Illinois
$269K +$254K +5,036 New
ACI
685
Alpha Cubed Investments
California
$268K
ET
686
Equitable Trust
Tennessee
$268K +$3.43K +68 +1%
HTC
687
Haverford Trust Company
Pennsylvania
$267K
FCI
688
Financial Counselors Inc
Kansas
$267K +$252K +4,990 New
ICP
689
Interchange Capital Partners
Pennsylvania
$265K +$17.2K +341 +7%
LC
690
Lavaca Capital
Texas
$264K
BTWM
691
Baker Tilly Wealth Management
Wisconsin
$264K +$249K +4,927 New
KFGK
692
Keystone Financial Group (Kentucky)
Kentucky
$262K +$248K +4,907 New
CAMG
693
CWA Asset Management Group
Florida
$261K +$247K +4,881 New
PCA
694
Personal Capital Advisors
California
$258K -$8.38K -166 -3%
BCI
695
Brinker Capital Investments
Pennsylvania
$257K -$225K -4,451 -48%
CCM
696
Compton Capital Management
Rhode Island
$257K -$25.3K -500 -9%
SI
697
SCP Investment
California
$257K +$242K +4,800 New
FWSM
698
First Wilshire Securities Management
California
$256K +$242K +4,786 New
IFG
699
Independent Financial Group
California
$256K +$242K +4,783 New
HSA
700
HBK Sorce Advisory
Pennsylvania
$255K +$240K +4,758 New

MPC Hedge Fund Activity: Q1 2021 in Review

974 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q1 2021, worth a combined $27B — up 30% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new MPC positions and 76 closed out — a net gain of 81 holders — while 299 added to existing stakes and 361 trimmed.

The largest buyer was State Street, adding an estimated $208M. The largest seller was Baupost Group, exiting entirely with an estimated $318M sold.

  • 974 institutional investors held Marathon Petroleum (MPC) as of Q1 2021, up from 901 in Q4 2020.
  • Funds reported $27B of Marathon Petroleum stock for Q1 2021, up 30% quarter-over-quarter.
  • 157 funds opened new Marathon Petroleum positions in Q1 2021 and 76 closed out, a net change of +81 holders.
  • The largest Marathon Petroleum buyer in Q1 2021 was State Street, an estimated $208M added.
  • The largest Marathon Petroleum seller in Q1 2021 was Baupost Group, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2021.