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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
FAM
701
Fred Alger Management
New York
$27K -$8.5K -194 -24%
LWM
702
Lenox Wealth Management
Ohio
$27K
Manulife (Manufacturers Life Insurance)
703
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.6K -$40.2K -918 -0.2%
WTB
704
Washington Trust Bank
Washington
$24K +$24.4K +556 New
CFA
705
CT Financial Advisors
Pennsylvania
$23K +$19.7K +450 New
MIP
706
Mondrian Investment Partners
United Kingdom
$23K
MCM
707
Manchester Capital Management
Vermont
$22K -$52K -1,186 -70%
FNBSF
708
First National Bank Sioux Falls
South Dakota
$22K
WAS
709
Winch Advisory Services
Wisconsin
$22K +$22.4K +512 New
ACS
710
Archford Capital Strategies
Illinois
$21.3K +$21.5K +490 New
CCS
711
Crosspoint Capital Strategies
California
$21K +$88 +2 +0.4%
WEC
712
Winslow Evans & Crocker
Massachusetts
$19.1K
MUMSS
713
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K -$19.3K -440 -52%
AC
714
Alexandria Capital
Virginia
$17K
BC
715
Bartlett & Co
Ohio
$17K
PWAG
716
Polaris Wealth Advisory Group
California
$17K +$12.2K +278 +228%
CFA
717
Carroll Financial Associates
North Carolina
$16K +$7.63K +174 +89%
HMS
718
Hanseatic Management Services
New Mexico
$15.6K -$1.22M -27,942 -91%
PMFA
719
Plante Moran Financial Advisors
Michigan
$15K -$19.4K -442 -55%
RFS
720
Rockefeller Financial Services
New York
$14K
LNB
721
Ledyard National Bank
$13K -$263 -6 -2%
WCMN
722
Westchester Capital Management (Nebraska)
Nebraska
$13K
ST
723
Smithfield Trust
Pennsylvania
$12K
AUB
724
Atlantic Union Bankshares
Virginia
$11K +$14.5K +332 New
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$10K

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.