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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
HTC
701
Haverford Trust Company
Pennsylvania
$305K +$2.7K +46 +0.9%
DT
702
Diversified Trust
Tennessee
$304K -$11.9K -203 -4%
MWM
703
Mission Wealth Management
California
$303K -$22.6K -386 -7%
ACI
704
Alpha Cubed Investments
California
$303K
CWM
705
Calamos Wealth Management
Illinois
$302K -$1.99K -34 -0.7%
HB
706
Homrich & Berg
Georgia
$302K +$293K +5,006 New
OSAM
707
O'Shaughnessy Asset Management
Connecticut
$292K +$74.6K +1,272 +36%
WDC
708
Woodward Diversified Capital
California
$291K -$68.1K -1,161 -19%
FWSM
709
First Wilshire Securities Management
California
$289K
SAS
710
Stelac Advisory Services
New York
$287K +$279K +4,752 New
CA
711
Cullinan Associates
Kentucky
$286K +$28.1K +480 +11%
PIM
712
Profit Investment Management
Maryland
$285K
CCM
713
Compton Capital Management
Rhode Island
$284K -$5.86K -100 -2%
LW
714
Linscomb Wealth
Texas
$284K +$59 +1 +0%
CA
715
Continuum Advisory
Idaho
$284K +$276K +4,708 New
SIA
716
SkyView Investment Advisors
New Jersey
$283K
WWA
717
WC Walker & Associates
California
$282K +$271K +4,618 New
HI
718
Horizon Investments
North Carolina
$281K +$29.5K +504 +12%
MWM
719
Minot Wealth Management
Massachusetts
$281K +$287K +4,897 New
WIC
720
Whitegate Investment Counselors
New Hampshire
$280K +$2.46K +42 +0.9%
PWMG
721
Prestige Wealth Management Group
New Jersey
$280K +$11.1K +190 +4%
BJL
722
Brighton Jones LLC
Washington
$279K -$117 -2 -0%
BG
723
Bahl & Gaynor
Ohio
$278K +$270K +4,600 New
SB
724
Simmons Bank
Arkansas
$277K -$1.35M -22,997 -83%
FCI
725
Financial Counselors Inc
Kansas
$277K -$23.9K -407 -8%

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.