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Marathon Petroleum

1,688 hedge funds and large institutions have $52.7B invested in Marathon Petroleum in 2024 Q1 according to their latest regulatory filings, with 255 funds opening new positions, 486 increasing their positions, 652 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 98

100% more funds holding in top 10

Funds holding in top 10: 2040 (+20)

60% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $876M

25% more capital invested

Capital invested by funds: $42.2B → $52.7B (+$10.6B)

9% more funds holding

Funds holding: 1,5491,688 (+139)

2.01% less ownership

Funds ownership: 74.82%72.8% (-2%)

25% less repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 652

Holders
1,688
Holders Change
+139
Holders Change %
+8.97%
% of All Funds
24.32%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
0.58%
New
255
Increased
486
Reduced
652
Closed
98
Calls
$1.4B
Puts
$876M
Net Calls
+$526M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
701
Lifestyle Asset Management
Texas
$1.32M -$259K -1,515 -19%
IAIM
702
International Assets Investment Management
Florida
$1.32M +$402K +2,352 +57%
UWS
703
Unique Wealth Strategies
Illinois
$1.32M +$370K +2,163 +49%
CAMG
704
CWA Asset Management Group
Florida
$1.32M +$783K +4,577 +233%
BHPW
705
Beverly Hills Private Wealth
California
$1.31M +$15.2K +89 +1%
CL
706
CSS LLC
Illinois
$1.31M +$154K +900 +16%
LOAMS
707
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.3M +$1.11M +6,475 New
RIL
708
Rothschild Investment LLC
Illinois
$1.3M +$2.56K +15 +0.2%
I
709
InceptionR
California
$1.3M +$786K +4,598 +250%
EWA
710
EverSource Wealth Advisors
Alabama
$1.29M +$108K +631 +10%
OC
711
Oakworth Capital
Alabama
$1.29M
MA
712
MBA Advisors
Pennsylvania
$1.28M
NS
713
NBC Securities
Alabama
$1.28M +$9.41K +55 +0.9%
ITFISA
714
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.28M +$57.1K +334 +5%
ZF
715
Zhang Financial
Michigan
$1.28M +$392K +2,291 +57%
SAI
716
Systematic Alpha Investments
New Jersey
$1.27M
IF
717
Intrua Financial
Texas
$1.25M +$346K +2,023 +48%
VA
718
Verdad Advisers
Massachusetts
$1.24M +$1.05M +6,166 New
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.24M +$13.9K +81 +1%
TPCW
720
TD Private Client Wealth
New York
$1.23M -$27.4K -160 -3%
RFO
721
RiverGlades Family Offices
Florida
$1.23M
WPP
722
Whalerock Point Partners
Rhode Island
$1.22M
WPC
723
Wedmont Private Capital
Pennsylvania
$1.22M +$37.1K +217 +4%
BFS
724
Bradley Foster & Sargent
Connecticut
$1.22M +$21.4K +125 +2%
PGIM
725
Pacific Global Investment Management
California
$1.22M -$4.79K -28 -0.5%

MPC Hedge Fund Activity: Q1 2024 in Review

1,688 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q1 2024, worth a combined $52.7B — up 25% from $42.2B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new MPC positions and 98 closed out — a net gain of 157 holders — while 486 added to existing stakes and 652 trimmed.

The largest buyer was Capital Wealth Planning, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $1.3B.

  • 1,688 institutional investors held Marathon Petroleum (MPC) as of Q1 2024, up from 1,549 in Q4 2023.
  • Funds reported $52.7B of Marathon Petroleum stock for Q1 2024, up 25% quarter-over-quarter.
  • 255 funds opened new Marathon Petroleum positions in Q1 2024 and 98 closed out, a net change of +157 holders.
  • The largest Marathon Petroleum buyer in Q1 2024 was Capital Wealth Planning, an estimated $188M added.
  • The largest Marathon Petroleum seller in Q1 2024 was Morgan Stanley, an estimated $1.3B sold.

Based on aggregated 13F filings for Q1 2024.