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Marathon Petroleum

840 hedge funds and large institutions have $14.2B invested in Marathon Petroleum in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 254 increasing their positions, 381 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $794M | Put options by funds: $356M

0.28% more ownership

Funds ownership: 74.45%74.74% (+0.28%)

9% less funds holding

Funds holding: 925840 (-85)

21% less capital invested

Capital invested by funds: $18.1B → $14.2B (-$3.88B)

33% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 381

40% less funds holding in top 10

Funds holding in top 10: 2012 (-8)

53% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 145

Holders
840
Holders Change
-85
Holders Change %
-9.19%
% of All Funds
16.95%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.24%
New
68
Increased
254
Reduced
381
Closed
145
Calls
$794M
Puts
$356M
Net Calls
+$438M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
51
Knighthead Capital Management
New York
$42.6M
CS
52
Credit Suisse
Switzerland
$42.2M -$11.7M -332,253 -19%
Citigroup
53
Citigroup
New York
$41.7M -$6.48M -184,545 -11%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$39.3M -$2.48M -70,620 -5%
APG Asset Management
55
APG Asset Management
Netherlands
$36M +$6.14M +174,854 +14%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$35.6M +$19.6M +558,894 +87%
Citadel Advisors
57
Citadel Advisors
Florida
$35.4M -$43.9M -1,249,593 -51%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$35.3M +$811K +23,074 +2%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$34.2M +$2.09M +59,615 +5%
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$33M +$6.2M +176,400 +19%
AII
61
AGF Investments Inc
Ontario, Canada
$33M +$36.7M +1,045,566 +1,340%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$32.7M -$12.2M -346,874 -24%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$30.6M -$1.74M -49,620 -5%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$30.6M +$1.46M +41,527 +4%
PCM
65
Polaris Capital Management
Massachusetts
$30.2M +$4.16M +118,350 +13%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$30M -$6.77M -192,723 -16%
National Pension Service
67
National Pension Service
South Korea
$29.1M
Russell Investments Group
68
Russell Investments Group
United Kingdom
$28.6M +$23M +655,584 +206%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$27.1M -$17.8M -507,039 -35%
ORIO
70
Old Republic International (ORI)
Illinois
$27M
Public Sector Pension Investment Board (PSP Investments)
71
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.5M +$4.96M +141,100 +19%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$26.5M +$58.3K +1,660 +0.2%
SI
73
Scout Investments
Missouri
$25.3M -$6.55M -186,341 -18%
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$24.6M -$1.82M -51,879 -6%
Ensign Peak Advisors
75
Ensign Peak Advisors
Utah
$24.4M +$4.71M +134,082 +19%

MPC Hedge Fund Activity: Q3 2020 in Review

840 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q3 2020, worth a combined $14.2B — down 21% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of MPC and 68 opened new positions — a net loss of 77 holders — while 381 trimmed existing stakes and 254 added.

The largest buyer was Vanguard Group, adding an estimated $341M. The largest seller was Iridian Asset Management, cutting an estimated $144M.

  • 840 institutional investors held Marathon Petroleum (MPC) as of Q3 2020, down from 925 in Q2 2020.
  • Funds reported $14.2B of Marathon Petroleum stock for Q3 2020, down 21% quarter-over-quarter.
  • 68 funds opened new Marathon Petroleum positions in Q3 2020 and 145 closed out, a net change of -77 holders.
  • The largest Marathon Petroleum buyer in Q3 2020 was Vanguard Group, an estimated $341M added.
  • The largest Marathon Petroleum seller in Q3 2020 was Iridian Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2020.