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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
HS
801
HighVista Strategies
Massachusetts
-$212K -4,622 Closed
GJIC
802
Gamble Jones Investment Counsel
California
-$205K -4,460 Closed
LW
803
Linscomb Wealth
Texas
-$204K -4,456 Closed
BG
804
Bahl & Gaynor
Ohio
-$204K -4,434 Closed
PP
805
Prudential plc
United Kingdom
-$203K -4,428 Closed
ATC
806
Argent Trust Company
Louisiana
-$201K -4,400 Closed
AMIM
807
Aull & Monroe Investment Management
Alabama
-$189K -4,124 Closed
WJA
808
Williams Jones & Associates
New York
-$176K -3,840 Closed
TIM
809
TBP Investments Management
Texas
-$86K -1,882 Closed
ASN
810
Advisory Services Network
Georgia
-$47K -1,020 Closed
HF
811
Hoxton Financial
West Virginia
-$35K -766 Closed
WA
812
Waverly Advisors
Alabama
-$23K -502 Closed
PFA
813
Paradigm Financial Advisors
Missouri
-$19K -414 Closed
ECM
814
ETrade Capital Management
Virginia
-$15K -318 Closed
RIA
815
Regal Investment Advisors
Michigan
-$12K -266 Closed
CWM
816
Cranbrook Wealth Management
Michigan
-$10K -208 Closed
ITIM
817
Indiana Trust & Investment Management
Indiana
-$9K -200 Closed
SMG
818
Spectrum Management Group
Indiana
-$6K -140 Closed
LFG
819
LifePlan Financial Group
Ohio
-$5K -100 Closed
TDC
820
Thompson Davis & Co
Virginia
-$4K -96 Closed
EWM
821
Edge Wealth Management
New York
-$2K -50 Closed
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
-$613 -14 Closed

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.