We are live on ! Find out more
MPC icon

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
Carson Wealth (CWM LLC)
801
Carson Wealth (CWM LLC)
Nebraska
$174K
MHR
802
Matthew Hamilton Rosenberg
$174K
FBT
803
First Bank & Trust
South Dakota
$173K +$14.2K +243 +9%
1IA
804
1834 Investment Advisors
Wisconsin
$169K -$93.8K -1,600 -36%
CSPIA
805
Cary Street Partners Investment Advisory
Virginia
$167K +$163K +2,772 New
ACM
806
Anfield Capital Management
California
$162K +$157K +2,684 New
LWA
807
Lowe Wealth Advisors
Maryland
$157K +$147K +2,500 +2,500%
FFC
808
First Financial Corp
Indiana
$154K -$24.3K -415 -14%
CG
809
Cutler Group
California
$150K +$146K +2,495 New
WT
810
Washington Trust
Rhode Island
$147K -$234 -4 -0.2%
FMTCOCP
811
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146K
QCG
812
Quadrant Capital Group
Ohio
$144K +$2.46K +42 +2%
AWA
813
Arkadios Wealth Advisors
Georgia
$143K +$131K +2,234 +1,655%
BCA
814
Berman Capital Advisors
Georgia
$141K +$28.7K +490 +26%
POIA
815
Pin Oak Investment Advisors
Texas
$139K
TC
816
Truvestments Capital
Florida
$133K -$240K -4,100 -65%
SCA
817
Stonebridge Capital Advisors
Minnesota
$129K +$61.6K +1,050 +85%
HI
818
Hudock Inc
Pennsylvania
$125K -$9.5K -162 -7%
AssetMark Inc
819
AssetMark Inc
California
$125K +$25.4K +433 +27%
AIM
820
Anchor Investment Management
South Carolina
$124K
LF
821
Lee Financial
Texas
$123K +$2.4K +41 +2%
JEST
822
JTC Employer Solutions Trustee
Jersey
$123K +$120K +2,043 New
LPIC
823
LeJeune Puetz Investment Counsel
Michigan
$121K
PFSC
824
Peoples Financial Services Corp
Pennsylvania
$121K
CFA
825
Carroll Financial Associates
North Carolina
$118K -$11.3K -193 -9%

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.