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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
LW
801
Linscomb Wealth
Texas
$977K
CA
802
CoreCap Advisors
Michigan
$976K +$251K +1,470 +44%
VT
803
Vise Technologies
New York
$976K -$302K -1,765 -27%
HIA
804
Harbor Investment Advisory
Maryland
$976K +$339K +1,980 +69%
JCIA
805
Jackson Creek Investment Advisors
Colorado
$975K -$13.9K -81 -2%
AAS
806
Ameritas Advisory Services
Nebraska
$974K +$460K +2,691 +104%
CL
807
Choreo LLC
Illinois
$974K -$50.8K -297 -6%
BHWM
808
Bar Harbor Wealth Management
New Hampshire
$969K -$5.13K -30 -0.6%
AIM
809
Athena Investment Management
California
$968K
FWSM
810
First Wilshire Securities Management
California
$964K
CG
811
Cynosure Group
Utah
$962K +$817K +4,775 New
WC
812
Woodstock Corp
Massachusetts
$959K -$21.9K -128 -3%
PSB
813
Piscataqua Savings Bank
New Hampshire
$956K -$17.1K -100 -2%
ICP
814
Interchange Capital Partners
Pennsylvania
$956K +$14.2K +83 +2%
GC
815
Grimes & Company
Massachusetts
$955K +$3.76K +22 +0.5%
SAM
816
Shell Asset Management
Netherlands
$955K +$419K +2,449 +80%
HI
817
Harbour Investments
Wisconsin
$954K +$54.7K +320 +7%
HFAS
818
Hummer Financial Advisory Services
Illinois
$953K
GC
819
Gratus Capital
Georgia
$952K +$51.3K +300 +7%
GA
820
Gateway Advisory
New Jersey
$951K -$5.13K -30 -0.6%
KCPG
821
Kavar Capital Partners Group
Kansas
$948K -$599K -3,503 -43%
EH
822
Equitable Holdings
New York
$947K +$32.5K +190 +4%
NG
823
Norden Group
Utah
$946K +$138K +808 +21%
HNWA
824
Henrickson Nauta Wealth Advisors
Michigan
$939K +$5.3K +31 +0.7%
HGERS
825
Householder Group Estate & Retirement Specialist
Arizona
$937K +$3.08K +18 +0.4%

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.