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Marathon Petroleum

868 hedge funds and large institutions have $21B invested in Marathon Petroleum in 2017 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 334 increasing their positions, 309 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $653M | Put options by funds: $411M

34% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 64

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

1% more funds holding

Funds holding: 857868 (+11)

8% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 309

0% more capital invested

Capital invested by funds: $21B → $21B (+$20.4M)

1.29% less ownership

Funds ownership: 78.88%77.6% (-1.3%)

Holders
868
Holders Change
+11
Holders Change %
+1.28%
% of All Funds
21.64%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.65%
New
86
Increased
334
Reduced
309
Closed
64
Calls
$653M
Puts
$411M
Net Calls
+$242M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Mascoma Wealth Management
New Hampshire
$16K
AIL
827
AGF Investments LLC
Ontario, Canada
$16K +$9.81K +190 +173%
BWM
828
Baystate Wealth Management
Massachusetts
$15K +$103 +2 +0.7%
IUHSA
829
Itau Unibanco Holding S.A.
Brazil
$15K +$4.13K +80 +38%
PFBT
830
Parkside Financial Bank & Trust
Missouri
$15K +$6.71K +130 +82%
MCIA
831
Mountain Capital Investment Advisors
Colorado
$15K +$14.5K +280 New
WEC
832
Winslow Evans & Crocker
Massachusetts
$14.9K -$3.41K -66 -19%
WAS
833
Winch Advisory Services
Wisconsin
$14K +$103 +2 +0.7%
Walleye Trading
834
Walleye Trading
New York
$13.6K -$163K -3,147 -1%
MPWT
835
MassMutual Private Wealth & Trust
Connecticut
$12.9K -$21.7K -420 -63%
QAM
836
QCI Asset Management
New York
$12K
DSN
837
D. Scott Neal
Kentucky
$11K
MWM
838
MinichMacGregor Wealth Management
New York
$11K
PCP
839
Proficio Capital Partners
Massachusetts
$11K +$1.14K +22 +13%
SIAP
840
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$3.15K +61 +42%
PWM
841
Perigon Wealth Management
California
$10K
RFA
842
Reilly Financial Advisors
California
$10K
ST
843
Smithfield Trust
Pennsylvania
$10K
WA
844
WealthTrust-Arizona
Arizona
$10K
FPFS
845
First Personal Financial Services
North Carolina
$9K
CAL
846
Capital Advisors Ltd
Ohio
$8K
HT
847
Heritage Trust
Oklahoma
$8K
OFW
848
Omnia Family Wealth
Florida
$8K
VNA
849
Valley National Advisers
Pennsylvania
$8K +$52 +1 +0.7%
DVM
850
Dreman Value Management
Florida
$8K +$7.54K +146 New

MPC Hedge Fund Activity: Q2 2017 in Review

868 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q2 2017, worth a combined $21B — up 0.1% from $21B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MPC positions and 64 closed out — a net gain of 22 holders — while 334 added to existing stakes and 309 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $154M. The largest seller was Soroban Capital Partners, exiting entirely with an estimated $328M sold.

  • 868 institutional investors held Marathon Petroleum (MPC) as of Q2 2017, up from 857 in Q1 2017.
  • Funds reported $21B of Marathon Petroleum stock for Q2 2017, up 0.1% quarter-over-quarter.
  • 86 funds opened new Marathon Petroleum positions in Q2 2017 and 64 closed out, a net change of +22 holders.
  • The largest Marathon Petroleum buyer in Q2 2017 was Principal Financial Group, an estimated $154M added.
  • The largest Marathon Petroleum seller in Q2 2017 was Soroban Capital Partners, an estimated $328M sold.

Based on aggregated 13F filings for Q2 2017.