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Marathon Petroleum

870 hedge funds and large institutions have $22.4B invested in Marathon Petroleum in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 280 increasing their positions, 358 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $719M | Put options by funds: $338M

16% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 67

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

6% more capital invested

Capital invested by funds: $21B → $22.4B (+$1.35B)

1.39% more ownership

Funds ownership: 77.6%78.98% (+1.4%)

0% more funds holding

Funds holding: 868870 (+2)

22% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 358

Holders
870
Holders Change
+2
Holders Change %
+0.23%
% of All Funds
21.69%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.72%
New
78
Increased
280
Reduced
358
Closed
67
Calls
$719M
Puts
$338M
Net Calls
+$381M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
826
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$2.25K +42 +14%
EA
827
Edge Advisors
Georgia
$18K
CIM
828
Contravisory Investment Management
Massachusetts
$18K +$17.4K +324 New
MWM
829
Mascoma Wealth Management
New Hampshire
$17K
AIL
830
AGF Investments LLC
Ontario, Canada
$17K +$107 +2 +0.7%
LWM
831
Lenox Wealth Management
Ohio
$16K -$536 -10 -3%
MCIA
832
Mountain Capital Investment Advisors
Colorado
$16K
PFBT
833
Parkside Financial Bank & Trust
Missouri
$16K
BWM
834
Baystate Wealth Management
Massachusetts
$16K +$107 +2 +0.7%
WAS
835
Winch Advisory Services
Wisconsin
$16K +$107 +2 +0.7%
WEC
836
Winslow Evans & Crocker
Massachusetts
$15.9K
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$13.9K
QAM
838
QCI Asset Management
New York
$13K
DSN
839
D. Scott Neal
Kentucky
$12K
MWM
840
MinichMacGregor Wealth Management
New York
$11K
PWM
841
Perigon Wealth Management
California
$11K
ST
842
Smithfield Trust
Pennsylvania
$11K
PCP
843
Proficio Capital Partners
Massachusetts
$11K +$429 +8 +4%
WA
844
WealthTrust-Arizona
Arizona
$11K +$429 +8 +4%
VNA
845
Valley National Advisers
Pennsylvania
$10K +$1.39K +26 +17%
HT
846
Heritage Trust
Oklahoma
$9K
DAL
847
David A. Lorber
$9K +$8.47K +158 New
FAM
848
Fred Alger Management
New York
$9K +$9.06K +169 New
SIAP
849
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K -$3.27K -61 -30%
CAL
850
Capital Advisors Ltd
Ohio
$8K

MPC Hedge Fund Activity: Q3 2017 in Review

870 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q3 2017, worth a combined $22.4B — up 6.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new MPC positions and 67 closed out — a net gain of 11 holders — while 280 added to existing stakes and 358 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $151M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 870 institutional investors held Marathon Petroleum (MPC) as of Q3 2017, up from 868 in Q2 2017.
  • Funds reported $22.4B of Marathon Petroleum stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 78 funds opened new Marathon Petroleum positions in Q3 2017 and 67 closed out, a net change of +11 holders.
  • The largest Marathon Petroleum buyer in Q3 2017 was D.E. Shaw & Co, an estimated $151M added.
  • The largest Marathon Petroleum seller in Q3 2017 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2017.