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Marathon Petroleum

974 hedge funds and large institutions have $27B invested in Marathon Petroleum in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 299 increasing their positions, 361 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 76

54% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $719M

30% more capital invested

Capital invested by funds: $20.7B → $27B (+$6.26B)

8% more funds holding

Funds holding: 901974 (+73)

1.87% less ownership

Funds ownership: 79.33%77.47% (-1.9%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

17% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 361

Holders
974
Holders Change
+73
Holders Change %
+8.1%
% of All Funds
17.1%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
157
Increased
299
Reduced
361
Closed
76
Calls
$1.11B
Puts
$719M
Net Calls
+$387M
Net Calls Change
-$411M
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
901
Walled Lake Planning & Wealth Management
Illinois
$18K +$152 +3 +0.9%
WPA
902
West Paces Advisors
Georgia
$17.4K
WAS
903
Winch Advisory Services
Wisconsin
$17K +$202 +4 +1%
SWP
904
ShoreHaven Wealth Partners
New Jersey
$17K +$5.61K +111 +55%
GEA
905
Glen Eagle Advisors
New Jersey
$16.4K +$51 +1 +0.3%
GAM
906
Gemmer Asset Management
California
$16K
HIA
907
Harbor Investment Advisory
Maryland
$16K
Nisa Investment Advisors
908
Nisa Investment Advisors
Missouri
$15.4K -$33.6M -666,220 -70%
BWM
909
Baystate Wealth Management
Massachusetts
$15K -$4.6K -91 -24%
RFA
910
Reilly Financial Advisors
California
$15K
ADL
911
Asset Dedication LLC
California
$14K
LWANC
912
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K
EW
913
Evoke Wealth
California
$14K +$101 +2 +0.8%
SL
914
Savior LLC
Massachusetts
$14K +$101 +2 +0.8%
ME
915
McIlrath & Eck
Washington
$13K
LC
916
Lindbrook Capital
California
$13K +$1.41K +28 +13%
AIG
917
American International Group
New York
$12.6K -$188K -3,726 -2%
GSAM
918
Grant Street Asset Management
Pennsylvania
$12K +$101 +2 +0.9%
WWMSC
919
Wagner Wealth Management (South Carolina)
South Carolina
$12K +$10.9K +215 New
JCM
920
Jacobi Capital Management
Pennsylvania
$11K -$15.2K -300 -60%
LWA
921
Lenox Wealth Advisors
New York
$11K -$2.58K -51 -20%
JFA
922
JNBA Financial Advisors
Minnesota
$11K
SNT
923
Security National Trust
West Virginia
$11K
AIC
924
Archer Investment Corporation
Indiana
$10.7K
SIS
925
Sound Income Strategies
Florida
$10.7K

MPC Hedge Fund Activity: Q1 2021 in Review

974 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q1 2021, worth a combined $27B — up 30% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new MPC positions and 76 closed out — a net gain of 81 holders — while 299 added to existing stakes and 361 trimmed.

The largest buyer was State Street, adding an estimated $208M. The largest seller was Baupost Group, exiting entirely with an estimated $318M sold.

  • 974 institutional investors held Marathon Petroleum (MPC) as of Q1 2021, up from 901 in Q4 2020.
  • Funds reported $27B of Marathon Petroleum stock for Q1 2021, up 30% quarter-over-quarter.
  • 157 funds opened new Marathon Petroleum positions in Q1 2021 and 76 closed out, a net change of +81 holders.
  • The largest Marathon Petroleum buyer in Q1 2021 was State Street, an estimated $208M added.
  • The largest Marathon Petroleum seller in Q1 2021 was Baupost Group, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2021.