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Marathon Petroleum

1,387 hedge funds and large institutions have $40.9B invested in Marathon Petroleum in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 418 increasing their positions, 523 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 83

13% more capital invested

Capital invested by funds: $36.1B → $40.9B (+$4.83B)

7% more funds holding

Funds holding: 1,2911,387 (+96)

1.91% more ownership

Funds ownership: 73.12%75.03% (+1.9%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

20% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 523

23% less call options, than puts

Call options by funds: $927M | Put options by funds: $1.21B

Holders
1,387
Holders Change
+96
Holders Change %
+7.44%
% of All Funds
22.3%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.53%
New
202
Increased
418
Reduced
523
Closed
83
Calls
$927M
Puts
$1.21B
Net Calls
-$285M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
901
Atlas Capital Advisors
Wyoming
$402K -$24.5K -215 -6%
IAA
902
Ironsides Asset Advisors
North Carolina
$402K -$5.7K -50 -1%
NL
903
NWAM LLC
Washington
$396K +$123K +1,083 +47%
AWS
904
AJ Wealth Strategies
New York
$396K +$2.62K +23 +0.7%
CT
905
Caldwell Trust
Florida
$393K +$34K +298 +10%
SWA
906
SFMG Wealth Advisors
Texas
$393K +$19.3K +169 +5%
WA
907
WealthTrust Axiom
Pennsylvania
$393K
AFGAS
908
Allegiance Financial Group Advisory Services
Virginia
$390K +$382K +3,351 New
LOAMS
909
Lombard Odier Asset Management (Switzerland)
Switzerland
$389K +$107K +941 +39%
PAG
910
Private Advisory Group
Washington
$389K +$381K +3,340 New
SP
911
Successful Portfolios
Florida
$388K +$20.5K +180 +6%
LDB
912
Lee, Danner & Bass
Tennessee
$386K -$16.4K -144 -4%
SWM
913
Silverlake Wealth Management
Vermont
$385K +$114 +1 +0%
LC
914
Lindbrook Capital
California
$384K +$570 +5 +0.2%
NGA
915
Naples Global Advisors
Florida
$379K
FT
916
Fiduciary Trust
Massachusetts
$379K -$5.7K -50 -2%
HAIM
917
Hunter Associates Investment Management
Pennsylvania
$379K +$28.5K +250 +8%
Loomis, Sayles & Company
918
Loomis, Sayles & Company
Massachusetts
$377K -$31.3K -275 -8%
HGERS
919
Householder Group Estate & Retirement Specialist
Arizona
$377K
DOA
920
D'Orazio & Associates
Virginia
$377K +$44K +386 +14%
WP
921
WMS Partners
Maryland
$376K -$10K -88 -3%
AA
922
ALPS Advisors
Colorado
$376K -$2.05K -18 -0.6%
AMIM
923
Aull & Monroe Investment Management
Alabama
$375K
IF
924
Intrua Financial
Texas
$374K
BC
925
Bridgefront Capital
Texas
$373K +$366K +3,209 New

MPC Hedge Fund Activity: Q4 2022 in Review

1,387 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q4 2022, worth a combined $40.9B — up 13% from $36.1B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new MPC positions and 83 closed out — a net gain of 119 holders — while 418 added to existing stakes and 523 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $249M. The largest seller was Capital Wealth Planning, cutting an estimated $255M.

  • 1,387 institutional investors held Marathon Petroleum (MPC) as of Q4 2022, up from 1,291 in Q3 2022.
  • Funds reported $40.9B of Marathon Petroleum stock for Q4 2022, up 13% quarter-over-quarter.
  • 202 funds opened new Marathon Petroleum positions in Q4 2022 and 83 closed out, a net change of +119 holders.
  • The largest Marathon Petroleum buyer in Q4 2022 was Fidelity Investments, an estimated $249M added.
  • The largest Marathon Petroleum seller in Q4 2022 was Capital Wealth Planning, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2022.