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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
PL
926
Perpetual Ltd
Australia
$689K -$646K -3,779 -53%
VIM
927
Vista Investment Management
Pennsylvania
$686K +$582K +3,403 New
BG
928
Bahl & Gaynor
Ohio
$683K +$42.8K +250 +8%
DB
929
Danske Bank
Denmark
$683K +$580K +3,389 New
SBF
930
Sara-Bay Financial
Florida
$683K -$27.4K -160 -5%
FHA
931
First Horizon Advisors
Tennessee
$682K +$378K +2,211 +188%
BFIM
932
Beese Fulmer Investment Management
Ohio
$682K
SFA
933
Souders Financial Advisors
Ohio
$676K +$574K +3,357 New
AFGAS
934
Allegiance Financial Group Advisory Services
Virginia
$676K
CA
935
Clearstead Advisors
Ohio
$675K +$10.4K +61 +2%
BC
936
Broadwater Capital
Massachusetts
$675K
KA
937
Kovack Advisors
Florida
$675K -$304K -1,779 -35%
HC
938
Hamilton Capital
Ohio
$673K +$7.7K +45 +1%
EWM
939
Empirical Wealth Management
Washington
$671K +$52.7K +308 +10%
TF
940
Trek Financial
Arizona
$666K +$565K +3,304 New
LS
941
Leelyn Smith
Illinois
$665K +$2.05K +12 +0.4%
DA
942
Denali Advisors
California
$665K
CPA
943
Court Place Advisors
Maryland
$663K -$34.2K -200 -6%
WA
944
Waverly Advisors
Alabama
$658K -$70.8K -414 -11%
CWM
945
Calamos Wealth Management
Illinois
$658K -$39.5K -231 -7%
SAM
946
Smartleaf Asset Management
Massachusetts
$658K +$110K +644 +24%
TSS
947
Two Sigma Securities
New York
$658K -$8.01M -46,839 -93%
ECM
948
Evergreen Capital Management
Washington
$657K +$8.89K +52 +2%
IAMOG
949
Investors Asset Management of Georgia
Georgia
$657K -$8.55K -50 -2%
AMIM
950
Aull & Monroe Investment Management
Alabama
$656K -$2.74K -16 -0.5%

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.