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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
TF
951
Tompkins Financial
New York
$3K
GFPC
952
Global Financial Private Client
Florida
$2.04K
FPS
953
Fieldpoint Private Securities
Connecticut
$2K -$758 -15 -32%
DWMG
954
DB Wealth Management Group
California
$2K
FEG
955
Financial Enhancement Group
Indiana
$2K
HWA
956
HHM Wealth Advisors
Tennessee
$2K
TFM
957
TFC Financial Management
Massachusetts
$2K
WOC
958
West Oak Capital
California
$2K
RIM
959
Rockbridge Investment Management
New York
$2K +$808 +16 +67%
AFS
960
Annapolis Financial Services
Maryland
$1K
CWAF
961
Core Wealth Advisors (Florida)
Florida
$1K
IFAM
962
Institutional & Family Asset Management
Colorado
$1K
TC
963
Trust Company
Kansas
$1K +$960 +19 New
MCM
964
MV Capital Management
Maryland
$1K +$1.06K +21 New
RCG
965
Rock Creek Group
District of Columbia
$1K +$1.31K +26 New
WCM
966
Wealthcare Capital Management
Virginia
$1K +$1.31K +26 New
SFSIG
967
San Francisco Sentry Investment Group
California
$1K +$1.41K +28 New
TAM
968
Tucker Asset Management
Colorado
$856
ED
969
Exane Derivatives
France
$588
MA
970
MBA Advisors
Pennsylvania
$232 +$219K +4,332 New
FGAM
971
Financial Gravity Asset Management
Texas
$179 +$51 +1 +50%
BBHC
972
Brown Brothers Harriman & Co
New York
$11 -$47.3K -936 -82%
SWM
973
Sugarloaf Wealth Management
Georgia
$5
JIM
974
JB Investments Management
Pennsylvania
-$132M -19,763,957 Closed
BG
975
Baupost Group
Massachusetts
-$318M -7,690,721 Closed

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.