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Marathon Petroleum

1,044 hedge funds and large institutions have $26.6B invested in Marathon Petroleum in 2018 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 345 increasing their positions, 393 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $549M | Put options by funds: $341M

56% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 79

3.57% more ownership

Funds ownership: 78.66%82.23% (+3.6%)

3% more funds holding

Funds holding: 1,0091,044 (+35)

2% less capital invested

Capital invested by funds: $27.2B → $26.6B (-$614M)

12% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 393

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
1,044
Holders Change
+35
Holders Change %
+3.47%
% of All Funds
23.9%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.53%
New
123
Increased
345
Reduced
393
Closed
79
Calls
$549M
Puts
$341M
Net Calls
+$208M
Net Calls Change
+$226M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
1001
Heritage Trust
Oklahoma
$11K
ME
1002
McIlrath & Eck
Washington
$11K +$11.5K +150 New
TDC
1003
Thompson Davis & Co
Virginia
$11K +$11.5K +150 New
SIM
1004
Sonora Investment Management
Arizona
$10K -$399K -5,227 -97%
IFAM
1005
Institutional & Family Asset Management
Colorado
$10K
SIAP
1006
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
AC
1007
Avestar Capital
New York
$10K +$1.76K +23 +16%
AWM
1008
Aevitas Wealth Management
Massachusetts
$9K
LWA
1009
Lenox Wealth Advisors
New York
$9K
DWA
1010
Divergent Wealth Advisors
Utah
$8K
OGC
1011
Oak Grove Capital
New Hampshire
$8K
PCFFS
1012
Pacific Center for Financial Services
California
$8K
WIM
1013
Westside Investment Management
California
$7.59K
EWM
1014
Endurance Wealth Management
Rhode Island
$7K
M
1015
MOTCO
Texas
$7K
SIS
1016
Sound Income Strategies
Florida
$7K +$305 +4 +4%
B
1017
Bridgeworth
Alabama
$7K +$7.64K +100 New
KJWM
1018
Kiley Juergens Wealth Management
Washington
$7K +$8.4K +110 New
ED
1019
Exane Derivatives
France
$6.79K -$2.98K -39 -29%
MF
1020
MHI Funds
New York
$6K -$216K -2,831 -97%
CFC
1021
Coyle Financial Counsel
Illinois
$6K +$6.26K +82 New
PO
1022
Private Ocean
California
$5K
GBBWRPM
1023
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K
JAM
1024
JCIC Asset Management
Ontario, Canada
$4K
SFSIG
1025
San Francisco Sentry Investment Group
California
$4K +$916 +12 +24%

MPC Hedge Fund Activity: Q2 2018 in Review

1,044 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q2 2018, worth a combined $26.6B — down 2.3% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new MPC positions and 79 closed out — a net gain of 44 holders — while 345 added to existing stakes and 393 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $461M. The largest seller was T. Rowe Price Associates, cutting an estimated $473M.

  • 1,044 institutional investors held Marathon Petroleum (MPC) as of Q2 2018, up from 1,009 in Q1 2018.
  • Funds reported $26.6B of Marathon Petroleum stock for Q2 2018, down 2.3% quarter-over-quarter.
  • 123 funds opened new Marathon Petroleum positions in Q2 2018 and 79 closed out, a net change of +44 holders.
  • The largest Marathon Petroleum buyer in Q2 2018 was JP Morgan Chase, an estimated $461M added.
  • The largest Marathon Petroleum seller in Q2 2018 was T. Rowe Price Associates, an estimated $473M sold.

Based on aggregated 13F filings for Q2 2018.