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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
BDS
1026
Banco de Sabadell
Florida
-$82K -2,000 Closed
PFO
1027
Pathstone Family Office
New Jersey
-$81K -1,962 Closed
IA
1028
Inspire Advisors
Idaho
-$80K -1,946 Closed
FWM
1029
FSA Wealth Management
Massachusetts
-$56K -1,347 Closed
TLFA
1030
True Link Financial Advisors
California
-$39K -933 Closed
PWM
1031
Perigon Wealth Management
California
-$38K -909 Closed
TPWA
1032
TRUE Private Wealth Advisors
Oregon
-$37K -908 Closed
D
1033
Diversified
Delaware
-$23K -800 Closed
RWA
1034
Ropes Wealth Advisors
Massachusetts
-$29K -713 Closed
RPWA
1035
Regent Peak Wealth Advisors
Georgia
-$20K -486 Closed
CCA
1036
Childress Capital Advisors
Texas
-$12K -302 Closed
BBHBI
1037
B, B, H, & B Inc
Alabama
-$10K -253 Closed
Simplex Trading
1038
Simplex Trading
Illinois
-$12.6K -250 Closed
OAJ
1039
Ogorek Anthony Joseph
New York
-$10K -244 Closed
AWG
1040
Altus Wealth Group
Colorado
-$8K -200 Closed
JGIA
1041
Jackson Grant Investment Advisers
Connecticut
-$8K -200 Closed
LWCFA
1042
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$6K -156 Closed
MCM
1043
McMillion Capital Management
North Carolina
-$5K -116 Closed
TI
1044
tru Independence
Oregon
-$4 -92 Closed
M
1045
MOTCO
Texas
-$3K -73 Closed
HGWM
1046
Harvest Group Wealth Management
Massachusetts
-$3K -70 Closed
TIAM2
1047
Tru Independence Asset Management 2
Oregon
-$1K -19 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.