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Marathon Petroleum
MPC

1,097 hedge funds and large institutions have $28.8B invested in Marathon Petroleum in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 347 increasing their positions, 376 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 82

9% more funds holding

Funds holding: 1,004 → 1,097 (+93)

3% more call options, than puts

Call options by funds: $814M | Put options by funds: $788M

2% less capital invested

Capital invested by funds: $29.6B → $28.8B (-$726M)

8% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 376

1.81% less ownership

Funds ownership: 75.05% → 73.24% (-1.8%)

44% less funds holding in top 10

Funds holding in top 10: 16 → 9 (-7)

Holders
1,097
Holders Change
+93
Holders Change %
+9.26%
% of All Funds
16.88%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.14%
New
191
Increased
347
Reduced
376
Closed
82
Calls
$814M
Puts
$788M
Net Calls
+$25.9M
Net Calls Change
-$439M

Top Buyers

Rank Fund Capital Flow
1
CWP
Capital Wealth Planning
Florida
+$141M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$110M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$70M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$65.6M
5
Invesco
Invesco
Georgia
+$60M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$372M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$168M
3
Citadel Advisors
Citadel Advisors
Florida
-$127M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$125M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1076
PSI Advisors
Florida
$2K – – –
TFM
1077
TFC Financial Management
Massachusetts
$2K – – –
CWC
1078
Carolinas Wealth Consulting
North Carolina
$2K +$1.67K +26 New
CAC
1079
Core Alternative Capital
Georgia
$2K +$1.74K +27 New
CCM
1080
Chilton Capital Management
Texas
$2K +$2.25K +35 New
M1FG
1081
Mach-1 Financial Group
Arkansas
$2K +$2.25K +35 New
AIM
1082
AHL Investment Management
Florida
$2K +$2.51K +39 New
TAM
1083
Tucker Asset Management
Colorado
$1.01K – – –
AWMS
1084
Advocacy Wealth Management Services
Georgia
$1K – – –
APC
1085
Aspire Private Capital
North Carolina
$1K – – –
CWAF
1086
Core Wealth Advisors (Florida)
Florida
$1K – – –
IFAM
1087
Institutional & Family Asset Management
Colorado
$1K – – –
S
1088
Surevest
California
$1K +$1.48K +23 New
FHC
1089
First Heartland Consultants
Missouri
$261 +$321 +5 +0.1%
WA
1090
WestEnd Advisors
North Carolina
$255 +$257 +4 New
CP
1091
Castleview Partners
Texas
$225 +$925K +14,397 New
FGAM
1092
Financial Gravity Asset Management
Texas
$153 +$12.2K +190 +9,500%
FFG
1093
Ford Financial Group
California
$39 +$39.6K +616 New
SFCL
1094
Strengthening Families & Communities LLC
Massachusetts
$24 +$24.5K +381 New
BBHC
1095
Brown Brothers Harriman & Co
New York
$15 – – –
APG Asset Management
1096
APG Asset Management
Netherlands
– -$93M -1,743,285 Closed
Renaissance Technologies
1097
Renaissance Technologies
New York
– -$56.3M -911,099 Closed
TCIM
1098
TOMS Capital Investment Management
New York
– -$53.8M -869,670 Closed
Twin Tree Management
1099
Twin Tree Management
Texas
– -$50.3M -781,955 Closed
SCM
1100
SIR Capital Management
New York
– -$23.4M -378,742 Closed
42 43
44
45 46

MPC Hedge Fund Activity: Q4 2021 in Review

1,097 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q4 2021, worth a combined $28.8B — down 2.5% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new MPC positions and 82 closed out — a net gain of 109 holders — while 347 added to existing stakes and 376 trimmed.

The largest buyer was Capital Wealth Planning, opening a new position worth an estimated $141M. The largest seller was BlackRock, cutting an estimated $372M.

  • 1,097 institutional investors held Marathon Petroleum (MPC) as of Q4 2021, up from 1,004 in Q3 2021.
  • Funds reported $28.8B of Marathon Petroleum stock for Q4 2021, down 2.5% quarter-over-quarter.
  • 191 funds opened new Marathon Petroleum positions in Q4 2021 and 82 closed out, a net change of +109 holders.
  • The largest Marathon Petroleum buyer in Q4 2021 was Capital Wealth Planning, an estimated $141M added.
  • The largest Marathon Petroleum seller in Q4 2021 was BlackRock, an estimated $372M sold.

Based on aggregated 13F filings for Q4 2021.