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Marathon Petroleum

1,387 hedge funds and large institutions have $40.9B invested in Marathon Petroleum in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 418 increasing their positions, 523 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 83

13% more capital invested

Capital invested by funds: $36.1B → $40.9B (+$4.83B)

7% more funds holding

Funds holding: 1,2911,387 (+96)

1.91% more ownership

Funds ownership: 73.12%75.03% (+1.9%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

20% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 523

23% less call options, than puts

Call options by funds: $927M | Put options by funds: $1.21B

Holders
1,387
Holders Change
+96
Holders Change %
+7.44%
% of All Funds
22.3%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.53%
New
202
Increased
418
Reduced
523
Closed
83
Calls
$927M
Puts
$1.21B
Net Calls
-$285M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1101
Chatham Capital Group
Georgia
$232K +$227K +1,994 New
RA
1102
RiverTree Advisors
Florida
$232K +$227K +1,993 New
FPGK
1103
Financial Partners Group (Kansas)
Kansas
$232K +$207K +1,815 New
BIM
1104
Bullseye Investment Management
Ohio
$232K +$227K +1,992 New
CG
1105
Caprock Group
Idaho
$232K +$227K +1,989 New
LC
1106
LCNB Corp
Ohio
$231K +$226K +1,986 New
CCM
1107
Chimera Capital Management
New York
$230K -$665K -5,837 -75%
WTFG
1108
Wells Trecaso Financial Group
Ohio
$229K -$8.55K -75 -4%
GL
1109
Graypoint LLC
New York
$229K +$224K +1,965 New
BTI
1110
Blue Trust Inc
Georgia
$228K +$72.8K +639 +39%
IWC
1111
Integrated Wealth Concepts
Massachusetts
$228K +$223K +1,955 New
GW
1112
GW & Wade
Massachusetts
$227K +$222K +1,950 New
WHG
1113
Westwood Holdings Group
Texas
$226K +$221K +1,943 New
BBHC
1114
Brown Brothers Harriman & Co
New York
$226K -$21.2K -186 -9%
APP
1115
Avantax Planning Partners
Iowa
$225K +$221K +1,937 New
1WM
1116
1900 Wealth Management
Texas
$225K +$221K +1,936 New
GIA
1117
Gladstone Institutional Advisory
Florida
$224K +$219K +1,922 New
MM
1118
MQS Management
New York
$223K +$219K +1,920 New
SVWAG
1119
Sound View Wealth Advisors Group
Georgia
$223K +$172K +1,506 New
OWA
1120
Outlook Wealth Advisors
Texas
$223K +$218K +1,916 New
NICM
1121
Neo Ivy Capital Management
New York
$223K -$100K -877 -31%
AAS
1122
Annex Advisory Services
Wisconsin
$221K -$572K -5,017 -73%
V
1123
VeraBank
Texas
$221K +$217K +1,900 New
MCM
1124
Monument Capital Management
Virginia
$219K +$215K +1,883 New
CAC
1125
Certified Advisory Corp
Florida
$219K +$214K +1,880 New

MPC Hedge Fund Activity: Q4 2022 in Review

1,387 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q4 2022, worth a combined $40.9B — up 13% from $36.1B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new MPC positions and 83 closed out — a net gain of 119 holders — while 418 added to existing stakes and 523 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $249M. The largest seller was Capital Wealth Planning, cutting an estimated $255M.

  • 1,387 institutional investors held Marathon Petroleum (MPC) as of Q4 2022, up from 1,291 in Q3 2022.
  • Funds reported $40.9B of Marathon Petroleum stock for Q4 2022, up 13% quarter-over-quarter.
  • 202 funds opened new Marathon Petroleum positions in Q4 2022 and 83 closed out, a net change of +119 holders.
  • The largest Marathon Petroleum buyer in Q4 2022 was Fidelity Investments, an estimated $249M added.
  • The largest Marathon Petroleum seller in Q4 2022 was Capital Wealth Planning, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2022.