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Marathon Petroleum

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: 1,0041,097 (+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: 169 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1151
Bourgeon Capital Management
Connecticut
-$73K -1,175 Closed
AIM
1152
Achmea Investment Management
Netherlands
-$72K -1,168 Closed
CFA
1153
Cahill Financial Advisors
Minnesota
-$67K -1,083 Closed
AP
1154
Arlington Partners
Alabama
-$55K -892 Closed
PWA
1155
Phoenix Wealth Advisors
North Carolina
-$49K -800 Closed
LWM
1156
Liberty Wealth Management
California
-$42K -683 Closed
SGAM
1157
Smith Group Asset Management
Texas
-$40K -647 Closed
CDIA
1158
Capital Directions Investment Advisors
Georgia
-$31K -501 Closed
JCM
1159
Jacobi Capital Management
Pennsylvania
-$29K -465 Closed
WLPWM
1160
Walled Lake Planning & Wealth Management
Illinois
-$22K -352 Closed
Loomis, Sayles & Company
1161
Loomis, Sayles & Company
Massachusetts
-$21K -339 Closed
HA
1162
Herold Advisors
New York
-$18K -300 Closed
SQA
1163
Simon Quick Advisors
New Jersey
-$16K -271 Closed
RTL
1164
Red Tortoise LLC
Georgia
-$18K -180 Closed
RA
1165
Resolute Advisors
California
-$10K -156 Closed
TWP
1166
TFO Wealth Partners
Ohio
-$9K -139 Closed
SIAP
1167
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$8K -133 Closed
PPWM
1168
PFG Private Wealth Management
Florida
-$8K -126 Closed
HWA
1169
Heritage Wealth Advisors
Virginia
-$4.95K -80 Closed
WOC
1170
West Oak Capital
California
-$2K -40 Closed
MAM
1171
McCarthy Asset Management
California
-$2K -38 Closed
HWA
1172
HHM Wealth Advisors
Tennessee
-$2K -35 Closed
DFCM
1173
Dark Forest Capital Management
Puerto Rico
-$2K -29 Closed
CMBA
1174
C.M. Bidwell & Associates
Hawaii
-$1K -22 Closed
UFF
1175
USA Financial Formulas
Michigan
-$1K -18 Closed

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.