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Marathon Petroleum

1,688 hedge funds and large institutions have $52.7B invested in Marathon Petroleum in 2024 Q1 according to their latest regulatory filings, with 255 funds opening new positions, 486 increasing their positions, 652 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 98

100% more funds holding in top 10

Funds holding in top 10: 2040 (+20)

60% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $876M

25% more capital invested

Capital invested by funds: $42.2B → $52.7B (+$10.6B)

9% more funds holding

Funds holding: 1,5491,688 (+139)

2.01% less ownership

Funds ownership: 74.82%72.8% (-2%)

25% less repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 652

Holders
1,688
Holders Change
+139
Holders Change %
+8.97%
% of All Funds
24.32%
Holding in Top 10
40
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+100%
% of All Funds
0.58%
New
255
Increased
486
Reduced
652
Closed
98
Calls
$1.4B
Puts
$876M
Net Calls
+$526M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1226
BlackDiamond Wealth Management
New York
$331K -$19.5K -114 -6%
CWA
1227
Capital Wealth Alliance
Arizona
$330K
JSC
1228
Jackson Square Capital
California
$329K +$39.7K +232 +17%
OHIS
1229
Oak Harvest Investment Services
Texas
$328K +$13.7K +80 +5%
AFP
1230
Ausdal Financial Partners
Iowa
$328K -$32.3K -189 -10%
ST
1231
Spinnaker Trust
Maine
$326K
CCA
1232
Cobblestone Capital Advisors
New York
$325K
BIA
1233
Bigelow Investment Advisors
Maine
$325K +$1.88K +11 +0.7%
IAN
1234
Integrated Advisors Network
Texas
$324K +$6.16K +36 +2%
SIC
1235
Sigma Investment Counselors
Michigan
$324K
VC
1236
Veery Capital
Delaware
$324K -$171 -1 -0.1%
KCM
1237
KRS Capital Management
Michigan
$323K +$13.3K +78 +5%
Bank Julius Baer & Co
1238
Bank Julius Baer & Co
Switzerland
$322K +$2.74K +16 +1%
CS
1239
Cannell & Spears
New York
$322K +$274K +1,600 New
HNWAG
1240
High Net Worth Advisory Group
Florida
$321K +$273K +1,594 New
EWM
1241
Executive Wealth Management
Michigan
$321K +$171 +1 +0.1%
FOA
1242
Five Oceans Advisors
California
$319K
VIA
1243
Virtus Investment Advisers
Connecticut
$319K
PAS
1244
Professional Advisory Services
Florida
$319K
BFM
1245
Boston Financial Management
Massachusetts
$319K
FVWA
1246
Foster Victor Wealth Advisors
South Carolina
$318K -$7.87K -46 -3%
TA
1247
TrueWealth Advisors
Alabama
$318K +$270K +1,579 New
CAM
1248
CPA Asset Management
Florida
$317K
DFG
1249
Dupree Financial Group
Kentucky
$316K
PFA
1250
Pathway Financial Advisors
Vermont
$313K

MPC Hedge Fund Activity: Q1 2024 in Review

1,688 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q1 2024, worth a combined $52.7B — up 25% from $42.2B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new MPC positions and 98 closed out — a net gain of 157 holders — while 486 added to existing stakes and 652 trimmed.

The largest buyer was Capital Wealth Planning, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $1.3B.

  • 1,688 institutional investors held Marathon Petroleum (MPC) as of Q1 2024, up from 1,549 in Q4 2023.
  • Funds reported $52.7B of Marathon Petroleum stock for Q1 2024, up 25% quarter-over-quarter.
  • 255 funds opened new Marathon Petroleum positions in Q1 2024 and 98 closed out, a net change of +157 holders.
  • The largest Marathon Petroleum buyer in Q1 2024 was Capital Wealth Planning, an estimated $188M added.
  • The largest Marathon Petroleum seller in Q1 2024 was Morgan Stanley, an estimated $1.3B sold.

Based on aggregated 13F filings for Q1 2024.