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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
LWA
1276
Lowe Wealth Advisors
Maryland
$289K -$4.28K -25 -2%
SWS
1277
SYSTM Wealth Solutions
Illinois
$289K -$16.1K -94 -6%
RZH
1278
Relyea Zuckerberg Hanson
Connecticut
$288K +$3.76K +22 +2%
SMA
1279
Sage Mountain Advisors
Georgia
$288K +$6.67K +39 +3%
CVA
1280
Central Valley Advisors
California
$287K -$1.86M -10,872 -88%
EP
1281
Eudaimonia Partners
Tennessee
$287K +$244K +1,425 New
ZIM
1282
Zacks Investment Management
Illinois
$287K -$115K -671 -32%
PCA
1283
Prosperity Capital Advisors
Ohio
$285K +$242K +1,416 New
AWA
1284
Acorn Wealth Advisors
Michigan
$285K +$242K +1,416 New
SFG
1285
Sovereign Financial Group
Connecticut
$284K +$241K +1,409 New
PCP
1286
Proficio Capital Partners
Massachusetts
$283K -$6.5K -38 -3%
BIG
1287
Builder Investment Group
Georgia
$282K
CICI
1288
Capital Investment Counsel Inc
North Carolina
$282K
ZIG
1289
Zuckerman Investment Group
Illinois
$282K
OCM
1290
Objective Capital Management
Ohio
$281K -$1.54K -9 -0.6%
TFA
1291
Transamerica Financial Advisors
Florida
$281K -$6.84K -40 -3%
LMKC
1292
L.M. Kohn & Company
Ohio
$281K +$2.05K +12 +0.9%
LRIA
1293
Leonard Rickey Investment Advisors
Washington
$280K +$1.03K +6 +0.4%
AP
1294
Americana Partners
Texas
$280K +$238K +1,389 New
LAM
1295
L2 Asset Management
Massachusetts
$280K +$237K +1,388 New
TW
1296
Transform Wealth
Colorado
$280K +$513 +3 +0.2%
GWM
1297
GDS Wealth Management
Texas
$279K
ACI
1298
Alpha Cubed Investments
California
$279K +$237K +1,386 New
FA
1299
Fountainhead AM
New Jersey
$279K
SVWAG
1300
Sound View Wealth Advisors Group
Georgia
$279K -$21K -123 -8%

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.