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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
BWL
1326
Bogart Wealth LLC
Virginia
$12.9K
CBT
1327
Central Bank & Trust
Kentucky
$12.8K
BC
1328
Burleson & Co
California
$12.5K
EWM
1329
Endurance Wealth Management
Rhode Island
$12K
MWM
1330
Mascoma Wealth Management
New Hampshire
$11.6K
NIC
1331
Northwest Investment Counselors
Oregon
$11.6K
SC
1332
Solstein Capital
California
$11.6K
TIM
1333
Tortoise Investment Management
New York
$11.6K
LFA
1334
Legend Financial Advisors
Pennsylvania
$11.4K
DCP
1335
Distillate Capital Partners
Illinois
$11.3K +$11.1K +97 New
CPFP
1336
Clear Perspectives Financial Planning
Ohio
$11.2K
TWM
1337
Tradition Wealth Management
Minnesota
$11K -$3.53K -31 -25%
MS
1338
Madden Securities
Texas
$10.4K +$10.1K +89 New
SWM
1339
Sugarloaf Wealth Management
Georgia
$10K
UIA
1340
Ulland Investment Advisors
Minnesota
$10K
ANBT
1341
American National Bank & Trust
Texas
$10K +$6.95K +61 +277%
RA
1342
Rise Advisors
New York
$9.83K
SSC
1343
Syverson Strege & Co
Iowa
$9.71K
AFS
1344
Annapolis Financial Services
Maryland
$9.66K
MUMSS
1345
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K -$9.12K -80 -50%
AWM
1346
Abound Wealth Management
Tennessee
$8.92K -$2.51K -22 -22%
BWM
1347
BerganKDV Wealth Management
Minnesota
$8.69K +$114 +1 +1%
TSWM
1348
Tyler-Stone Wealth Management
Ohio
$8K
RWM
1349
Ruedi Wealth Management
Illinois
$7.68K +$7.52K +66 New
BA
1350
Bellwether Advisors
Nebraska
$7.25K +$5.58K +49 +377%

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.