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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
ISWM
1326
Independent Solutions Wealth Management
New York
$266K +$226K +1,319 New
ESBC
1327
E.S. Barr & Co
Kentucky
$266K +$226K +1,319 New
FFA
1328
Florida Financial Advisors
Florida
$266K -$66.7K -390 -23%
SP
1329
Successful Portfolios
Florida
$265K +$225K +1,316 New
WIM
1330
Westside Investment Management
California
$265K +$20.5K +120 +10%
WC
1331
Waterloo Capital
Texas
$263K +$223K +1,306 New
NFP
1332
Narus Financial Partners
Utah
$263K -$22.2K -130 -9%
AWM
1333
Accel Wealth Management
Iowa
$262K +$223K +1,302 New
AA
1334
Alta Advisers
United Kingdom
$262K -$51.3K -300 -19%
ECM
1335
EagleClaw Capital Management
Massachusetts
$262K +$222K +1,300 New
AWM
1336
Aprio Wealth Management
Georgia
$261K +$222K +1,297 New
QFA
1337
Quantum Financial Advisors
California
$261K +$222K +1,296 New
SAF
1338
Smith Anglin Financial
Texas
$260K +$221K +1,293 New
MFG
1339
Magnus Financial Group
New York
$260K -$154K -902 -41%
FFN
1340
Focus Financial Network
Minnesota
$260K +$228K +1,331 New
GWP
1341
Gen-Wealth Partners
Michigan
$259K +$220K +1,287 New
HT
1342
Heritage Trust
Oklahoma
$257K +$218K +1,276 New
DMBA
1343
Deseret Mutual Benefit Administrators
Utah
$257K +$7.7K +45 +4%
1W
1344
1776 Wealth
Georgia
$257K +$218K +1,276 New
MCCA
1345
Mill Creek Capital Advisors
Pennsylvania
$257K +$218K +1,275 New
MA
1346
MJP Associates
Connecticut
$256K +$217K +1,270 New
CF
1347
Centaurus Financial
California
$256K -$35.9K -210 -14%
ATC
1348
Adirondack Trust Company
New York
$256K
XT
1349
XTX Topco
Cayman Islands
$256K -$420K -2,454 -66%
CS
1350
Crescent Sterling
Louisiana
$255K +$217K +1,268 New

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.