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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
CA
1351
Carson Advisory
Georgia
$255K -$80K -468 -27%
M
1352
MOTCO
Texas
$255K +$216K +1,265 New
WIM
1353
Warwick Investment Management
Texas
$255K +$216K +1,265 New
SF
1354
Summit Financial
New Jersey
$254K +$216K +1,263 New
EWA
1355
Encompass Wealth Advisors
Oregon
$254K +$216K +1,262 New
PCA
1356
Pallas Capital Advisors
Massachusetts
$252K +$214K +1,252 New
OCM
1357
One Capital Management
California
$252K +$214K +1,251 New
FNA
1358
First National Advisers
Nebraska
$252K +$214K +1,250 New
FSC
1359
Full Sail Capital
Oklahoma
$251K +$213K +1,248 New
AC
1360
ASB Consultores
Florida
$251K +$213K +1,246 New
Luther King Capital Management (LKCM)
1361
Luther King Capital Management (LKCM)
Texas
$249K +$211K +1,236 New
CIM
1362
Contravisory Investment Management
Massachusetts
$248K +$211K +1,232 New
PF
1363
Phoenix Financial
Israel
$248K +$2.56K +15 +1%
RDWM
1364
Red Door Wealth Management
Tennessee
$247K -$233K -1,365 -53%
SEP
1365
Southland Equity Partners
Missouri
$247K +$210K +1,227 New
BA
1366
Bluesphere Advisors
Pennsylvania
$247K +$209K +1,225 New
RC
1367
Roundview Capital
New Jersey
$246K +$209K +1,223 New
GWA
1368
Gratus Wealth Advisors
Virginia
$245K +$215K +1,257 New
SFA
1369
Source Financial Advisors
New York
$245K +$208K +1,216 New
HIF
1370
Hill Island Financial
Michigan
$245K -$47K -275 -18%
GD
1371
Grandfield & Dodd
New York
$243K +$206K +1,206 New
NG
1372
Northstar Group
New York
$243K +$206K +1,206 New
MFA
1373
Mayflower Financial Advisors
Massachusetts
$242K +$206K +1,202 New
MFG
1374
MidWestOne Financial Group
Iowa
$242K +$205K +1,200 New
WJA
1375
Willis Johnson & Associates
Texas
$242K +$205K +1,200 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.