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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
TA
1376
TFG Advisers
Michigan
$241K +$205K +1,196 New
NRW
1377
Nova R Wealth
Kansas
$240K +$204K +1,193 New
PDL
1378
Portfolio Design Labs
California
$240K -$116K -679 -36%
C1AG
1379
Client 1st Advisory Group
Florida
$240K +$204K +1,191 New
SIM
1380
Seaview Investment Managers
Florida
$239K -$8.26M -48,296 -98%
SJGA
1381
Stephen J. Garry & Associates
New York
$239K +$203K +1,185 New
DCM
1382
DGS Capital Management
New Jersey
$239K +$202K +1,184 New
SLT
1383
St Louis Trust
Missouri
$238K +$202K +1,181 New
LA
1384
Legacy Advisors
Pennsylvania
$238K +$202K +1,179 New
HBW
1385
Hazlett, Burt & Watson
West Virginia
$237K
WP
1386
WMS Partners
Maryland
$237K +$201K +1,174 New
PIMG
1387
Patriot Investment Management Group
Tennessee
$236K +$200K +1,172 New
VFP
1388
Verus Financial Partners
Virginia
$236K +$200K +1,169 New
KP
1389
Keel Point
Alabama
$235K -$50.6K -296 -20%
RA
1390
Ransom Advisory
Rhode Island
$232K +$197K +1,150 New
A
1391
Allianz
Germany
$231K +$196K +1,148 New
LWM
1392
Liberty Wealth Management
California
$231K +$196K +1,147 New
S
1393
Sunpointe
Missouri
$231K +$196K +1,146 New
DAM
1394
Delta Asset Management
Tennessee
$230K
OAM
1395
Occidental Asset Management
California
$229K +$195K +1,138 New
NF
1396
Norwood Financial
Pennsylvania
$228K
RMC
1397
Resources Management Corp
Connecticut
$228K
TC
1398
Truvestments Capital
Florida
$228K -$90.6K -530 -32%
GF
1399
Gimbal Financial
Indiana
$227K +$193K +1,129 New
CSB
1400
City State Bank
Iowa
$227K

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.