We are live on ! Find out more
MPC icon

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
RWP
1476
Ridgecrest Wealth Partners
California
$202K +$171K +1,000 New
UAS
1477
United Asset Strategies
New York
$202K +$171K +1,000 New
NCTC
1478
New Covenant Trust Company
Indiana
$198K +$168K +981 New
HNB
1479
Hilltop National Bank
Wyoming
$191K +$162K +949 New
Kayne Anderson Rudnick Investment Management
1480
Kayne Anderson Rudnick Investment Management
California
$191K +$1.71K +10 +1%
OSNBOA
1481
Old Second National Bank of Aurora
Illinois
$187K
NFSG
1482
Newbridge Financial Services Group
Florida
$186K -$7.87K -46 -5%
WAM
1483
WFA Asset Management
Wisconsin
$183K +$684 +4 +0.4%
HT
1484
Headlands Technologies
Illinois
$176K +$149K +873 New
FMP
1485
Financial Management Professionals
Texas
$172K -$12.5K -73 -8%
TIM
1486
Tortoise Investment Management
New York
$171K +$513 +3 +0.4%
IBOK
1487
Independence Bank of Kentucky
Kentucky
$166K -$8.55K -50 -6%
HCP
1488
Hexagon Capital Partners
Arkansas
$161K -$16.4K -96 -11%
BLC
1489
Brown, Lisle/Cummings
Rhode Island
$161K
QPBE
1490
Quintet Private Bank (Europe)
Luxembourg
$160K -$20.5K -120 -15%
AGWCA
1491
Annis Gardner Whiting Capital Advisors
Florida
$160K -$855 -5 -0.6%
CAL
1492
Capital Advisors Ltd
Ohio
$159K +$855 +5 +0.6%
CWM
1493
Compass Wealth Management
Connecticut
$158K
SN
1494
Sittner & Nelson
Oregon
$155K
JWA
1495
JFS Wealth Advisors
Pennsylvania
$152K
HA
1496
Homestead Advisers
Virginia
$146K
MMG
1497
Monetary Management Group
Missouri
$141K
FMII
1498
Farmers & Merchants Investments Inc
Nebraska
$140K -$855 -5 -0.7%
BBHC
1499
Brown Brothers Harriman & Co
New York
$140K
LB
1500
Legacy Bridge
Iowa
$136K

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.