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Marathon Petroleum

747 hedge funds and large institutions have $20.9B invested in Marathon Petroleum in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 233 increasing their positions, 304 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 74

18% more call options, than puts

Call options by funds: $752M | Put options by funds: $637M

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2% more funds holding

Funds holding: 730747 (+17)

3.48% less ownership

Funds ownership: 164.62%161.14% (-3.5%)

10% less capital invested

Capital invested by funds: $23.1B → $20.9B (-$2.23B)

23% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 304

Holders
747
Holders Change
+17
Holders Change %
+2.33%
% of All Funds
21.58%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.66%
New
100
Increased
233
Reduced
304
Closed
74
Calls
$752M
Puts
$637M
Net Calls
+$115M
Net Calls Change
-$284M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.23B -$30.8M -702,150 -2%
State Street
2
State Street
Massachusetts
$1.13B -$139M -3,176,968 -11%
BIT
3
BlackRock Institutional Trust
California
$719M -$45.1M -1,028,350 -6%
BA
4
BlackRock Advisors
Delaware
$691M -$212M -4,836,956 -23%
JP Morgan Chase
5
JP Morgan Chase
New York
$685M -$371M -8,464,110 -35%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$434M -$2.33M -53,242 -0.5%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$431M -$631K -14,400 -0.1%
LSV Asset Management
8
LSV Asset Management
Illinois
$405M -$7.89M -180,078 -2%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$396M +$30.9M +706,194 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$374M -$96.8M -2,210,122 -20%
Northern Trust
11
Northern Trust
Illinois
$356M +$4.22M +96,406 +1%
BFA
12
BlackRock Fund Advisors
California
$321M -$4.48M -102,162 -1%
BG
13
BlackRock Group
United Kingdom
$289M -$62M -1,414,290 -18%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$278M +$3.52M +80,270 +1%
IIS
15
Ignis Investment Services
United Kingdom
$274M -$13.1K -298 -0%
BIM
16
BlackRock Investment Management
Delaware
$259M -$11.5M -263,422 -4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$248M -$56.6M -1,291,926 -18%
Jennison Associates
18
Jennison Associates
New York
$244M +$33.6M +765,870 +16%
BRC
19
Blue Ridge Capital
New York
$243M
Ameriprise
20
Ameriprise
Minnesota
$234M +$3.43M +78,228 +1%
Norges Bank
21
Norges Bank
Norway
$227M -$1.32M -30,230 -0.6%
Goldman Sachs
22
Goldman Sachs
New York
$225M +$84.4M +1,925,052 +59%
PCM
23
Pennant Capital Management
New Jersey
$220M +$71.3M +1,626,400 +48%
HCM
24
Herndon Capital Management
Georgia
$219M -$3.04M -69,278 -1%
AL
25
AJO LP
Pennsylvania
$215M +$211M +4,826,260 +4,659%

MPC Hedge Fund Activity: Q1 2014 in Review

747 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q1 2014, worth a combined $20.9B — down 9.6% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new MPC positions and 74 closed out — a net gain of 26 holders — while 233 added to existing stakes and 304 trimmed.

The largest buyer was AJO LP, adding an estimated $211M. The largest seller was JP Morgan Chase, cutting an estimated $371M.

  • 747 institutional investors held Marathon Petroleum (MPC) as of Q1 2014, up from 730 in Q4 2013.
  • Funds reported $20.9B of Marathon Petroleum stock for Q1 2014, down 9.6% quarter-over-quarter.
  • 100 funds opened new Marathon Petroleum positions in Q1 2014 and 74 closed out, a net change of +26 holders.
  • The largest Marathon Petroleum buyer in Q1 2014 was AJO LP, an estimated $211M added.
  • The largest Marathon Petroleum seller in Q1 2014 was JP Morgan Chase, an estimated $371M sold.

Based on aggregated 13F filings for Q1 2014.