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Marathon Petroleum

713 hedge funds and large institutions have $18B invested in Marathon Petroleum in 2014 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 238 increasing their positions, 302 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $526M | Put options by funds: $419M

0.26% more ownership

Funds ownership: 161.14%161.4% (+0.26%)

5% less funds holding

Funds holding: 747713 (-34)

14% less capital invested

Capital invested by funds: $20.9B → $18B (-$2.94B)

21% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 302

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

31% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 90

Holders
713
Holders Change
-34
Holders Change %
-4.55%
% of All Funds
20.49%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.46%
New
62
Increased
238
Reduced
302
Closed
90
Calls
$526M
Puts
$419M
Net Calls
+$107M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.15B +$156M +3,515,324 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B -$16.2M -365,398 -1%
BIT
3
BlackRock Institutional Trust
California
$698M +$60.6M +1,370,782 +8%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$608M +$287M +6,486,476 +71%
JP Morgan Chase
5
JP Morgan Chase
New York
$490M -$141M -3,189,934 -20%
BA
6
BlackRock Advisors
Delaware
$474M -$165M -3,730,714 -23%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$408M +$24.3M +549,000 +6%
Norges Bank
8
Norges Bank
Norway
$400M +$222M +5,010,760 +96%
LSV Asset Management
9
LSV Asset Management
Illinois
$365M +$2.84M +64,300 +0.7%
Boston Partners
10
Boston Partners
Massachusetts
$341M +$313M +7,080,102 +428%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$305M -$34.6M -781,156 -9%
Northern Trust
12
Northern Trust
Illinois
$300M -$21.6M -488,780 -6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$299M -$103M -2,320,222 -23%
PC
14
PointState Capital
New York
$276M +$203M +4,578,600 +184%
BFA
15
BlackRock Fund Advisors
California
$275M -$13.9M -313,188 -4%
Jennison Associates
16
Jennison Associates
New York
$265M +$52M +1,175,462 +21%
BIM
17
BlackRock Investment Management
Delaware
$259M +$30.3M +685,456 +12%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$251M +$2.53M +57,108 +0.9%
BG
19
BlackRock Group
United Kingdom
$227M -$36.3M -819,924 -12%
AL
20
AJO LP
Pennsylvania
$223M +$34.7M +784,740 +16%
PCM
21
Pennant Capital Management
New Jersey
$217M +$22.7M +513,598 +10%
HCM
22
Herndon Capital Management
Georgia
$189M -$7.99M -180,622 -4%
EPCM
23
Eton Park Capital Management
New York
$189M
TCIM
24
TIAA CREF Investment Management
New York
$180M -$10.1M -227,324 -5%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$177M +$16M +362,470 +9%

MPC Hedge Fund Activity: Q2 2014 in Review

713 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q2 2014, worth a combined $18B — down 14% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of MPC and 62 opened new positions — a net loss of 28 holders — while 302 trimmed existing stakes and 238 added.

The largest buyer was Boston Partners, adding an estimated $313M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $274M sold.

  • 713 institutional investors held Marathon Petroleum (MPC) as of Q2 2014, down from 747 in Q1 2014.
  • Funds reported $18B of Marathon Petroleum stock for Q2 2014, down 14% quarter-over-quarter.
  • 62 funds opened new Marathon Petroleum positions in Q2 2014 and 90 closed out, a net change of -28 holders.
  • The largest Marathon Petroleum buyer in Q2 2014 was Boston Partners, an estimated $313M added.
  • The largest Marathon Petroleum seller in Q2 2014 was Ignis Investment Services, an estimated $274M sold.

Based on aggregated 13F filings for Q2 2014.