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Marathon Petroleum

823 hedge funds and large institutions have $24.1B invested in Marathon Petroleum in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 285 increasing their positions, 332 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 54

28% more call options, than puts

Call options by funds: $253M | Put options by funds: $198M

10% more capital invested

Capital invested by funds: $21.9B → $24.1B (+$2.14B)

5% more funds holding

Funds holding: 781823 (+42)

1.19% less ownership

Funds ownership: 81.54%80.36% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

14% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 332

Holders
823
Holders Change
+42
Holders Change %
+5.38%
% of All Funds
21.59%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.31%
New
104
Increased
285
Reduced
332
Closed
54
Calls
$253M
Puts
$198M
Net Calls
+$55.4M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.91B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.7B +$37.6M +719,283 +2%
State Street
3
State Street
Massachusetts
$1.32B +$22.3M +425,758 +2%
BIT
4
BlackRock Institutional Trust
California
$828M -$40.1M -765,733 -5%
BA
5
BlackRock Advisors
Delaware
$738M -$104M -1,995,512 -12%
JP Morgan Chase
6
JP Morgan Chase
New York
$667M -$91.2M -1,742,604 -12%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$638M -$474M -9,050,661 -42%
LSV Asset Management
8
LSV Asset Management
Illinois
$499M -$3.96M -75,676 -0.8%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$474M -$101M -1,929,429 -17%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$441M +$266M +5,078,259 +148%
BG
11
BlackRock Group
United Kingdom
$440M -$14M -267,936 -3%
AQR Capital Management
12
AQR Capital Management
Connecticut
$404M -$18.5M -353,803 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$393M +$57.2M +1,093,884 +17%
BFA
14
BlackRock Fund Advisors
California
$377M -$3.08M -58,930 -0.8%
Boston Partners
15
Boston Partners
Massachusetts
$357M -$61.7M -1,178,175 -15%
Northern Trust
16
Northern Trust
Illinois
$351M -$26M -496,691 -7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$293M -$14.6M -279,382 -5%
Ameriprise
18
Ameriprise
Minnesota
$293M +$117M +2,243,076 +66%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$292M -$153M -2,927,709 -34%
BIM
20
BlackRock Investment Management
Delaware
$281M -$27.4M -523,502 -9%
AL
21
AJO LP
Pennsylvania
$274M -$14.1M -269,843 -5%
Norges Bank
22
Norges Bank
Norway
$249M -$7.06M -134,884 -3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$249M +$1.14M +21,754 +0.5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$241M +$5.73M +109,482 +2%
Goldman Sachs
25
Goldman Sachs
New York
$229M +$17.6M +336,823 +8%

MPC Hedge Fund Activity: Q4 2015 in Review

823 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q4 2015, worth a combined $24.1B — up 9.8% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPC positions and 54 closed out — a net gain of 50 holders — while 285 added to existing stakes and 332 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $266M. The largest seller was D.E. Shaw & Co, cutting an estimated $474M.

  • 823 institutional investors held Marathon Petroleum (MPC) as of Q4 2015, up from 781 in Q3 2015.
  • Funds reported $24.1B of Marathon Petroleum stock for Q4 2015, up 9.8% quarter-over-quarter.
  • 104 funds opened new Marathon Petroleum positions in Q4 2015 and 54 closed out, a net change of +50 holders.
  • The largest Marathon Petroleum buyer in Q4 2015 was Wellington Management Group, an estimated $266M added.
  • The largest Marathon Petroleum seller in Q4 2015 was D.E. Shaw & Co, an estimated $474M sold.

Based on aggregated 13F filings for Q4 2015.