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Marathon Petroleum

768 hedge funds and large institutions have $17B invested in Marathon Petroleum in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 274 increasing their positions, 287 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $252M

81% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 48

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

4% more funds holding

Funds holding: 738768 (+30)

5% more capital invested

Capital invested by funds: $16.3B → $17B (+$734M)

5% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 287

1.05% less ownership

Funds ownership: 80.84%79.79% (-1%)

Holders
768
Holders Change
+30
Holders Change %
+4.07%
% of All Funds
20.49%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.27%
New
87
Increased
274
Reduced
287
Closed
48
Calls
$1.22B
Puts
$252M
Net Calls
+$964M
Net Calls Change
-$319M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B +$33.3M +821,249 +2%
State Street
2
State Street
Massachusetts
$1.1B +$19.4M +479,097 +2%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$763M -$232M -5,718,127 -23%
BIT
4
BlackRock Institutional Trust
California
$660M +$59.1M +1,456,438 +10%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$650M +$6.33M +155,961 +1%
BA
6
BlackRock Advisors
Delaware
$613M -$36.7M -903,542 -6%
Morgan Stanley
7
Morgan Stanley
New York
$486M +$355M +8,747,283 +270%
SCP
8
Soroban Capital Partners
New York
$436M
BFA
9
BlackRock Fund Advisors
California
$408M +$12.8M +316,416 +3%
LSV Asset Management
10
LSV Asset Management
Illinois
$388M -$11.4M -280,242 -3%
BG
11
BlackRock Group
United Kingdom
$354M +$4.63M +114,238 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$331M -$388K -9,571 -0.1%
JP Morgan Chase
13
JP Morgan Chase
New York
$292M -$167M -4,109,915 -36%
Boston Partners
14
Boston Partners
Massachusetts
$263M -$200M -4,917,756 -43%
Northern Trust
15
Northern Trust
Illinois
$258M -$8.2M -202,005 -3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$256M +$216M +5,322,240 +538%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$243M +$7.71M +189,921 +3%
BIM
18
BlackRock Investment Management
Delaware
$229M -$8.11M -199,779 -3%
Millennium Management
19
Millennium Management
New York
$209M -$23.4M -577,720 -10%
Norges Bank
20
Norges Bank
Norway
$206M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$193M +$9.98M +246,058 +5%
Goldman Sachs
22
Goldman Sachs
New York
$181M +$66M +1,626,120 +57%
JP
23
Jana Partners
New York
$178M +$67.4M +1,661,540 +61%
Deutsche Bank
24
Deutsche Bank
Germany
$177M -$27.8M -685,736 -14%
Wells Fargo
25
Wells Fargo
California
$153M +$76.8M +1,893,062 +101%

MPC Hedge Fund Activity: Q3 2016 in Review

768 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q3 2016, worth a combined $17B — up 4.5% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MPC positions and 48 closed out — a net gain of 39 holders — while 274 added to existing stakes and 287 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $355M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $232M.

  • 768 institutional investors held Marathon Petroleum (MPC) as of Q3 2016, up from 738 in Q2 2016.
  • Funds reported $17B of Marathon Petroleum stock for Q3 2016, up 4.5% quarter-over-quarter.
  • 87 funds opened new Marathon Petroleum positions in Q3 2016 and 48 closed out, a net change of +39 holders.
  • The largest Marathon Petroleum buyer in Q3 2016 was Morgan Stanley, an estimated $355M added.
  • The largest Marathon Petroleum seller in Q3 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2016.