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Marathon Petroleum

989 hedge funds and large institutions have $25.3B invested in Marathon Petroleum in 2017 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 297 increasing their positions, 376 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 47

21% more call options, than puts

Call options by funds: $433M | Put options by funds: $358M

14% more funds holding

Funds holding: 870989 (+119)

13% more capital invested

Capital invested by funds: $22.4B → $25.3B (+$2.88B)

0.43% less ownership

Funds ownership: 78.98%78.55% (-0.43%)

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

21% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 376

Holders
989
Holders Change
+119
Holders Change %
+13.68%
% of All Funds
22.43%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.57%
New
175
Increased
297
Reduced
376
Closed
47
Calls
$433M
Puts
$358M
Net Calls
+$74.4M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.9B -$324M -5,298,947 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.53B +$29.9M +488,859 +1%
State Street
3
State Street
Massachusetts
$1.71B -$17.9M -291,960 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$635M -$76.3M -1,246,278 -11%
Goldman Sachs
5
Goldman Sachs
New York
$598M +$202M +3,300,241 +57%
Boston Partners
6
Boston Partners
Massachusetts
$593M -$4.5M -73,452 -0.8%
JP Morgan Chase
7
JP Morgan Chase
New York
$558M +$146M +2,391,657 +39%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$518M +$54.8M +895,949 +13%
IAM
9
Iridian Asset Management
Connecticut
$468M -$55.9M -914,133 -11%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$395M -$7.18M -117,395 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$387M +$22.5M +367,650 +7%
Norges Bank
12
Norges Bank
Norway
$384M +$4.73M +77,327 +1%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$371M -$62.6M -1,022,388 -15%
Northern Trust
14
Northern Trust
Illinois
$371M -$18.1M -295,933 -5%
AllianceBernstein
15
AllianceBernstein
Tennessee
$347M -$8.16M -133,388 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$344M +$28.8M +470,220 +10%
Millennium Management
17
Millennium Management
New York
$344M +$62.4M +1,019,354 +24%
AL
18
AJO LP
Pennsylvania
$288M -$23.6M -385,276 -8%
Deutsche Bank
19
Deutsche Bank
Germany
$278M +$56.6M +924,476 +28%
Prudential Financial
20
Prudential Financial
New Jersey
$260M -$2.79M -45,634 -1%
Principal Financial Group
21
Principal Financial Group
Iowa
$248M -$7.9M -129,127 -3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$248M +$75.5M +1,233,371 +49%
Morgan Stanley
23
Morgan Stanley
New York
$241M -$1.7M -27,802 -0.8%
RJA
24
Raymond James & Associates
Florida
$232M +$19.4M +316,386 +10%
LSV Asset Management
25
LSV Asset Management
Illinois
$230M +$20.6M +335,930 +11%

MPC Hedge Fund Activity: Q4 2017 in Review

989 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q4 2017, worth a combined $25.3B — up 13% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new MPC positions and 47 closed out — a net gain of 128 holders — while 297 added to existing stakes and 376 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $202M. The largest seller was Kensico Capital Management, exiting entirely with an estimated $444M sold.

  • 989 institutional investors held Marathon Petroleum (MPC) as of Q4 2017, up from 870 in Q3 2017.
  • Funds reported $25.3B of Marathon Petroleum stock for Q4 2017, up 13% quarter-over-quarter.
  • 175 funds opened new Marathon Petroleum positions in Q4 2017 and 47 closed out, a net change of +128 holders.
  • The largest Marathon Petroleum buyer in Q4 2017 was Goldman Sachs, an estimated $202M added.
  • The largest Marathon Petroleum seller in Q4 2017 was Kensico Capital Management, an estimated $444M sold.

Based on aggregated 13F filings for Q4 2017.