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Marathon Petroleum

1,163 hedge funds and large institutions have $31.3B invested in Marathon Petroleum in 2018 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 559 increasing their positions, 268 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 268

35% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 162

4% more funds holding

Funds holding: 1,1171,163 (+46)

7% more call options, than puts

Call options by funds: $415M | Put options by funds: $389M

4% less capital invested

Capital invested by funds: $32.8B → $31.3B (-$1.42B)

13.56% less ownership

Funds ownership: 90.98%77.42% (-14%)

24% less funds holding in top 10

Funds holding in top 10: 3426 (-8)

Holders
1,163
Holders Change
+46
Holders Change %
+4.12%
% of All Funds
25.91%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.58%
New
218
Increased
559
Reduced
268
Closed
162
Calls
$415M
Puts
$389M
Net Calls
+$26.1M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.23B +$1.32B +19,299,493 +55%
BlackRock
2
BlackRock
New York
$3.22B +$998M +14,619,755 +37%
State Street
3
State Street
Massachusetts
$2.05B +$805M +11,801,124 +51%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.44B +$490M +7,180,228 +42%
Viking Global Investors
5
Viking Global Investors
Connecticut
$781M +$415M +6,085,160 +85%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$733M +$253M +3,708,740 +43%
Boston Partners
7
Boston Partners
Massachusetts
$718M +$374M +5,479,818 +82%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$594M +$283M +4,153,879 +70%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$514M +$45.9M +671,836 +8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$483M +$154M +2,259,864 +38%
Norges Bank
11
Norges Bank
Norway
$463M +$171M +2,512,479 +47%
Goldman Sachs
12
Goldman Sachs
New York
$457M +$23.2M +339,929 +5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$455M +$205M +3,000,649 +64%
Northern Trust
14
Northern Trust
Illinois
$453M +$160M +2,347,180 +44%
AQR Capital Management
15
AQR Capital Management
Connecticut
$441M +$239M +3,499,279 +88%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$383M +$125M +1,827,835 +39%
Bank of America
17
Bank of America
North Carolina
$345M +$124M +1,819,904 +45%
Morgan Stanley
18
Morgan Stanley
New York
$323M -$85.9M -1,259,094 -19%
Ameriprise
19
Ameriprise
Minnesota
$315M +$20.6M +301,997 +6%
Invesco
20
Invesco
Georgia
$311M +$214M +3,134,407 +146%
IAM
21
Iridian Asset Management
Connecticut
$304M +$38.6M +565,179 +12%
SCM
22
Steadfast Capital Management
New York
$299M +$330M +4,841,004 +2,167%
LSV Asset Management
23
LSV Asset Management
Illinois
$296M +$44.3M +649,177 +15%
AllianceBernstein
24
AllianceBernstein
Tennessee
$262M -$160K -2,343 -0.1%
APG Asset Management
25
APG Asset Management
Netherlands
$250M +$78.5M +1,150,979 +31%

MPC Hedge Fund Activity: Q4 2018 in Review

1,163 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q4 2018, worth a combined $31.3B — down 4.3% from $32.8B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new MPC positions and 162 closed out — a net gain of 56 holders — while 559 added to existing stakes and 268 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.32B. The largest seller was Third Point, exiting entirely with an estimated $280M sold.

  • 1,163 institutional investors held Marathon Petroleum (MPC) as of Q4 2018, up from 1,117 in Q3 2018.
  • Funds reported $31.3B of Marathon Petroleum stock for Q4 2018, down 4.3% quarter-over-quarter.
  • 218 funds opened new Marathon Petroleum positions in Q4 2018 and 162 closed out, a net change of +56 holders.
  • The largest Marathon Petroleum buyer in Q4 2018 was Vanguard Group, an estimated $1.32B added.
  • The largest Marathon Petroleum seller in Q4 2018 was Third Point, an estimated $280M sold.

Based on aggregated 13F filings for Q4 2018.