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Marathon Petroleum

1,002 hedge funds and large institutions have $29.5B invested in Marathon Petroleum in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 346 increasing their positions, 363 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 87

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

9% more capital invested

Capital invested by funds: $27B → $29.5B (+$2.51B)

3% more funds holding

Funds holding: 9741,002 (+28)

7% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.12B

5% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 363

2.56% less ownership

Funds ownership: 77.47%74.91% (-2.6%)

Holders
1,002
Holders Change
+28
Holders Change %
+2.87%
% of All Funds
17.44%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
124
Increased
346
Reduced
363
Closed
87
Calls
$1.2B
Puts
$1.12B
Net Calls
+$78.7M
Net Calls Change
-$309M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.93B -$3.68M -62,753 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.82B +$20.6M +350,693 +0.6%
State Street
3
State Street
Massachusetts
$2.61B +$18.3M +312,597 +0.7%
Boston Partners
4
Boston Partners
Massachusetts
$735M +$360K +6,145 +0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$670M +$12.7M +217,017 +2%
Franklin Resources
6
Franklin Resources
California
$669M -$54.2M -925,259 -8%
EIM
7
Elliott Investment Management
Florida
$639M
Bank of New York Mellon
8
Bank of New York Mellon
New York
$595M -$32.5M -554,565 -5%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$541M +$522M +8,903,409 +15,929%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$540M -$44.6M -760,676 -8%
LCM
11
Laurion Capital Management
New York
$448M +$214M +3,657,312 +98%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$406M -$237K -4,043 -0.1%
Norges Bank
13
Norges Bank
Norway
$405M +$3.5M +59,782 +0.9%
Northern Trust
14
Northern Trust
Illinois
$400M -$9.48M -161,727 -2%
Bank of America
15
Bank of America
North Carolina
$374M -$74.3M -1,268,251 -17%
JP Morgan Chase
16
JP Morgan Chase
New York
$349M -$11.6M -197,891 -3%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$316M +$40.6M +693,328 +15%
Ameriprise
18
Ameriprise
Minnesota
$313M +$4.01M +68,382 +1%
Amundi
19
Amundi
France
$307M +$298M +5,084,721 New
Fidelity International
20
Fidelity International
Bermuda
$287M -$101M -1,722,997 -27%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$281M -$97M -1,655,518 -26%
Morgan Stanley
22
Morgan Stanley
New York
$276M -$754M -12,856,102 -74%
Legal & General Group
23
Legal & General Group
United Kingdom
$274M +$17.9M +305,427 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$273M +$73.7M +1,256,696 +39%
RJA
25
Raymond James & Associates
Florida
$260M +$16.5M +282,166 +7%

MPC Hedge Fund Activity: Q2 2021 in Review

1,002 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q2 2021, worth a combined $29.5B — up 9.3% from $27B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new MPC positions and 87 closed out — a net gain of 37 holders — while 346 added to existing stakes and 363 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $522M. The largest seller was Morgan Stanley, cutting an estimated $754M.

  • 1,002 institutional investors held Marathon Petroleum (MPC) as of Q2 2021, up from 974 in Q1 2021.
  • Funds reported $29.5B of Marathon Petroleum stock for Q2 2021, up 9.3% quarter-over-quarter.
  • 124 funds opened new Marathon Petroleum positions in Q2 2021 and 87 closed out, a net change of +37 holders.
  • The largest Marathon Petroleum buyer in Q2 2021 was D.E. Shaw & Co, an estimated $522M added.
  • The largest Marathon Petroleum seller in Q2 2021 was Morgan Stanley, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2021.