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Marathon Petroleum

1,549 hedge funds and large institutions have $42.2B invested in Marathon Petroleum in 2023 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 470 increasing their positions, 589 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 104

47% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $825M

5% more funds holding

Funds holding: 1,4721,549 (+77)

2.56% more ownership

Funds ownership: 72.25%74.82% (+2.6%)

4% less capital invested

Capital invested by funds: $43.8B → $42.2B (-$1.59B)

20% less repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 589

43% less funds holding in top 10

Funds holding in top 10: 3520 (-15)

Holders
1,549
Holders Change
+77
Holders Change %
+5.23%
% of All Funds
22.58%
Holding in Top 10
20
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-42.86%
% of All Funds
0.29%
New
199
Increased
470
Reduced
589
Closed
104
Calls
$1.22B
Puts
$825M
Net Calls
+$392M
Net Calls Change
-$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.3B -$287M -1,930,362 -5%
BlackRock
2
BlackRock
New York
$4.59B -$101M -682,902 -2%
State Street
3
State Street
Massachusetts
$3.72B -$295M -1,988,178 -7%
Morgan Stanley
4
Morgan Stanley
New York
$2.2B +$1.13B +7,605,276 +106%
EIM
5
Elliott Investment Management
Florida
$1.64B
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.09B -$32.4M -218,356 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$819M -$72.2M -485,964 -8%
Ameriprise
8
Ameriprise
Minnesota
$786M +$3.45M +23,244 +0.4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$765M +$20.4M +137,341 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$728M +$89.3M +601,528 +14%
Northern Trust
11
Northern Trust
Illinois
$611M -$60.7M -408,563 -9%
RJA
12
Raymond James & Associates
Florida
$609M +$14.2M +95,753 +2%
Invesco
13
Invesco
Georgia
$527M +$9.82M +66,108 +2%
Norges Bank
14
Norges Bank
Norway
$501M -$59.3M -399,212 -11%
Amundi
15
Amundi
France
$475M -$96.4M -649,139 -17%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$452M +$64.6M +435,296 +17%
Legal & General Group
17
Legal & General Group
United Kingdom
$414M -$10.2M -69,015 -2%
Boston Partners
18
Boston Partners
Massachusetts
$411M -$257M -1,732,203 -39%
Bank of America
19
Bank of America
North Carolina
$389M -$13.2M -89,044 -3%
Goldman Sachs
20
Goldman Sachs
New York
$383M -$67.6M -455,409 -15%
Principal Financial Group
21
Principal Financial Group
Iowa
$371M -$36.1M -243,193 -9%
Charles Schwab
22
Charles Schwab
California
$358M -$9.39M -63,235 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$351M -$21.2M -142,649 -6%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$347M +$26.5M +178,502 +8%
US Bancorp
25
US Bancorp
Minnesota
$331M -$47.1M -317,193 -12%

MPC Hedge Fund Activity: Q4 2023 in Review

1,549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q4 2023, worth a combined $42.2B — down 3.6% from $43.8B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new MPC positions and 104 closed out — a net gain of 95 holders — while 470 added to existing stakes and 589 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.13B. The largest seller was State Street, cutting an estimated $295M.

  • 1,549 institutional investors held Marathon Petroleum (MPC) as of Q4 2023, up from 1,472 in Q3 2023.
  • Funds reported $42.2B of Marathon Petroleum stock for Q4 2023, down 3.6% quarter-over-quarter.
  • 199 funds opened new Marathon Petroleum positions in Q4 2023 and 104 closed out, a net change of +95 holders.
  • The largest Marathon Petroleum buyer in Q4 2023 was Morgan Stanley, an estimated $1.13B added.
  • The largest Marathon Petroleum seller in Q4 2023 was State Street, an estimated $295M sold.

Based on aggregated 13F filings for Q4 2023.