Murphy Oil
294 hedge funds and large institutions have $929M invested in Murphy Oil in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 111 increasing their positions, 80 reducing their positions, and 65 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 80
17% more call options, than puts
Call options by funds: $7.54M | Put options by funds: $6.43M
3.02% more ownership
Funds ownership: 95.74% → 98.76% (+3%)
4% less funds holding
Funds holding: 306 → 294 (-12)
12% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 65
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
77% less capital invested
Capital invested by funds: $4.03B → $929M (-$3.1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$17.6M |
| 3 |
Pzena Investment Management
New York
|
+$17.2M |
| 4 |
PFC
Poplar Forest Capital
Pasadena,
California
|
+$16.4M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$109M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$27.8M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$25.8M |
| 4 |
BlackRock
New York
|
-$17.4M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$16.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWS
351
Glassman Wealth Services
Vienna,
Virginia
| – | -$1.08K | -59 | -50% |
|
|
AWA
352
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$492 | -22 | Closed |
|
353
Rockefeller Capital Management
New York
| – | +$184 | +10 | New |
|
|
II
354
Inspire Investing
Meridian,
Idaho
| – | +$276 | +15 | New |
|
|
M
355
MOTCO
San Antonio,
Texas
| – | +$919 | +50 | New |
|
MUR Hedge Fund Activity: Q1 2020 in Review
294 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Murphy Oil (MUR) for Q1 2020, worth a combined $929M — down 77% from $4.03B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of MUR and 57 opened new positions — a net loss of 8 holders — while 80 trimmed existing stakes and 111 added.
The largest buyer was Fidelity Investments, adding an estimated $90.9M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $109M.
- 294 institutional investors held Murphy Oil (MUR) as of Q1 2020, down from 306 in Q4 2019.
- Funds reported $929M of Murphy Oil stock for Q1 2020, down 77% quarter-over-quarter.
- 57 funds opened new Murphy Oil positions in Q1 2020 and 65 closed out, a net change of -8 holders.
- The largest Murphy Oil buyer in Q1 2020 was Fidelity Investments, an estimated $90.9M added.
- The largest Murphy Oil seller in Q1 2020 was Hotchkis & Wiley Capital Management, an estimated $109M sold.
Based on aggregated 13F filings for Q1 2020.