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Murphy Oil

355 hedge funds and large institutions have $5.32B invested in Murphy Oil in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $24.7M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

22% more capital invested

Capital invested by funds: $4.35B → $5.32B (+$971M)

2% more funds holding

Funds holding: 349355 (+6)

6.07% less ownership

Funds ownership: 97.2%91.13% (-6.1%)

13% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 127

Holders
355
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
8.13%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
40
Increased
110
Reduced
127
Closed
32
Calls
$73.9M
Puts
$24.7M
Net Calls
+$49.2M
Net Calls Change
+$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VDBMI
76
Van Den Berg Management I
Texas
$6.21M +$45K +1,460 +0.8%
ERM
77
Elm Ridge Management
New York
$6.05M -$31.1K -1,007 -0.6%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$5.98M -$20.2M -653,637 -79%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$5.97M +$1.46M +47,452 +37%
SIM
80
Spark Investment Management
New York
$5.79M
LCM
81
Laurion Capital Management
New York
$5.62M -$2.83M -91,806 -36%
N
82
Natixis
France
$5.25M -$173K -5,596 -3%
SG Americas Securities
83
SG Americas Securities
New York
$5.17M +$111K +3,603 +2%
MCIM
84
Meadow Creek Investment Management
Georgia
$4.9M +$1.14M +36,992 +34%
Canada Life
85
Canada Life
Manitoba, Canada
$4.84M -$222K -7,203 -5%
MOACM
86
Mutual of America Capital Management
New York
$4.72M +$215K +6,961 +5%
SB
87
Simmons Bank
Arkansas
$4.53M +$241K +7,814 +6%
RVM
88
Robinson Value Management
Texas
$4.42M -$155K -5,037 -4%
AG
89
Aperio Group
California
$4.38M +$82.1K +2,661 +2%
BA
90
Bridgewater Associates
Connecticut
$4.17M -$1.49M -48,425 -28%
EP
91
Elkfork Partners
Oregon
$4.03M +$940K +30,464 +34%
RJA
92
Raymond James & Associates
Florida
$4.03M +$488K +15,819 +15%
ASRS
93
Arizona State Retirement System
Arizona
$3.81M +$97.7K +3,166 +3%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$3.69M +$585K +18,950 +21%
VIA
95
Vident Investment Advisory
Georgia
$3.67M +$19.3K +626 +0.6%
TI
96
Trexquant Investment
Connecticut
$3.66M +$3.35M +108,493 New
AIMCA
97
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.6M +$293K +9,500 +10%
TPSF
98
Texas Permanent School Fund
Texas
$3.54M -$74.3K -2,410 -2%
MIM
99
MetLife Investment Management
New Jersey
$3.45M +$30.7K +996 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
100
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.44M +$1.72M +55,727 +121%

MUR Hedge Fund Activity: Q2 2018 in Review

355 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Murphy Oil (MUR) for Q2 2018, worth a combined $5.32B — up 22% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MUR positions and 32 closed out — a net gain of 8 holders — while 110 added to existing stakes and 127 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34.7M. The largest seller was Pzena Investment Management, cutting an estimated $85.2M.

  • 355 institutional investors held Murphy Oil (MUR) as of Q2 2018, up from 349 in Q1 2018.
  • Funds reported $5.32B of Murphy Oil stock for Q2 2018, up 22% quarter-over-quarter.
  • 40 funds opened new Murphy Oil positions in Q2 2018 and 32 closed out, a net change of +8 holders.
  • The largest Murphy Oil buyer in Q2 2018 was Vanguard Group, an estimated $34.7M added.
  • The largest Murphy Oil seller in Q2 2018 was Pzena Investment Management, an estimated $85.2M sold.

Based on aggregated 13F filings for Q2 2018.