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Murphy Oil

464 hedge funds and large institutions have $9.47B invested in Murphy Oil in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 82 increasing their positions, 322 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 25

6% more funds holding

Funds holding: 436464 (+28)

8% more call options, than puts

Call options by funds: $102M | Put options by funds: $93.9M

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less capital invested

Capital invested by funds: $9.57B → $9.47B (-$97.6M)

11.07% less ownership

Funds ownership: 95.26%84.19% (-11%)

75% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 322

Holders
464
Holders Change
+28
Holders Change %
+6.42%
% of All Funds
15.05%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
58
Increased
82
Reduced
322
Closed
25
Calls
$102M
Puts
$93.9M
Net Calls
+$7.67M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$923M -$194M -3,297,535 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$791M +$98.7M +1,676,106 +15%
State Street
3
State Street
Massachusetts
$504M -$87.6M -1,487,362 -15%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$491M -$147M -2,493,421 -23%
Capital World Investors
5
Capital World Investors
California
$450M -$69.4M -1,177,416 -14%
Invesco
6
Invesco
Georgia
$286M -$51.9M -881,762 -16%
BIT
7
BlackRock Institutional Trust
California
$284M -$52.8M -896,245 -16%
B
8
BancorpSouth
Mississippi
$254M -$79.3M -1,346,841 -24%
Franklin Resources
9
Franklin Resources
California
$252M -$38.1M -646,769 -13%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$245M -$216M -3,663,887 -47%
AL
11
AJO LP
Pennsylvania
$215M -$38.7M -656,723 -16%
LSV Asset Management
12
LSV Asset Management
Illinois
$203M -$26.8M -454,445 -12%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$168M -$28.7M -487,742 -15%
Northern Trust
14
Northern Trust
Illinois
$164M -$28.1M -477,687 -15%
BFA
15
BlackRock Fund Advisors
California
$159M -$16.2M -275,595 -9%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$130M +$9.76M +165,628 +8%
OH
17
Orbis Holdings
Bermuda
$122M -$15.4M -261,204 -11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$122M -$18.6M -316,232 -14%
Deutsche Bank
19
Deutsche Bank
Germany
$113M +$2.64M +44,878 +2%
Norges Bank
20
Norges Bank
Norway
$100M -$10.2M -172,606 -9%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$99.9M -$22.8M -386,407 -19%
Charles Schwab
22
Charles Schwab
California
$77.5M -$11.9M -201,804 -14%
BG
23
BlackRock Group
United Kingdom
$75.8M -$8.09M -137,318 -10%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$75.6M -$9.88M -167,704 -12%
HCM
25
Herndon Capital Management
Georgia
$74.9M +$71M +1,205,602 +3,344%

MUR Hedge Fund Activity: Q3 2013 in Review

464 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Murphy Oil (MUR) for Q3 2013, worth a combined $9.47B — down 1% from $9.57B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MUR positions and 25 closed out — a net gain of 33 holders — while 82 added to existing stakes and 322 trimmed.

The largest buyer was Vanguard Group, adding an estimated $98.7M. The largest seller was Fidelity Investments, cutting an estimated $216M.

  • 464 institutional investors held Murphy Oil (MUR) as of Q3 2013, up from 436 in Q2 2013.
  • Funds reported $9.47B of Murphy Oil stock for Q3 2013, down 1% quarter-over-quarter.
  • 58 funds opened new Murphy Oil positions in Q3 2013 and 25 closed out, a net change of +33 holders.
  • The largest Murphy Oil buyer in Q3 2013 was Vanguard Group, an estimated $98.7M added.
  • The largest Murphy Oil seller in Q3 2013 was Fidelity Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2013.