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Murphy Oil

414 hedge funds and large institutions have $7.77B invested in Murphy Oil in 2014 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 127 increasing their positions, 174 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $63.2M | Put options by funds: $45.1M

3.26% more ownership

Funds ownership: 83.59%86.85% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less funds holding

Funds holding: 429414 (-15)

8% less capital invested

Capital invested by funds: $8.44B → $7.77B (-$664M)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

27% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 174

Holders
414
Holders Change
-15
Holders Change %
-3.5%
% of All Funds
11.04%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
50
Increased
127
Reduced
174
Closed
58
Calls
$63.2M
Puts
$45.1M
Net Calls
+$18.1M
Net Calls Change
-$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$840M +$127M +2,478,377 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$709M +$23.2M +453,510 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$514M +$53.5M +1,044,858 +11%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$483M +$217M +4,229,001 +79%
State Street
5
State Street
Massachusetts
$445M +$22.6M +441,841 +5%
Invesco
6
Invesco
Georgia
$287M +$20.3M +396,707 +8%
Capital World Investors
7
Capital World Investors
California
$286M
BIT
8
BlackRock Institutional Trust
California
$246M +$856K +16,713 +0.3%
Pzena Investment Management
9
Pzena Investment Management
New York
$242M +$36M +703,620 +17%
B
10
BancorpSouth
Mississippi
$212M
Franklin Resources
11
Franklin Resources
California
$208M -$154K -3,000 -0.1%
AllianceBernstein
12
AllianceBernstein
Tennessee
$175M -$10.7M -209,178 -6%
LSV Asset Management
13
LSV Asset Management
Illinois
$170M -$4.88M -95,200 -3%
Deutsche Bank
14
Deutsche Bank
Germany
$150M +$68.4M +1,336,294 +82%
BFA
15
BlackRock Fund Advisors
California
$148M +$11.2M +219,040 +8%
Northern Trust
16
Northern Trust
Illinois
$132M -$3.95M -77,159 -3%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$120M -$58.8M -1,148,794 -33%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$114M +$23.2M +452,560 +25%
Goldman Sachs
19
Goldman Sachs
New York
$112M +$25.2M +491,349 +29%
BG
20
BlackRock Group
United Kingdom
$89.7M +$7.15M +139,699 +9%
Norges Bank
21
Norges Bank
Norway
$84.3M
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$82.8M +$8.51M +166,255 +11%
WCM
23
Wedge Capital Management
North Carolina
$70.5M +$2.81M +54,892 +4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$64.2M +$2.01M +39,211 +3%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$49.4M +$2.39M +46,760 +5%

MUR Hedge Fund Activity: Q4 2014 in Review

414 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Murphy Oil (MUR) for Q4 2014, worth a combined $7.77B — down 7.9% from $8.44B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of MUR and 50 opened new positions — a net loss of 8 holders — while 174 trimmed existing stakes and 127 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $217M. The largest seller was Axa, cutting an estimated $73.9M.

  • 414 institutional investors held Murphy Oil (MUR) as of Q4 2014, down from 429 in Q3 2014.
  • Funds reported $7.77B of Murphy Oil stock for Q4 2014, down 7.9% quarter-over-quarter.
  • 50 funds opened new Murphy Oil positions in Q4 2014 and 58 closed out, a net change of -8 holders.
  • The largest Murphy Oil buyer in Q4 2014 was Hotchkis & Wiley Capital Management, an estimated $217M added.
  • The largest Murphy Oil seller in Q4 2014 was Axa, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2014.