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Murphy Oil

341 hedge funds and large institutions have $5.19B invested in Murphy Oil in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $23.6M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

15% more capital invested

Capital invested by funds: $4.5B → $5.19B (+$692M)

13% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 53

1% more funds holding

Funds holding: 337341 (+4)

1.35% less ownership

Funds ownership: 98.27%96.93% (-1.3%)

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 116

Holders
341
Holders Change
+4
Holders Change %
+1.19%
% of All Funds
7.73%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
60
Increased
97
Reduced
116
Closed
53
Calls
$48.8M
Puts
$23.6M
Net Calls
+$25.2M
Net Calls Change
+$3.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$480M -$35.2M -1,263,071 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$447M -$12.7M -456,057 -3%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$435M -$8.84M -317,500 -2%
Capital World Investors
4
Capital World Investors
California
$401M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$382M +$12.3M +441,812 +4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$317M -$19.3M -691,475 -6%
Pzena Investment Management
7
Pzena Investment Management
New York
$301M +$2.63M +94,570 +1%
State Street
8
State Street
Massachusetts
$199M -$28.2M -1,013,467 -14%
WCM
9
Wedge Capital Management
North Carolina
$180M -$11.1M -399,324 -6%
Goldman Sachs
10
Goldman Sachs
New York
$175M -$9.41M -337,903 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$165M +$7.13M +256,214 +5%
CB
12
Cadence Bank
Mississippi
$131M +$117M +4,215,911 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$103M -$678K -24,365 -0.7%
Norges Bank
14
Norges Bank
Norway
$90.2M +$9.35M +335,705 +13%
AQR Capital Management
15
AQR Capital Management
Connecticut
$84.7M +$16.5M +593,685 +28%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$45.8M +$2.85M +102,446 +7%
Northern Trust
17
Northern Trust
Illinois
$45M -$6.07M -218,025 -13%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$38.6M +$10.4M +373,317 +43%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$38.2M -$4.24M -152,281 -11%
LSV Asset Management
20
LSV Asset Management
Illinois
$32.9M -$1.45M -52,200 -5%
Principal Financial Group
21
Principal Financial Group
Iowa
$32.5M +$812K +29,174 +3%
Ameriprise
22
Ameriprise
Minnesota
$32.1M -$650K -23,347 -2%
Bank of America
23
Bank of America
North Carolina
$29.4M +$4.42M +158,643 +20%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$29.2M +$20.4M +731,385 +352%
Legal & General Group
25
Legal & General Group
United Kingdom
$28.2M -$3.62M -130,043 -13%

MUR Hedge Fund Activity: Q4 2017 in Review

341 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Murphy Oil (MUR) for Q4 2017, worth a combined $5.19B — up 15% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new MUR positions and 53 closed out — a net gain of 7 holders — while 97 added to existing stakes and 116 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $20.4M. The largest seller was BlackRock, cutting an estimated $35.2M.

  • 341 institutional investors held Murphy Oil (MUR) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $5.19B of Murphy Oil stock for Q4 2017, up 15% quarter-over-quarter.
  • 60 funds opened new Murphy Oil positions in Q4 2017 and 53 closed out, a net change of +7 holders.
  • The largest Murphy Oil buyer in Q4 2017 was Schroder Investment Management Group, an estimated $20.4M added.
  • The largest Murphy Oil seller in Q4 2017 was BlackRock, an estimated $35.2M sold.

Based on aggregated 13F filings for Q4 2017.