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Murphy Oil

349 hedge funds and large institutions have $4.35B invested in Murphy Oil in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 111 increasing their positions, 127 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

2% more funds holding

Funds holding: 341349 (+8)

0.27% more ownership

Funds ownership: 96.93%97.2% (+0.27%)

6% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $22.8M

13% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 127

16% less capital invested

Capital invested by funds: $5.19B → $4.35B (-$845M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
349
Holders Change
+8
Holders Change %
+2.35%
% of All Funds
8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
54
Increased
111
Reduced
127
Closed
41
Calls
$21.4M
Puts
$22.8M
Net Calls
-$1.41M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$409M +$10.5M +362,511 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$385M +$14.9M +515,761 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$383M +$72.7M +2,512,073 +20%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$347M -$17M -588,400 -4%
Capital World Investors
5
Capital World Investors
California
$333M
Pzena Investment Management
6
Pzena Investment Management
New York
$274M +$26M +897,601 +9%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$211M -$59.3M -2,051,523 -20%
State Street
8
State Street
Massachusetts
$160M -$6.11M -211,188 -3%
WCM
9
Wedge Capital Management
North Carolina
$158M +$8.32M +287,732 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$145M +$9.05M +313,027 +6%
Goldman Sachs
11
Goldman Sachs
New York
$118M -$30.5M -1,055,749 -19%
CB
12
Cadence Bank
Mississippi
$109M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$95.4M +$11.3M +391,213 +12%
Norges Bank
14
Norges Bank
Norway
$64.5M -$11.8M -408,699 -14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$44.7M +$7.33M +253,485 +17%
AQR Capital Management
16
AQR Capital Management
Connecticut
$42.3M -$31.5M -1,090,391 -40%
Prudential Financial
17
Prudential Financial
New Jersey
$36.2M +$31.1M +1,076,710 +332%
Northern Trust
18
Northern Trust
Illinois
$34.9M -$2.92M -100,929 -7%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$29.6M -$2.43M -84,035 -7%
Principal Financial Group
20
Principal Financial Group
Iowa
$28.2M +$1.3M +44,877 +4%
Ameriprise
21
Ameriprise
Minnesota
$26.2M -$607K -20,969 -2%
Bank of America
22
Bank of America
North Carolina
$25.4M +$1.07M +36,972 +4%
Charles Schwab
23
Charles Schwab
California
$22M +$110K +3,802 +0.4%
Axa
24
Axa
France
$21.7M -$520K -17,990 -2%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$21.5M -$3.13M -108,062 -12%

MUR Hedge Fund Activity: Q1 2018 in Review

349 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Murphy Oil (MUR) for Q1 2018, worth a combined $4.35B — down 16% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MUR positions and 41 closed out — a net gain of 13 holders — while 111 added to existing stakes and 127 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $59.3M.

  • 349 institutional investors held Murphy Oil (MUR) as of Q1 2018, up from 341 in Q4 2017.
  • Funds reported $4.35B of Murphy Oil stock for Q1 2018, down 16% quarter-over-quarter.
  • 54 funds opened new Murphy Oil positions in Q1 2018 and 41 closed out, a net change of +13 holders.
  • The largest Murphy Oil buyer in Q1 2018 was Fidelity Investments, an estimated $72.7M added.
  • The largest Murphy Oil seller in Q1 2018 was T. Rowe Price Associates, an estimated $59.3M sold.

Based on aggregated 13F filings for Q1 2018.