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Murphy Oil

380 hedge funds and large institutions have $5.44B invested in Murphy Oil in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 126 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 33

60% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $23.4M

15% more capital invested

Capital invested by funds: $4.74B → $5.44B (+$699M)

8% more funds holding

Funds holding: 351380 (+29)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 129

2.54% less ownership

Funds ownership: 79.33%76.79% (-2.5%)

Holders
380
Holders Change
+29
Holders Change %
+8.26%
% of All Funds
6.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
65
Increased
126
Reduced
129
Closed
33
Calls
$37.4M
Puts
$23.4M
Net Calls
+$14M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$917M +$8.58M +197,212 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$763M +$5.96M +137,059 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$347M -$2.62M -60,262 -0.8%
State Street
4
State Street
Massachusetts
$307M +$3.25M +74,780 +1%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$161M -$98.2M -2,257,580 -39%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$141M +$5.94M +136,538 +5%
EARNEST Partners
7
EARNEST Partners
Georgia
$116M +$5.3M +121,795 +5%
Goldman Sachs
8
Goldman Sachs
New York
$105M +$10.3M +237,320 +11%
Northern Trust
9
Northern Trust
Illinois
$103M -$1.2M -27,662 -1%
Macquarie Group
10
Macquarie Group
Australia
$102M -$2.9M -66,551 -3%
Bank of America
11
Bank of America
North Carolina
$101M -$12.7M -293,047 -12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$99M -$1.11M -25,469 -1%
Invesco
13
Invesco
Georgia
$88.3M +$4.33M +99,427 +5%
Charles Schwab
14
Charles Schwab
California
$78.6M +$19.3M +442,579 +34%
CB
15
Cadence Bank
Mississippi
$74.8M -$52.2K -1,200 -0.1%
Marshall Wace
16
Marshall Wace
United Kingdom
$71.1M -$29.9M -688,382 -31%
KL
17
KGH Ltd
Bahamas
$69.6M -$19M -437,043 -22%
Morgan Stanley
18
Morgan Stanley
New York
$69.3M +$13.2M +302,946 +25%
Ameriprise
19
Ameriprise
Minnesota
$66.8M +$1.9M +43,712 +3%
N
20
Nuveen
North Carolina
$66.4M -$206K -4,737 -0.3%
JP Morgan Chase
21
JP Morgan Chase
New York
$57.7M -$5.35M -122,920 -9%
Fisher Asset Management
22
Fisher Asset Management
Washington
$45M +$43.2M +991,976 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$44M -$200M -4,599,166 -83%
Citadel Advisors
24
Citadel Advisors
Florida
$42.1M +$8.77M +201,639 +28%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$40.3M +$36.5M +838,149 +1,636%

MUR Hedge Fund Activity: Q3 2023 in Review

380 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Murphy Oil (MUR) for Q3 2023, worth a combined $5.44B — up 15% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MUR positions and 33 closed out — a net gain of 32 holders — while 126 added to existing stakes and 129 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $43.2M. The largest seller was Fidelity Investments, cutting an estimated $200M.

  • 380 institutional investors held Murphy Oil (MUR) as of Q3 2023, up from 351 in Q2 2023.
  • Funds reported $5.44B of Murphy Oil stock for Q3 2023, up 15% quarter-over-quarter.
  • 65 funds opened new Murphy Oil positions in Q3 2023 and 33 closed out, a net change of +32 holders.
  • The largest Murphy Oil buyer in Q3 2023 was Fisher Asset Management, an estimated $43.2M added.
  • The largest Murphy Oil seller in Q3 2023 was Fidelity Investments, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2023.