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Murphy USA

273 hedge funds and large institutions have $2.39B invested in Murphy USA in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $8.4M

16% more capital invested

Capital invested by funds: $2.06B → $2.39B (+$325M)

3.28% more ownership

Funds ownership: 83.53%86.82% (+3.3%)

3% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 37

2% less funds holding

Funds holding: 278273 (-5)

17% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 94

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
273
Holders Change
-5
Holders Change %
-1.8%
% of All Funds
5.91%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
36
Increased
78
Reduced
94
Closed
37
Calls
$26.8M
Puts
$8.4M
Net Calls
+$18.4M
Net Calls Change
-$6.47M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
226
Ladenburg Thalmann Financial Services
Florida
$35K -$1.34K -17 -4%
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$33K -$1.98K -25 -6%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$23K +$13.9K +176 New
PCG
229
Private Capital Group
Connecticut
$22K -$316 -4 -2%
IA
230
IFP Advisors
Florida
$20K -$84.6K -1,070 -82%
ME
231
McIlrath & Eck
Washington
$19K
AW
232
Alpha Windward
Massachusetts
$18K
IWP
233
Icon Wealth Partners
Texas
$16K +$14.7K +186 New
IFAM
234
Institutional & Family Asset Management
Colorado
$14K
PCM
235
Prelude Capital Management
New York
$13K +$12.2K +154 New
S
236
SignatureFD
Georgia
$11K
APA
237
American Portfolios Advisors
New York
$10.7K
GAM
238
Gemmer Asset Management
California
$10K
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$10K +$9.48K +120 New
AIL
240
AGF Investments LLC
Ontario, Canada
$9K
C
241
Cerebellum
California
$9K
WB
242
Webster Bank
Connecticut
$9K
CM
243
Castleark Management
Illinois
$6K
CHC
244
City Holding Co
West Virginia
$6K
DAM
245
Delta Asset Management
Tennessee
$6K
CAM
246
Cresset Asset Management
Illinois
$6K +$5.85K +74 New
GWM
247
Geneos Wealth Management
Colorado
$5K -$1.42K -18 -21%
PCP
248
Proficio Capital Partners
Massachusetts
$5K +$2.77K +35 +135%
TA
249
TCG Advisors
Texas
$5K +$4.58K +58 New
JCM
250
Jacobi Capital Management
Pennsylvania
$4K

MUSA Hedge Fund Activity: Q1 2019 in Review

273 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2019, worth a combined $2.39B — up 16% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MUSA and 36 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 78 added.

The largest buyer was Fidelity Investments, adding an estimated $37M. The largest seller was LSV Asset Management, cutting an estimated $25.8M.

  • 273 institutional investors held Murphy USA (MUSA) as of Q1 2019, down from 278 in Q4 2018.
  • Funds reported $2.39B of Murphy USA stock for Q1 2019, up 16% quarter-over-quarter.
  • 36 funds opened new Murphy USA positions in Q1 2019 and 37 closed out, a net change of -1 holder.
  • The largest Murphy USA buyer in Q1 2019 was Fidelity Investments, an estimated $37M added.
  • The largest Murphy USA seller in Q1 2019 was LSV Asset Management, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2019.