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Murphy USA

273 hedge funds and large institutions have $2.16B invested in Murphy USA in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 102 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $5.51M | Put options by funds: $3.65M

1.52% less ownership

Funds ownership: 85.89%84.37% (-1.5%)

8% less funds holding

Funds holding: 298273 (-25)

25% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 102

30% less capital invested

Capital invested by funds: $3.09B → $2.16B (-$931M)

40% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
273
Holders Change
-25
Holders Change %
-8.39%
% of All Funds
6.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
77
Reduced
102
Closed
55
Calls
$5.51M
Puts
$3.65M
Net Calls
+$1.86M
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
226
Central Trust Company
Missouri
$31K
SFS
227
Sowell Financial Services
Arkansas
$30K
DekaBank Deutsche Girozentrale
228
DekaBank Deutsche Girozentrale
Germany
$26K -$234K -2,251 -88%
GSC
229
G&S Capital
Colorado
$26K +$32.2K +310 New
GRP
230
Global Retirement Partners
California
$24K +$3.11K +30 +12%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$23K
ME
232
McIlrath & Eck
Washington
$19K
AW
233
Alpha Windward
Massachusetts
$16K
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$14K
PCG
235
Private Capital Group
Connecticut
$13K
RMC
236
Resources Management Corp
Connecticut
$13K
TWA
237
TCI Wealth Advisors
Arizona
$13K +$1.25K +12 +8%
S
238
SignatureFD
Georgia
$11K
AIL
239
AGF Investments LLC
Ontario, Canada
$10K -$751K -7,236 -98%
GAM
240
Gemmer Asset Management
California
$10K
WB
241
Webster Bank
Connecticut
$8K
IA
242
IFP Advisors
Florida
$7K
IFAM
243
Institutional & Family Asset Management
Colorado
$7K +$1.35K +13 +18%
SPIA
244
Steward Partners Investment Advisory
New York
$6K -$519 -5 -6%
CM
245
Castleark Management
Illinois
$6K
DAM
246
Delta Asset Management
Tennessee
$6K
PA
247
Parallel Advisors
California
$5K -$2.49K -24 -28%
AF
248
Advisornet Financial
Minnesota
$5K
CWP
249
CFM Wealth Partners
Texas
$5K
GWM
250
Geneos Wealth Management
Colorado
$5K

MUSA Hedge Fund Activity: Q1 2020 in Review

273 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2020, worth a combined $2.16B — down 30% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of MUSA and 33 opened new positions — a net loss of 22 holders — while 102 trimmed existing stakes and 77 added.

The largest buyer was Victory Capital Management, adding an estimated $75.5M. The largest seller was Morgan Stanley, cutting an estimated $30M.

  • 273 institutional investors held Murphy USA (MUSA) as of Q1 2020, down from 298 in Q4 2019.
  • Funds reported $2.16B of Murphy USA stock for Q1 2020, down 30% quarter-over-quarter.
  • 33 funds opened new Murphy USA positions in Q1 2020 and 55 closed out, a net change of -22 holders.
  • The largest Murphy USA buyer in Q1 2020 was Victory Capital Management, an estimated $75.5M added.
  • The largest Murphy USA seller in Q1 2020 was Morgan Stanley, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2020.