We are live on ! Find out more
MUSA icon

Murphy USA

380 hedge funds and large institutions have $4.81B invested in Murphy USA in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $14.8M

2.66% more ownership

Funds ownership: 84.04%86.7% (+2.7%)

6% less capital invested

Capital invested by funds: $5.13B → $4.81B (-$318M)

11% less funds holding

Funds holding: 428380 (-48)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 155

54% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 82

Holders
380
Holders Change
-48
Holders Change %
-11.21%
% of All Funds
6.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
38
Increased
132
Reduced
155
Closed
82
Calls
$20.6M
Puts
$14.8M
Net Calls
+$5.83M
Net Calls Change
-$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$258K -$199K -764 -43%
JFG
277
Jefferies Financial Group
New York
$254K +$257K +986 New
EGM
278
Engineers Gate Manager
New York
$246K -$586K -2,253 -70%
VIA
279
Vident Investment Advisory
Georgia
$245K -$38.8K -149 -14%
Pacer Advisors
280
Pacer Advisors
Pennsylvania
$236K -$1.17M -4,509 -83%
SWP
281
Stratos Wealth Partners
Ohio
$224K +$22.6K +87 +11%
OA
282
Oak Associates
Ohio
$223K
TW
283
TrinityPoint Wealth
Connecticut
$215K +$29.7K +114 +16%
PCS
284
Personal CFO Solutions
New Jersey
$210K +$24.5K +94 +13%
FWCM
285
Ferguson Wellman Capital Management
Oregon
$208K
IFG
286
Independent Financial Group
California
$205K -$26K -100 -11%
KBC Group
287
KBC Group
Belgium
$205K +$109K +418 +111%
AWE
288
Avidian Wealth Enterprises
Texas
$205K
IB
289
Intrust Bank
Kansas
$204K -$2.08K -8 -1%
CWM
290
Calamos Wealth Management
Illinois
$201K
Bessemer Group
291
Bessemer Group
New Jersey
$200K +$113K +435 +126%
US Bancorp
292
US Bancorp
Minnesota
$176K -$10.7K -41 -6%
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$172K
First Manhattan
294
First Manhattan
New York
$170K -$13K -50 -7%
TPCW
295
TD Private Client Wealth
New York
$154K +$40.3K +155 +35%
AAP
296
Arax Advisory Partners
Colorado
$109K +$110K +424 New
AAS
297
Ameritas Advisory Services
Nebraska
$109K +$110K +423 New
KI
298
Kapitalo Investimentos
Brazil
$103K +$104K +399 New
CNBTD
299
Citizens National Bank Trust Department
Mississippi
$101K
CTC
300
Central Trust Company
Missouri
$94.2K

MUSA Hedge Fund Activity: Q1 2023 in Review

380 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2023, worth a combined $4.81B — down 6.2% from $5.13B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MUSA and 38 opened new positions — a net loss of 44 holders — while 155 trimmed existing stakes and 132 added.

The largest buyer was Envestnet Asset Management, adding an estimated $62.1M. The largest seller was Acadian Asset Management, cutting an estimated $74.2M.

  • 380 institutional investors held Murphy USA (MUSA) as of Q1 2023, down from 428 in Q4 2022.
  • Funds reported $4.81B of Murphy USA stock for Q1 2023, down 6.2% quarter-over-quarter.
  • 38 funds opened new Murphy USA positions in Q1 2023 and 82 closed out, a net change of -44 holders.
  • The largest Murphy USA buyer in Q1 2023 was Envestnet Asset Management, an estimated $62.1M added.
  • The largest Murphy USA seller in Q1 2023 was Acadian Asset Management, an estimated $74.2M sold.

Based on aggregated 13F filings for Q1 2023.