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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
POIA
326
Pin Oak Investment Advisors
Texas
$23K
WTC
327
WhitTier Trust Company
Nevada
$21.9K -$260 -1 -1%
CB
328
Community Bank
New York
$21.2K
ST
329
Smithfield Trust
Pennsylvania
$20K
DAM
330
Delta Asset Management
Tennessee
$19.4K
IFAM
331
Institutional & Family Asset Management
Colorado
$16.8K -$1.3K -5 -7%
PMFA
332
Plante Moran Financial Advisors
Michigan
$16.8K
FHA
333
First Horizon Advisors
Tennessee
$16.8K
IRAG
334
Investment Research & Advisory Group
Georgia
$15.7K
PFBT
335
Parkside Financial Bank & Trust
Missouri
$15.5K -$1.82K -7 -10%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$15.2K +$10.7K +41 +228%
PTC
337
Private Trust Company
Ohio
$14.7K -$14.1K -54 -49%
HDIM
338
Hanson & Doremus Investment Management
Vermont
$14K
AF
339
Advisornet Financial
Minnesota
$13.2K -$1.82K -7 -12%
CT
340
Colonial Trust
South Carolina
$13.2K
FSWA
341
Financial Synergies Wealth Advisors
Texas
$13K +$13K +50 New
CFGS
342
Concourse Financial Group Securities
Alabama
$11.9K +$12K +46 New
AIM
343
Anchor Investment Management
South Carolina
$10.3K -$5.2K -20 -33%
HNB
344
Huntington National Bank
Ohio
$10.3K +$4.16K +16 +67%
JWM
345
Janiczek Wealth Management
Colorado
$9.55K
SWM
346
Spire Wealth Management
Virginia
$9.55K +$3.12K +12 +48%
PI
347
PineBridge Investments
New York
$9.29K -$14.3K -55 -60%
C
348
Covestor
United Kingdom
$9K
IA
349
IFP Advisors
Florida
$8.73K -$125K -482 -79%
VCM
350
Versant Capital Management
Arizona
$8.25K

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.