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Murphy USA

423 hedge funds and large institutions have $6B invested in Murphy USA in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 117 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

34% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $19M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more funds holding

Funds holding: 389423 (+34)

6% more capital invested

Capital invested by funds: $5.68B → $6B (+$315M)

2.29% less ownership

Funds ownership: 83.9%81.61% (-2.3%)

28% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 162

Holders
423
Holders Change
+34
Holders Change %
+8.74%
% of All Funds
6.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
117
Reduced
162
Closed
43
Calls
$25.5M
Puts
$19M
Net Calls
+$6.46M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
401
UMB Bank
Missouri
$8.2K +$3.81K +12 +100%
AWM
402
Avior Wealth Management
Nebraska
$7.18K
SFG
403
Steward Financial Group
Texas
$7K +$7.31K +23 New
AF
404
Allworth Financial
California
$6.83K +$1.91K +6 +43%
LFA
405
LGT Financial Advisors
Texas
$6.83K +$6.35K +20 New
JWA
406
JFS Wealth Advisors
Pennsylvania
$6.49K
GWM
407
Geneos Wealth Management
Colorado
$6.15K
TWM
408
Tradition Wealth Management
Minnesota
$5K -$1.27K -4 -21%
KFI
409
Key Financial Inc
Pennsylvania
$4.78K
PWMG
410
Prestige Wealth Management Group
New Jersey
$3.76K
FFA
411
Farther Finance Advisors
California
$3.76K
EWA
412
EverSource Wealth Advisors
Alabama
$3.42K +$635 +2 +25%
Mitsubishi UFJ Asset Management
413
Mitsubishi UFJ Asset Management
Japan
$3.42K +$3.18K +10 New
GEA
414
Glen Eagle Advisors
New Jersey
$2.85K -$318 -1 -11%
FWM
415
Focused Wealth Management
New York
$2.77K
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$2.73K -$318 -1 -11%
SIC
417
SJS Investment Consulting
Ohio
$2.39K +$318 +1 +17%
IHWM
418
Iron Horse Wealth Management
Iowa
$1.71K +$1.59K +5 New
BAAM
419
Baker Avenue Asset Management
California
$1.37K
BBHC
420
Brown Brothers Harriman & Co
New York
$1.02K +$953 +3 New
BIA
421
Bell Investment Advisors
California
$684 +$635 +2 New
RFG
422
RFP Financial Group
Georgia
$683
TWP
423
TFO Wealth Partners
Ohio
$622 +$318 +1 +100%
ACM
424
Antonetti Capital Management
Florida
$342
HI
425
Horizon Investments
North Carolina
$341

MUSA Hedge Fund Activity: Q3 2023 in Review

423 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q3 2023, worth a combined $6B — up 5.5% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new MUSA positions and 43 closed out — a net gain of 38 holders — while 117 added to existing stakes and 162 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $46.3M. The largest seller was Millennium Management, cutting an estimated $179M.

  • 423 institutional investors held Murphy USA (MUSA) as of Q3 2023, up from 389 in Q2 2023.
  • Funds reported $6B of Murphy USA stock for Q3 2023, up 5.5% quarter-over-quarter.
  • 81 funds opened new Murphy USA positions in Q3 2023 and 43 closed out, a net change of +38 holders.
  • The largest Murphy USA buyer in Q3 2023 was Citadel Advisors, an estimated $46.3M added.
  • The largest Murphy USA seller in Q3 2023 was Millennium Management, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2023.