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Murphy USA

283 hedge funds and large institutions have $2.67B invested in Murphy USA in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 103 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

36% more capital invested

Capital invested by funds: $1.97B → $2.67B (+$706M)

15.78% more ownership

Funds ownership: 82.86%98.64% (+16%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 290283 (-7)

17% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 103

38% less call options, than puts

Call options by funds: $6.99M | Put options by funds: $11.3M

Holders
283
Holders Change
-7
Holders Change %
-2.41%
% of All Funds
7.04%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
45
Increased
86
Reduced
103
Closed
45
Calls
$6.99M
Puts
$11.3M
Net Calls
-$4.36M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
GAMCO Investors
Connecticut
$24.8M -$630K -9,551 -3%
CI
27
Cambiar Investors
Colorado
$23.7M +$21.3M +323,377 New
TC
28
Tyvor Capital
Illinois
$23.1M +$12.5M +189,177 +150%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$20.1M +$1.36M +20,577 +8%
CLM
30
ClearBridge LLC (Maryland)
Maryland
$19.8M +$3.18M +48,160 +22%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$19.3M +$17.3M +262,248 New
Norges Bank
32
Norges Bank
Norway
$17.4M -$4.97M -75,347 -24%
BO
33
Bank OZK
Arkansas
$16M +$4.95K +75 +0%
PPA
34
Parametric Portfolio Associates
Washington
$14.3M +$1.22M +18,428 +10%
BCM
35
Becker Capital Management
Oregon
$14.1M +$12.7M +192,061 New
First Trust Advisors
36
First Trust Advisors
Illinois
$13.8M +$2.65M +40,247 +27%
USAA
37
United Services Automobile Association
Texas
$13.7M +$12.3M +186,920 New
SEI Investments
38
SEI Investments
Pennsylvania
$13M +$5.17M +78,388 +80%
Ameriprise
39
Ameriprise
Minnesota
$12.8M +$1.2M +18,137 +12%
WIM
40
Weitz Investment Management
Nebraska
$12.3M +$156K +2,370 +1%
SIM
41
Spark Investment Management
New York
$12.3M
Charles Schwab
42
Charles Schwab
California
$11.8M +$725K +10,988 +7%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$10.6M +$3M +45,567 +46%
RJA
44
Raymond James & Associates
Florida
$10.5M +$2.62M +39,702 +38%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$9.99M -$137K -2,077 -2%
GF
46
Gabelli Funds
New York
$9.85M -$264K -4,000 -3%
MCM
47
Matarin Capital Management
New York
$9.55M -$516K -7,818 -6%
Allianz Asset Management
48
Allianz Asset Management
Germany
$8.81M -$540K -8,187 -6%
SAM
49
Sentinel Asset Management
Vermont
$8.75M +$7.86M +119,230 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$8.75M +$191K +2,900 +2%

MUSA Hedge Fund Activity: Q1 2017 in Review

283 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2017, worth a combined $2.67B — up 36% from $1.97B a quarter earlier.

Fund positioning in MUSA was balanced in Q1 2017: 45 funds opened new positions, 45 closed out, 86 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $196M. The largest seller was AQR Capital Management, cutting an estimated $20M.

  • 283 institutional investors held Murphy USA (MUSA) as of Q1 2017, down from 290 in Q4 2016.
  • Funds reported $2.67B of Murphy USA stock for Q1 2017, up 36% quarter-over-quarter.
  • 45 funds opened new Murphy USA positions in Q1 2017 and 45 closed out, a net change of 0 holders.
  • The largest Murphy USA buyer in Q1 2017 was BlackRock, an estimated $196M added.
  • The largest Murphy USA seller in Q1 2017 was AQR Capital Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2017.