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Murphy USA

298 hedge funds and large institutions have $3.09B invested in Murphy USA in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 61 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 27

121% more call options, than puts

Call options by funds: $7.95M | Put options by funds: $3.59M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

34% more capital invested

Capital invested by funds: $2.3B → $3.09B (+$786M)

12% more funds holding

Funds holding: 265298 (+33)

1.4% more ownership

Funds ownership: 84.49%85.89% (+1.4%)

47% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 116

Holders
298
Holders Change
+33
Holders Change %
+12.45%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
67
Increased
61
Reduced
116
Closed
27
Calls
$7.95M
Puts
$3.59M
Net Calls
+$4.35M
Net Calls Change
+$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
26
Man Group
United Kingdom
$30.7M -$1.85M -17,171 -6%
HighTower Advisors
27
HighTower Advisors
Illinois
$28.8M -$212K -1,965 -0.8%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$28.7M +$12.8M +118,266 +93%
Charles Schwab
29
Charles Schwab
California
$27.1M -$1.17M -10,853 -4%
Prudential Financial
30
Prudential Financial
New Jersey
$26.8M +$21.9M +203,267 +788%
SAM
31
Southernsun Asset Management
Tennessee
$26.6M -$13.4M -124,297 -35%
Invesco
32
Invesco
Georgia
$21.7M -$34.3M -318,082 -63%
American Century Companies
33
American Century Companies
Missouri
$20.8M -$36.7M -340,208 -66%
PPA
34
Parametric Portfolio Associates
Washington
$17.6M -$1.27M -11,800 -7%
WG
35
Winton Group
United Kingdom
$17.5M +$9.94M +92,153 +161%
Principal Financial Group
36
Principal Financial Group
Iowa
$16.6M -$683K -6,331 -4%
MCM
37
Matarin Capital Management
New York
$13.2M -$5.39M -49,952 -31%
Bank of America
38
Bank of America
North Carolina
$12.9M -$5.15M -47,720 -30%
William Blair Investment Management
39
William Blair Investment Management
Illinois
$12.5M +$11.5M +106,903 New
Wells Fargo
40
Wells Fargo
California
$12.5M -$418K -3,875 -4%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$12M +$212K +1,963 +2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$11.5M +$3.53M +32,764 +50%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$11.4M +$3.03M +28,138 +41%
MAM
44
Martingale Asset Management
Massachusetts
$11.1M -$538K -4,992 -5%
Ameriprise
45
Ameriprise
Minnesota
$11M +$1.33M +12,322 +15%
Capital Fund Management (CFM)
46
Capital Fund Management (CFM)
France
$10.5M -$642K -5,953 -6%
BIM
47
Bogle Investment Management
Massachusetts
$10.4M +$9.61M +89,100 New
MC
48
Maverick Capital
Texas
$9.6M +$1.46M +13,535 +20%
Barclays
49
Barclays
United Kingdom
$9.52M +$2.05M +18,977 +30%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$9.36M +$3.24M +30,000 +60%

MUSA Hedge Fund Activity: Q4 2019 in Review

298 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q4 2019, worth a combined $3.09B — up 34% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MUSA positions and 27 closed out — a net gain of 40 holders — while 61 added to existing stakes and 116 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $54M. The largest seller was ClearBridge Investments, cutting an estimated $41.3M.

  • 298 institutional investors held Murphy USA (MUSA) as of Q4 2019, up from 265 in Q3 2019.
  • Funds reported $3.09B of Murphy USA stock for Q4 2019, up 34% quarter-over-quarter.
  • 67 funds opened new Murphy USA positions in Q4 2019 and 27 closed out, a net change of +40 holders.
  • The largest Murphy USA buyer in Q4 2019 was Victory Capital Management, an estimated $54M added.
  • The largest Murphy USA seller in Q4 2019 was ClearBridge Investments, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2019.