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Murphy USA

273 hedge funds and large institutions have $2.16B invested in Murphy USA in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 102 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $5.51M | Put options by funds: $3.65M

1.52% less ownership

Funds ownership: 85.89%84.37% (-1.5%)

8% less funds holding

Funds holding: 298273 (-25)

25% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 102

30% less capital invested

Capital invested by funds: $3.09B → $2.16B (-$931M)

40% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
273
Holders Change
-25
Holders Change %
-8.39%
% of All Funds
6.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
77
Reduced
102
Closed
55
Calls
$5.51M
Puts
$3.65M
Net Calls
+$1.86M
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$19.7M +$162K +1,565 +0.7%
SAM
27
Southernsun Asset Management
Tennessee
$19.4M +$324K +3,121 +1%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$18.4M -$2.79M -26,913 -11%
Invesco
29
Invesco
Georgia
$14.7M -$1.13M -10,882 -6%
Bank of America
30
Bank of America
North Carolina
$11.7M +$2.93M +28,233 +26%
PPA
31
Parametric Portfolio Associates
Washington
$11.4M -$1.62M -15,588 -10%
Man Group
32
Man Group
United Kingdom
$10.7M -$14.1M -135,702 -52%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$10.7M +$11.6M +111,795 +770%
AR
34
Advisory Research
Illinois
$10.3M +$12.6M +121,740 New
Wells Fargo
35
Wells Fargo
California
$9.63M +$761K +7,337 +7%
Millennium Management
36
Millennium Management
New York
$8.99M +$9.29M +89,552 +525%
WG
37
Winton Group
United Kingdom
$8.83M -$4.66M -44,867 -30%
Citadel Advisors
38
Citadel Advisors
Florida
$8.78M +$8.74M +84,180 +423%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$8.75M +$154K +1,488 +1%
Principal Financial Group
40
Principal Financial Group
Iowa
$8.74M -$3.96M -38,155 -27%
Ameriprise
41
Ameriprise
Minnesota
$8.14M +$278K +2,680 +3%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$8.01M +$1.56M +15,000 +19%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$8M +$2.51M +24,148 +34%
William Blair Investment Management
44
William Blair Investment Management
Illinois
$7.45M -$1.93M -18,641 -17%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$7.24M +$8.87M +85,466 +23,609%
JIM
46
Jupiter Investment Management
United Kingdom
$7.09M +$8.72M +84,048 New
MWNA
47
Marshall Wace North America
New York
$6.33M +$4.27M +41,179 +121%
EVM
48
Eaton Vance Management
Massachusetts
$6.28M
AIG
49
American International Group
New York
$6.17M -$44.8K -432 -0.6%
Capital Fund Management (CFM)
50
Capital Fund Management (CFM)
France
$6.07M -$1.82M -17,504 -20%

MUSA Hedge Fund Activity: Q1 2020 in Review

273 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2020, worth a combined $2.16B — down 30% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of MUSA and 33 opened new positions — a net loss of 22 holders — while 102 trimmed existing stakes and 77 added.

The largest buyer was Victory Capital Management, adding an estimated $75.5M. The largest seller was Morgan Stanley, cutting an estimated $30M.

  • 273 institutional investors held Murphy USA (MUSA) as of Q1 2020, down from 298 in Q4 2019.
  • Funds reported $2.16B of Murphy USA stock for Q1 2020, down 30% quarter-over-quarter.
  • 33 funds opened new Murphy USA positions in Q1 2020 and 55 closed out, a net change of -22 holders.
  • The largest Murphy USA buyer in Q1 2020 was Victory Capital Management, an estimated $75.5M added.
  • The largest Murphy USA seller in Q1 2020 was Morgan Stanley, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2020.