Murphy USA
MUSA
255 hedge funds and large institutions have $1.66B invested in Murphy USA in 2013 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 67 increasing their positions, 101 reducing their positions, and 69 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more call options, than puts
Call options by funds: $8.79M | Put options by funds: $7.92M
10% more capital invested
Capital invested by funds: $1.51B → $1.66B (+$152M)
5.7% more ownership
Funds ownership: 80.03% → 85.73% (+5.7%)
8% less funds holding
Funds holding: 278 → 255 (-23)
33% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 69
34% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$46.5M |
| 2 |
Pzena Investment Management
New York
|
+$38.8M |
| 3 |
D.E. Shaw & Co
New York
|
+$34.4M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$26.6M |
| 5 |
JP Morgan Chase
New York
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$83.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$23.8M |
| 3 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$18.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.68M |
MUSA Hedge Fund Activity: Q4 2013 in Review
255 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q4 2013, worth a combined $1.66B — up 10% from $1.51B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of MUSA and 46 opened new positions — a net loss of 23 holders — while 101 trimmed existing stakes and 67 added.
The largest buyer was Scharf Investments, opening a new position worth an estimated $46.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $83.6M.
- 255 institutional investors held Murphy USA (MUSA) as of Q4 2013, down from 278 in Q3 2013.
- Funds reported $1.66B of Murphy USA stock for Q4 2013, up 10% quarter-over-quarter.
- 46 funds opened new Murphy USA positions in Q4 2013 and 69 closed out, a net change of -23 holders.
- The largest Murphy USA buyer in Q4 2013 was Scharf Investments, an estimated $46.5M added.
- The largest Murphy USA seller in Q4 2013 was T. Rowe Price Associates, an estimated $83.6M sold.
Based on aggregated 13F filings for Q4 2013.