Murphy USA
MUSA
369 hedge funds and large institutions have $4.77B invested in Murphy USA in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 97 increasing their positions, 156 reducing their positions, and 26 closing their positions.
108% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 26
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
22% more call options, than puts
Call options by funds: $25.5M | Put options by funds: $20.9M
17% more capital invested
Capital invested by funds: $4.09B → $4.77B (+$681M)
6% more funds holding
Funds holding: 349 → 369 (+20)
0.05% more ownership
Funds ownership: 83.68% → 83.73% (+0.05%)
38% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 156
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
+$52.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$49.1M |
| 3 |
Two Sigma Investments
New York
|
+$36M |
| 4 |
Morgan Stanley
New York
|
+$33.8M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$64M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$56.9M |
| 3 |
JP Morgan Chase
New York
|
-$49.2M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$40.9M |
| 5 |
Man Group
London,
United Kingdom
|
-$39.6M |
MUSA Hedge Fund Activity: Q2 2022 in Review
369 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q2 2022, worth a combined $4.77B — up 17% from $4.09B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new MUSA positions and 26 closed out — a net gain of 28 holders — while 97 added to existing stakes and 156 trimmed.
The largest buyer was Two Sigma Advisers, adding an estimated $52.2M. The largest seller was River Road Asset Management, cutting an estimated $64M.
- 369 institutional investors held Murphy USA (MUSA) as of Q2 2022, up from 349 in Q1 2022.
- Funds reported $4.77B of Murphy USA stock for Q2 2022, up 17% quarter-over-quarter.
- 54 funds opened new Murphy USA positions in Q2 2022 and 26 closed out, a net change of +28 holders.
- The largest Murphy USA buyer in Q2 2022 was Two Sigma Advisers, an estimated $52.2M added.
- The largest Murphy USA seller in Q2 2022 was River Road Asset Management, an estimated $64M sold.
Based on aggregated 13F filings for Q2 2022.