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Murphy USA

389 hedge funds and large institutions have $5.68B invested in Murphy USA in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $4.81B → $5.68B (+$870M)

2% more funds holding

Funds holding: 380389 (+9)

3% more call options, than puts

Call options by funds: $136M | Put options by funds: $133M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.8% less ownership

Funds ownership: 86.7%83.9% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

Holders
389
Holders Change
+9
Holders Change %
+2.37%
% of All Funds
6.11%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
53
Increased
124
Reduced
147
Closed
42
Calls
$136M
Puts
$133M
Net Calls
+$3.65M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$24.7M -$1.14M -4,076 -5%
Allianz Asset Management
52
Allianz Asset Management
Germany
$24.6M -$10.5M -37,407 -32%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$23.8M +$7.02M +25,084 +49%
ECM
54
ExodusPoint Capital Management
New York
$22.6M -$19.2M -68,671 -49%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$21.6M +$11.3M +40,499 +140%
Kayne Anderson Rudnick Investment Management
56
Kayne Anderson Rudnick Investment Management
California
$20.5M +$18.4M +65,833 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$19.7M -$887K -3,167 -5%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$19.6M -$89.3K -319 -0.5%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$19.6M -$23.4M -83,503 -57%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$17.8M -$61.3M -218,850 -79%
ACH
61
ArrowMark Colorado Holdings
Colorado
$17.3M +$10.3M +36,962 +197%
SAM
62
Scopus Asset Management
New York
$17M +$15.3M +54,500 New
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$16.9M +$14.9M +53,074 +4,083%
Legal & General Group
64
Legal & General Group
United Kingdom
$16.5M -$1.37M -4,889 -8%
RA
65
Royce & Associates
New York
$15.3M -$3.62M -12,925 -21%
SNB
66
Security National Bank
Nebraska
$15.1M
HF
67
HRT Financial
New York
$14.8M +$7.17M +25,597 +116%
Wells Fargo
68
Wells Fargo
California
$14.4M -$1.24M -4,429 -9%
BGIM
69
Brandywine Global Investment Management
Pennsylvania
$14.1M +$3.51M +12,525 +38%
Swiss National Bank
70
Swiss National Bank
Switzerland
$14M -$364K -1,300 -3%
RJA
71
Raymond James & Associates
Florida
$13.8M -$6.79M -24,266 -35%
HAI
72
Hennessy Advisors Inc
California
$13.4M +$532K +1,900 +5%
Man Group
73
Man Group
United Kingdom
$13.4M +$12.1M +43,078 New
AAP
74
Aristotle Atlantic Partners
Florida
$12.7M -$140K -500 -1%
DDC
75
DF Dent & Co
Maryland
$11.9M +$56K +200 +0.5%

MUSA Hedge Fund Activity: Q2 2023 in Review

389 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q2 2023, worth a combined $5.68B — up 18% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MUSA positions and 42 closed out — a net gain of 11 holders — while 124 added to existing stakes and 147 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was BlackRock, cutting an estimated $120M.

  • 389 institutional investors held Murphy USA (MUSA) as of Q2 2023, up from 380 in Q1 2023.
  • Funds reported $5.68B of Murphy USA stock for Q2 2023, up 18% quarter-over-quarter.
  • 53 funds opened new Murphy USA positions in Q2 2023 and 42 closed out, a net change of +11 holders.
  • The largest Murphy USA buyer in Q2 2023 was Fidelity Investments, an estimated $124M added.
  • The largest Murphy USA seller in Q2 2023 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2023.