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Murphy USA

242 hedge funds and large institutions have $2.04B invested in Murphy USA in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more capital invested

Capital invested by funds: $1.97B → $2.04B (+$75.9M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1% less funds holding

Funds holding: 245242 (-3)

2.22% less ownership

Funds ownership: 86.01%83.79% (-2.2%)

16% less call options, than puts

Call options by funds: $5.5M | Put options by funds: $6.54M

30% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 96

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
7.02%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
27
Increased
67
Reduced
96
Closed
26
Calls
$5.5M
Puts
$6.54M
Net Calls
-$1.04M
Net Calls Change
-$82K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
Teachers Advisors
New York
$1.71M +$62.9K +1,216 +4%
ProShare Advisors
102
ProShare Advisors
Maryland
$1.6M +$109K +2,109 +8%
CEP
103
Chicago Equity Partners
Illinois
$1.55M +$1.51M +29,230 New
LSV Asset Management
104
LSV Asset Management
Illinois
$1.52M -$18.9M -364,479 -93%
TC
105
TFS Capital
Pennsylvania
$1.51M +$6.41K +124 +0.4%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$1.48M +$260K +5,025 +22%
ASRS
107
Arizona State Retirement System
Arizona
$1.47M -$134K -2,600 -9%
ACH
108
ArrowMark Colorado Holdings
Colorado
$1.45M +$261K +5,053 +23%
Federated Hermes
109
Federated Hermes
Pennsylvania
$1.44M +$26.2K +506 +2%
MOACM
110
Mutual of America Capital Management
New York
$1.43M -$31K -600 -2%
CL
111
CSS LLC
Illinois
$1.42M
PA
112
Pinnacle Associates
New York
$1.37M
M&T Bank
113
M&T Bank
New York
$1.3M +$1.27M +24,502 New
AAM
114
Aberdeen Asset Management
United Kingdom
$1.29M
N
115
Nuveen
North Carolina
$1.22M +$295K +5,703 +33%
PG
116
PEAK6 Group
Illinois
$1.22M +$421K +8,134 +55%
IPC
117
Independent Portfolio Consultants
Florida
$1.21M +$1.18M +22,755 New
SCA
118
Secor Capital Advisors
New York
$1.2M -$207K -3,993 -15%
BAM
119
Barrett Asset Management
New York
$1.16M
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$1.16M +$218K +4,219 +24%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$1.12M -$5.48K -106 -0.5%
SOMRS
122
State of Michigan Retirement System
Michigan
$1.08M -$25.9K -500 -2%
MWR
123
McAdams Wright Ragen
Washington
$1.06M -$15.5K -299 -1%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$1.03M +$352K +6,800 +54%
MSA
125
Mason Street Advisors
Wisconsin
$1.03M -$19.8K -383 -2%

MUSA Hedge Fund Activity: Q3 2014 in Review

242 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q3 2014, worth a combined $2.04B — up 3.9% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MUSA positions and 26 closed out — a net gain of 1 holder — while 67 added to existing stakes and 96 trimmed.

The largest buyer was Southernsun Asset Management, opening a new position worth an estimated $71.3M. The largest seller was Capital World Investors, cutting an estimated $60.9M.

  • 242 institutional investors held Murphy USA (MUSA) as of Q3 2014, down from 245 in Q2 2014.
  • Funds reported $2.04B of Murphy USA stock for Q3 2014, up 3.9% quarter-over-quarter.
  • 27 funds opened new Murphy USA positions in Q3 2014 and 26 closed out, a net change of +1 holder.
  • The largest Murphy USA buyer in Q3 2014 was Southernsun Asset Management, an estimated $71.3M added.
  • The largest Murphy USA seller in Q3 2014 was Capital World Investors, an estimated $60.9M sold.

Based on aggregated 13F filings for Q3 2014.