Murphy USA
MUSA
275 hedge funds and large institutions have $1.95B invested in Murphy USA in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 113 reducing their positions, and 38 closing their positions.
290% more call options, than puts
Call options by funds: $3.31M | Put options by funds: $848K
4% less funds holding
Funds holding: 287 → 275 (-12)
7.22% less ownership
Funds ownership: 84.39% → 77.17% (-7.2%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
24% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 38
27% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 113
30% less capital invested
Capital invested by funds: $2.8B → $1.95B (-$852M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$42.1M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$18.6M |
| 3 |
MRM
Michael R. Murphy
|
+$17.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.36M |
| 5 |
Goldman Sachs
New York
|
+$5.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 2 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$29.5M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$25.3M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$24M |
| 5 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$21.2M |
MUSA Hedge Fund Activity: Q2 2015 in Review
275 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q2 2015, worth a combined $1.95B — down 30% from $2.8B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of MUSA and 29 opened new positions — a net loss of 9 holders — while 113 trimmed existing stakes and 83 added.
The largest buyer was ClearBridge Investments, adding an estimated $42.1M. The largest seller was Fidelity Investments, cutting an estimated $108M.
- 275 institutional investors held Murphy USA (MUSA) as of Q2 2015, down from 287 in Q1 2015.
- Funds reported $1.95B of Murphy USA stock for Q2 2015, down 30% quarter-over-quarter.
- 29 funds opened new Murphy USA positions in Q2 2015 and 38 closed out, a net change of -9 holders.
- The largest Murphy USA buyer in Q2 2015 was ClearBridge Investments, an estimated $42.1M added.
- The largest Murphy USA seller in Q2 2015 was Fidelity Investments, an estimated $108M sold.
Based on aggregated 13F filings for Q2 2015.