We are live on ! Find out more
MUSA icon

Murphy USA

244 hedge funds and large institutions have $1.6B invested in Murphy USA in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $5.92M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $1.66B → $1.6B (-$62.9M)

1.46% less ownership

Funds ownership: 85.73%84.27% (-1.5%)

4% less funds holding

Funds holding: 255244 (-11)

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

17% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 42

Holders
244
Holders Change
-11
Holders Change %
-4.31%
% of All Funds
7.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
74
Reduced
88
Closed
42
Calls
$5.97M
Puts
$5.92M
Net Calls
+$51K
Net Calls Change
-$826K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$284M +$16.1M +396,858 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M +$19.4M +478,880 +19%
BIT
3
BlackRock Institutional Trust
California
$102M -$16.9M -418,477 -14%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$71.2M -$10.7M -265,168 -13%
Capital World Investors
5
Capital World Investors
California
$68.5M -$27.7M -685,000 -29%
State Street
6
State Street
Massachusetts
$60.8M -$4.21M -104,140 -6%
BFA
7
BlackRock Fund Advisors
California
$51M -$3.84M -94,993 -7%
Pzena Investment Management
8
Pzena Investment Management
New York
$43.7M +$6.56M +162,170 +18%
B
9
BancorpSouth
Mississippi
$42.6M -$47K -1,163 -0.1%
SI
10
Scharf Investments
California
$37.1M -$7.37M -182,112 -17%
AQR Capital Management
11
AQR Capital Management
Connecticut
$37M +$3M +74,048 +9%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$31.8M -$15.2M -376,424 -32%
RRAM
13
River Road Asset Management
Kentucky
$29.4M +$17.7M +438,014 +154%
LSV Asset Management
14
LSV Asset Management
Illinois
$27.2M -$2.13M -52,750 -7%
JP Morgan Chase
15
JP Morgan Chase
New York
$26.1M -$4.07M -100,728 -14%
BA
16
BlackRock Advisors
Delaware
$23.8M +$15.5M +382,243 +188%
HA
17
Heartland Advisors
Wisconsin
$21.9M +$21.8M +539,274 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$18.2M +$659K +16,289 +4%
Northern Trust
19
Northern Trust
Illinois
$17.7M -$374K -9,250 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$17.1M +$7.8M +192,905 +84%
BlackRock
21
BlackRock
New York
$16.7M -$5.5M -135,968 -25%
Norges Bank
22
Norges Bank
Norway
$16.6M
GF
23
Gabelli Funds
New York
$16.1M +$10.7M +263,726 +198%
GI
24
GAMCO Investors
Connecticut
$14.8M +$950K +23,480 +7%
GCM
25
Gruss Capital Management
New York
$14.2M +$14.2M +350,000 New

MUSA Hedge Fund Activity: Q1 2014 in Review

244 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2014, worth a combined $1.6B — down 3.8% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of MUSA and 35 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 74 added.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $21.8M. The largest seller was Capital World Investors, cutting an estimated $27.7M.

  • 244 institutional investors held Murphy USA (MUSA) as of Q1 2014, down from 255 in Q4 2013.
  • Funds reported $1.6B of Murphy USA stock for Q1 2014, down 3.8% quarter-over-quarter.
  • 35 funds opened new Murphy USA positions in Q1 2014 and 42 closed out, a net change of -7 holders.
  • The largest Murphy USA buyer in Q1 2014 was Heartland Advisors, an estimated $21.8M added.
  • The largest Murphy USA seller in Q1 2014 was Capital World Investors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q1 2014.