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Murphy USA

245 hedge funds and large institutions have $1.97B invested in Murphy USA in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

23% more capital invested

Capital invested by funds: $1.6B → $1.97B (+$371M)

1.74% more ownership

Funds ownership: 84.27%86.01% (+1.7%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding

Funds holding: 244245 (+1)

15% less call options, than puts

Call options by funds: $5.55M | Put options by funds: $6.51M

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 91

Holders
245
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
7.04%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
30
Increased
75
Reduced
91
Closed
28
Calls
$5.55M
Puts
$6.51M
Net Calls
-$960K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$270M -$68.2M -1,471,150 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$175M +$25.4M +547,331 +18%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$91.1M +$84.3M +1,820,227 +4,321%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$86.4M +$616K +13,300 +0.8%
Capital World Investors
5
Capital World Investors
California
$82.5M
BIT
6
BlackRock Institutional Trust
California
$82.2M -$39M -841,352 -33%
State Street
7
State Street
Massachusetts
$73.6M +$304K +6,563 +0.4%
BFA
8
BlackRock Fund Advisors
California
$60.8M -$507K -10,950 -0.9%
B
9
BancorpSouth
Mississippi
$51.3M -$1.16K -25 -0%
AQR Capital Management
10
AQR Capital Management
Connecticut
$46.1M +$1.44M +31,100 +3%
HA
11
Heartland Advisors
Wisconsin
$45.5M +$18.1M +391,314 +73%
Norges Bank
12
Norges Bank
Norway
$45M +$23.6M +510,152 +124%
JHIU
13
Janus Henderson Investors US
Colorado
$43.8M +$39.1M +843,808 +1,579%
Pzena Investment Management
14
Pzena Investment Management
New York
$36.9M -$14.9M -322,412 -30%
RFC
15
Russell Frank Company
Washington
$30.6M +$26.9M +581,568 +1,572%
GC
16
Guggenheim Capital
Illinois
$30.2M +$23.9M +515,636 +510%
BA
17
BlackRock Advisors
Delaware
$28.9M +$223K +4,802 +0.8%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$28.6M -$9.18M -198,150 -25%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$26.5M +$5.59M +120,598 +29%
GI
20
GAMCO Investors
Connecticut
$24.6M +$6.4M +138,050 +38%
JP Morgan Chase
21
JP Morgan Chase
New York
$24.1M -$6.91M -149,221 -23%
Morgan Stanley
22
Morgan Stanley
New York
$23.1M +$7.88M +170,037 +56%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$22.2M +$181K +3,910 +0.9%
LSV Asset Management
24
LSV Asset Management
Illinois
$19.2M -$12.9M -277,714 -41%
TCIM
25
TIAA CREF Investment Management
New York
$18.8M +$7.03M +151,775 +65%

MUSA Hedge Fund Activity: Q2 2014 in Review

245 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q2 2014, worth a combined $1.97B — up 23% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MUSA positions and 28 closed out — a net gain of 2 holders — while 75 added to existing stakes and 91 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $84.3M. The largest seller was Fidelity Investments, cutting an estimated $68.2M.

  • 245 institutional investors held Murphy USA (MUSA) as of Q2 2014, up from 244 in Q1 2014.
  • Funds reported $1.97B of Murphy USA stock for Q2 2014, up 23% quarter-over-quarter.
  • 30 funds opened new Murphy USA positions in Q2 2014 and 28 closed out, a net change of +2 holders.
  • The largest Murphy USA buyer in Q2 2014 was Acadian Asset Management, an estimated $84.3M added.
  • The largest Murphy USA seller in Q2 2014 was Fidelity Investments, an estimated $68.2M sold.

Based on aggregated 13F filings for Q2 2014.