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Murphy USA

266 hedge funds and large institutions have $2.03B invested in Murphy USA in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $5.21M | Put options by funds: $1.58M

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.87B → $2.03B (+$160M)

2% more funds holding

Funds holding: 262266 (+4)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.3% less ownership

Funds ownership: 72.89%71.58% (-1.3%)

21% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 103

Holders
266
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
6.98%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
31
Increased
81
Reduced
103
Closed
24
Calls
$5.21M
Puts
$1.58M
Net Calls
+$3.63M
Net Calls Change
-$279K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$188M -$10.7M -178,494 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$113M -$4.01M -67,148 -3%
SAM
3
Southernsun Asset Management
Tennessee
$90.6M -$2.13M -35,707 -2%
BFA
4
BlackRock Fund Advisors
California
$82.5M +$2.33M +38,903 +3%
BIT
5
BlackRock Institutional Trust
California
$75.7M -$4.92M -82,228 -6%
AllianceBernstein
6
AllianceBernstein
Tennessee
$75.6M +$13.8M +230,054 +23%
State Street
7
State Street
Massachusetts
$75.4M -$2.77M -46,273 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$64.1M +$3.39M +56,777 +6%
B
9
BancorpSouth
Mississippi
$63.8M +$114K +1,900 +0.2%
AQR Capital Management
10
AQR Capital Management
Connecticut
$60.9M -$585K -9,783 -1%
ClearBridge Investments
11
ClearBridge Investments
New York
$58M -$278K -4,658 -0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$57.3M +$2.25M +37,593 +4%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$54.4M +$239K +3,993 +0.4%
Norges Bank
14
Norges Bank
Norway
$42.8M
Prudential Financial
15
Prudential Financial
New Jersey
$38.7M +$23.9K +400 +0.1%
Brown Advisory
16
Brown Advisory
Maryland
$37.2M +$18.5M +309,737 +102%
First Trust Advisors
17
First Trust Advisors
Illinois
$34M -$8.12M -135,881 -20%
GI
18
GAMCO Investors
Connecticut
$29.6M +$891K +14,900 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$29.1M +$3.74M +62,603 +15%
JP Morgan Chase
20
JP Morgan Chase
New York
$27M +$7.88M +131,738 +42%
Principal Financial Group
21
Principal Financial Group
Iowa
$24.2M +$16.2M +270,325 +210%
Northern Trust
22
Northern Trust
Illinois
$21.9M -$653K -10,925 -3%
RRAM
23
River Road Asset Management
Kentucky
$21.2M -$13.7M -229,577 -40%
TCIM
24
TIAA CREF Investment Management
New York
$20.8M +$570K +9,528 +3%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$20.3M +$7.32M +122,379 +58%

MUSA Hedge Fund Activity: Q4 2015 in Review

266 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q4 2015, worth a combined $2.03B — up 8.6% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MUSA positions and 24 closed out — a net gain of 7 holders — while 81 added to existing stakes and 103 trimmed.

The largest buyer was Brown Advisory, adding an estimated $18.5M. The largest seller was Point72 Asset Management, cutting an estimated $15.3M.

  • 266 institutional investors held Murphy USA (MUSA) as of Q4 2015, up from 262 in Q3 2015.
  • Funds reported $2.03B of Murphy USA stock for Q4 2015, up 8.6% quarter-over-quarter.
  • 31 funds opened new Murphy USA positions in Q4 2015 and 24 closed out, a net change of +7 holders.
  • The largest Murphy USA buyer in Q4 2015 was Brown Advisory, an estimated $18.5M added.
  • The largest Murphy USA seller in Q4 2015 was Point72 Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2015.