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Murphy USA

287 hedge funds and large institutions have $2.3B invested in Murphy USA in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

52,500% more call options, than puts

Call options by funds: $8.94M | Put options by funds: $17K

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

18% more capital invested

Capital invested by funds: $1.95B → $2.3B (+$350M)

4% more funds holding

Funds holding: 275287 (+12)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.44% less ownership

Funds ownership: 80.12%78.68% (-1.4%)

28% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 114

Holders
287
Holders Change
+12
Holders Change %
+4.36%
% of All Funds
7.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
42
Increased
82
Reduced
114
Closed
28
Calls
$8.94M
Puts
$17K
Net Calls
+$8.93M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$201M -$5.61M -86,187 -3%
SAM
2
Southernsun Asset Management
Tennessee
$111M -$1.91M -29,318 -2%
BFA
3
BlackRock Fund Advisors
California
$95.7M -$2.18M -33,419 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.1M +$3.11M +47,730 +4%
BIT
5
BlackRock Institutional Trust
California
$86.6M -$3.27M -50,208 -4%
State Street
6
State Street
Massachusetts
$82.5M -$9.76M -149,862 -12%
B
7
BancorpSouth
Mississippi
$77.8M
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$70.6M +$3.78M +57,992 +6%
AQR Capital Management
9
AQR Capital Management
Connecticut
$69.4M -$117K -1,801 -0.2%
ClearBridge Investments
10
ClearBridge Investments
New York
$68M -$1.2M -18,401 -2%
Goldman Sachs
11
Goldman Sachs
New York
$66.8M +$30M +460,889 +105%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$60.5M +$4.01M +61,600 +8%
LSV Asset Management
13
LSV Asset Management
Illinois
$60.1M +$47.1M +722,643 +817%
Brown Advisory
14
Brown Advisory
Maryland
$55.1M +$6.13M +94,127 +15%
TCIM
15
TIAA CREF Investment Management
New York
$41.2M -$6.76M -103,852 -16%
Norges Bank
16
Norges Bank
Norway
$40.6M -$10.2M -156,376 -22%
HighTower Advisors
17
HighTower Advisors
Illinois
$35.1M -$1.08M -16,625 -3%
GI
18
GAMCO Investors
Connecticut
$34.4M -$1.47M -22,644 -5%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$31.6M +$10.1M +154,616 +57%
Principal Financial Group
20
Principal Financial Group
Iowa
$31M +$686K +10,535 +3%
Prudential Financial
21
Prudential Financial
New Jersey
$30.9M -$10.7M -164,930 -28%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$30.7M -$10.2M -155,903 -27%
RRAM
23
River Road Asset Management
Kentucky
$29.8M -$4.27M -65,596 -14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$28.2M +$3.21M +49,263 +15%
Northern Trust
25
Northern Trust
Illinois
$27.9M +$826K +12,685 +3%

MUSA Hedge Fund Activity: Q2 2016 in Review

287 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q2 2016, worth a combined $2.3B — up 18% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MUSA positions and 28 closed out — a net gain of 14 holders — while 82 added to existing stakes and 114 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $47.1M. The largest seller was AllianceBernstein, cutting an estimated $58.8M.

  • 287 institutional investors held Murphy USA (MUSA) as of Q2 2016, up from 275 in Q1 2016.
  • Funds reported $2.3B of Murphy USA stock for Q2 2016, up 18% quarter-over-quarter.
  • 42 funds opened new Murphy USA positions in Q2 2016 and 28 closed out, a net change of +14 holders.
  • The largest Murphy USA buyer in Q2 2016 was LSV Asset Management, an estimated $47.1M added.
  • The largest Murphy USA seller in Q2 2016 was AllianceBernstein, an estimated $58.8M sold.

Based on aggregated 13F filings for Q2 2016.