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Murphy USA

290 hedge funds and large institutions have $1.97B invested in Murphy USA in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 77 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0% more funds holding

Funds holding: 290290 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.08% less ownership

Funds ownership: 82.94%82.86% (-0.08%)

14% less capital invested

Capital invested by funds: $2.28B → $1.97B (-$312M)

32% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 114

59% less call options, than puts

Call options by funds: $4.95M | Put options by funds: $12.1M

Holders
290
Holders Change
Holders Change %
0%
% of All Funds
7.25%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
51
Increased
77
Reduced
114
Closed
48
Calls
$4.95M
Puts
$12.1M
Net Calls
-$7.12M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$174M +$3.7M +55,034 +2%
LSV Asset Management
2
LSV Asset Management
Illinois
$106M +$15.6M +232,161 +16%
SAM
3
Southernsun Asset Management
Tennessee
$94M +$13.3M +198,302 +15%
BFA
4
BlackRock Fund Advisors
California
$89.2M +$7.91M +117,556 +9%
AQR Capital Management
5
AQR Capital Management
Connecticut
$77M -$68K -1,010 -0.1%
BIT
6
BlackRock Institutional Trust
California
$72.2M +$3.32M +49,311 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$69.6M -$94.6K -1,405 -0.1%
State Street
8
State Street
Massachusetts
$68.2M -$2.1M -31,185 -3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$68.1M -$2.52M -37,400 -3%
B
10
BancorpSouth
Mississippi
$63.6M
Goldman Sachs
11
Goldman Sachs
New York
$55.5M -$26.7M -396,706 -31%
ClearBridge Investments
12
ClearBridge Investments
New York
$54.8M -$564K -8,384 -0.9%
Brown Advisory
13
Brown Advisory
Maryland
$51.6M +$6.09M +90,536 +12%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$50.4M -$539K -8,014 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$49.4M +$27.4M +406,934 +103%
RRAM
16
River Road Asset Management
Kentucky
$34.7M +$15.1M +224,358 +66%
TCIM
17
TIAA CREF Investment Management
New York
$30.9M -$1.21M -18,039 -3%
Principal Financial Group
18
Principal Financial Group
Iowa
$29.8M -$8.7M -129,300 -21%
HighTower Advisors
19
HighTower Advisors
Illinois
$27.7M +$3.29M +48,833 +12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.9M +$790K +11,746 +3%
Prudential Financial
21
Prudential Financial
New Jersey
$23M -$5.13M -76,280 -17%
GI
22
GAMCO Investors
Connecticut
$21.4M -$4.8M -71,392 -17%
Northern Trust
23
Northern Trust
Illinois
$21.3M -$2.67M -39,680 -10%
Morgan Stanley
24
Morgan Stanley
New York
$19.4M +$9.91M +147,315 +87%
Norges Bank
25
Norges Bank
Norway
$19.2M -$4.04M -60,000 -16%

MUSA Hedge Fund Activity: Q4 2016 in Review

290 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q4 2016, worth a combined $1.97B — down 14% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MUSA positions and 48 closed out — a net gain of 3 holders — while 77 added to existing stakes and 114 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $27.4M. The largest seller was Goldman Sachs, cutting an estimated $26.7M.

  • 290 institutional investors held Murphy USA (MUSA) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $1.97B of Murphy USA stock for Q4 2016, down 14% quarter-over-quarter.
  • 51 funds opened new Murphy USA positions in Q4 2016 and 48 closed out, a net change of +3 holders.
  • The largest Murphy USA buyer in Q4 2016 was Royal Bank of Canada, an estimated $27.4M added.
  • The largest Murphy USA seller in Q4 2016 was Goldman Sachs, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2016.