We are live on ! Find out more
MUSA icon

Murphy USA

283 hedge funds and large institutions have $2.67B invested in Murphy USA in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 103 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

36% more capital invested

Capital invested by funds: $1.97B → $2.67B (+$706M)

15.78% more ownership

Funds ownership: 82.86%98.64% (+16%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

2% less funds holding

Funds holding: 290283 (-7)

17% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 103

38% less call options, than puts

Call options by funds: $6.99M | Put options by funds: $11.3M

Holders
283
Holders Change
-7
Holders Change %
-2.41%
% of All Funds
7.04%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
45
Increased
86
Reduced
103
Closed
45
Calls
$6.99M
Puts
$11.3M
Net Calls
-$4.36M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$220M +$196M +2,972,072 +10,259%
SAM
2
Southernsun Asset Management
Tennessee
$216M +$92.8M +1,407,777 +92%
Vanguard Group
3
Vanguard Group
Pennsylvania
$209M +$1.23M +18,620 +0.7%
LSV Asset Management
4
LSV Asset Management
Illinois
$126M -$600K -9,100 -0.5%
IAM
5
Iridian Asset Management
Connecticut
$90.1M +$80.9M +1,227,093 New
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$87.2M +$5.32M +80,659 +7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$82.5M -$558K -8,456 -0.7%
State Street
8
State Street
Massachusetts
$77.1M -$3.9M -59,154 -5%
B
9
BancorpSouth
Mississippi
$76M
AQR Capital Management
10
AQR Capital Management
Connecticut
$69.7M -$20M -303,125 -24%
JP Morgan Chase
11
JP Morgan Chase
New York
$68.6M +$47.7M +723,910 +344%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$66.9M +$7.11M +107,779 +13%
ClearBridge Investments
13
ClearBridge Investments
New York
$65.1M -$329K -4,990 -0.6%
Goldman Sachs
14
Goldman Sachs
New York
$62.9M -$3.05M -46,277 -5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$59.9M -$226K -3,421 -0.4%
RRAM
16
River Road Asset Management
Kentucky
$55.3M +$12.4M +188,648 +33%
Brown Advisory
17
Brown Advisory
Maryland
$50.5M -$10M -151,916 -18%
SAM
18
Silvercrest Asset Management
New York
$46.5M +$41.8M +633,451 New
HighTower Advisors
19
HighTower Advisors
Illinois
$38.3M +$4.64M +70,307 +16%
Two Sigma Investments
20
Two Sigma Investments
New York
$36.9M +$32.6M +495,106 +6,895%
TCIM
21
TIAA CREF Investment Management
New York
$35.6M -$1.13M -17,207 -3%
Principal Financial Group
22
Principal Financial Group
Iowa
$32.2M -$3.03M -46,004 -9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$31.6M +$524K +7,941 +2%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$26.2M +$21.4M +324,500 +989%
Northern Trust
25
Northern Trust
Illinois
$25.1M -$370K -5,616 -2%

MUSA Hedge Fund Activity: Q1 2017 in Review

283 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2017, worth a combined $2.67B — up 36% from $1.97B a quarter earlier.

Fund positioning in MUSA was balanced in Q1 2017: 45 funds opened new positions, 45 closed out, 86 added to existing stakes and 103 trimmed.

The largest buyer was BlackRock, adding an estimated $196M. The largest seller was AQR Capital Management, cutting an estimated $20M.

  • 283 institutional investors held Murphy USA (MUSA) as of Q1 2017, down from 290 in Q4 2016.
  • Funds reported $2.67B of Murphy USA stock for Q1 2017, up 36% quarter-over-quarter.
  • 45 funds opened new Murphy USA positions in Q1 2017 and 45 closed out, a net change of 0 holders.
  • The largest Murphy USA buyer in Q1 2017 was BlackRock, an estimated $196M added.
  • The largest Murphy USA seller in Q1 2017 was AQR Capital Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2017.