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Murphy USA

251 hedge funds and large institutions have $2.3B invested in Murphy USA in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $7.14M | Put options by funds: $3.2M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.24% less ownership

Funds ownership: 95.82%92.58% (-3.2%)

6% less funds holding

Funds holding: 267251 (-16)

12% less capital invested

Capital invested by funds: $2.61B → $2.3B (-$309M)

36% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 36

40% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 106

Holders
251
Holders Change
-16
Holders Change %
-5.99%
% of All Funds
6.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
23
Increased
64
Reduced
106
Closed
36
Calls
$7.14M
Puts
$3.2M
Net Calls
+$3.94M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southernsun Asset Management
Tennessee
$200M +$893K +12,843 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$192M -$3.58M -51,459 -2%
BlackRock
3
BlackRock
New York
$191M -$9.37M -134,699 -5%
IAM
4
Iridian Asset Management
Connecticut
$162M +$10.2M +146,269 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$110M +$26.4M +379,971 +31%
LSV Asset Management
6
LSV Asset Management
Illinois
$105M -$5.11M -73,500 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$79.3M +$8.84K +127 +0%
State Street
8
State Street
Massachusetts
$72M +$227K +3,268 +0.3%
B
9
BancorpSouth
Mississippi
$71.4M +$43.5K +625 +0.1%
ClearBridge Investments
10
ClearBridge Investments
New York
$60.8M +$66.6K +957 +0.1%
SAM
11
Silvercrest Asset Management
New York
$52.7M +$4.06M +58,366 +8%
Brown Advisory
12
Brown Advisory
Maryland
$51.3M +$91.1K +1,309 +0.2%
Goldman Sachs
13
Goldman Sachs
New York
$48.7M +$2.39M +34,402 +5%
RRAM
14
River Road Asset Management
Kentucky
$48.1M -$3.23M -46,480 -6%
AQR Capital Management
15
AQR Capital Management
Connecticut
$47.1M -$752K -10,817 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$46M -$20M -287,834 -30%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$39.7M -$36.4M -523,777 -48%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$36.3M -$586K -8,430 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$32.5M -$2.19M -31,523 -6%
TC
20
Tyvor Capital
Illinois
$32.3M +$14.2M +203,516 +77%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$28.1M -$1.37M -19,625 -5%
Principal Financial Group
22
Principal Financial Group
Iowa
$25.9M -$1.07M -15,395 -4%
Northern Trust
23
Northern Trust
Illinois
$23.8M +$619K +8,897 +3%
GI
24
GAMCO Investors
Connecticut
$23.7M -$964K -13,860 -4%
CLM
25
ClearBridge LLC (Maryland)
Maryland
$22.2M +$1.86M +26,790 +9%

MUSA Hedge Fund Activity: Q3 2017 in Review

251 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q3 2017, worth a combined $2.3B — down 12% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of MUSA and 23 opened new positions — a net loss of 13 holders — while 106 trimmed existing stakes and 64 added.

The largest buyer was JP Morgan Chase, adding an estimated $26.4M. The largest seller was Millennium Management, cutting an estimated $42.5M.

  • 251 institutional investors held Murphy USA (MUSA) as of Q3 2017, down from 267 in Q2 2017.
  • Funds reported $2.3B of Murphy USA stock for Q3 2017, down 12% quarter-over-quarter.
  • 23 funds opened new Murphy USA positions in Q3 2017 and 36 closed out, a net change of -13 holders.
  • The largest Murphy USA buyer in Q3 2017 was JP Morgan Chase, an estimated $26.4M added.
  • The largest Murphy USA seller in Q3 2017 was Millennium Management, an estimated $42.5M sold.

Based on aggregated 13F filings for Q3 2017.