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Murphy USA

274 hedge funds and large institutions have $2.55B invested in Murphy USA in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 59 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,874% more call options, than puts

Call options by funds: $7.66M | Put options by funds: $96K

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

11% more capital invested

Capital invested by funds: $2.3B → $2.55B (+$243M)

9% more funds holding

Funds holding: 251274 (+23)

1.54% less ownership

Funds ownership: 92.58%91.04% (-1.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

46% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 110

Holders
274
Holders Change
+23
Holders Change %
+9.16%
% of All Funds
6.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
52
Increased
59
Reduced
110
Closed
27
Calls
$7.66M
Puts
$96K
Net Calls
+$7.56M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$220M -$2.26M -29,954 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$219M -$4.36M -57,736 -2%
SAM
3
Southernsun Asset Management
Tennessee
$208M -$23M -304,195 -11%
IAM
4
Iridian Asset Management
Connecticut
$165M -$22.8M -301,370 -13%
JP Morgan Chase
5
JP Morgan Chase
New York
$130M +$1.92M +25,414 +2%
LSV Asset Management
6
LSV Asset Management
Illinois
$128M +$5.12M +67,800 +4%
State Street
7
State Street
Massachusetts
$97.9M +$13.1M +173,865 +17%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$90.5M -$1.75M -23,210 -2%
CB
9
Cadence Bank
Mississippi
$83.1M +$78.2M +1,034,608 New
ClearBridge Investments
10
ClearBridge Investments
New York
$76.8M +$5.61M +74,236 +8%
SAM
11
Silvercrest Asset Management
New York
$61.5M +$144K +1,903 +0.2%
Brown Advisory
12
Brown Advisory
Maryland
$53.5M -$5.92M -78,422 -11%
AQR Capital Management
13
AQR Capital Management
Connecticut
$51.4M -$3.2M -42,360 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$48.6M -$4.62M -61,184 -9%
Goldman Sachs
15
Goldman Sachs
New York
$46M -$10.1M -133,470 -19%
RRAM
16
River Road Asset Management
Kentucky
$45.7M -$9.67M -127,990 -18%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$42.3M +$75.5K +1,000 +0.2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$42M -$3.99M -52,844 -9%
HighTower Advisors
19
HighTower Advisors
Illinois
$36.9M -$895K -11,842 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$30.6M -$1.99M -26,371 -6%
GI
21
GAMCO Investors
Connecticut
$26.5M -$1.06M -14,005 -4%
Northern Trust
22
Northern Trust
Illinois
$25.3M -$2.21M -29,287 -9%
Norges Bank
23
Norges Bank
Norway
$23.3M +$6.86M +90,793 +46%
CLM
24
ClearBridge LLC (Maryland)
Maryland
$22.3M -$3.33M -44,030 -14%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$21.9M -$749K -9,913 -4%

MUSA Hedge Fund Activity: Q4 2017 in Review

274 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q4 2017, worth a combined $2.55B — up 11% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MUSA positions and 27 closed out — a net gain of 25 holders — while 59 added to existing stakes and 110 trimmed.

The largest buyer was State Street, adding an estimated $13.1M. The largest seller was Tyvor Capital, exiting entirely with an estimated $32.3M sold.

  • 274 institutional investors held Murphy USA (MUSA) as of Q4 2017, up from 251 in Q3 2017.
  • Funds reported $2.55B of Murphy USA stock for Q4 2017, up 11% quarter-over-quarter.
  • 52 funds opened new Murphy USA positions in Q4 2017 and 27 closed out, a net change of +25 holders.
  • The largest Murphy USA buyer in Q4 2017 was State Street, an estimated $13.1M added.
  • The largest Murphy USA seller in Q4 2017 was Tyvor Capital, an estimated $32.3M sold.

Based on aggregated 13F filings for Q4 2017.