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Murphy USA

274 hedge funds and large institutions have $2.2B invested in Murphy USA in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 124 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $3.54M

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

0% more funds holding

Funds holding: 274274 (0)

0.82% less ownership

Funds ownership: 91.04%90.22% (-0.82%)

14% less capital invested

Capital invested by funds: $2.55B → $2.2B (-$344M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

54% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 124

Holders
274
Holders Change
Holders Change %
0%
% of All Funds
6.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
57
Reduced
124
Closed
34
Calls
$10.3M
Puts
$3.54M
Net Calls
+$6.8M
Net Calls Change
-$755K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$199M -$56K -717 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$198M -$776K -9,936 -0.4%
SAM
3
Southernsun Asset Management
Tennessee
$166M -$24.5M -313,611 -12%
IAM
4
Iridian Asset Management
Connecticut
$130M -$20M -255,914 -12%
LSV Asset Management
5
LSV Asset Management
Illinois
$122M +$6.42M +82,200 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$107M -$12.4M -158,943 -10%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$83.4M +$1.57M +20,159 +2%
CB
8
Cadence Bank
Mississippi
$75.3M
State Street
9
State Street
Massachusetts
$74.2M -$15.5M -199,013 -16%
ClearBridge Investments
10
ClearBridge Investments
New York
$69.3M -$347K -4,445 -0.5%
SAM
11
Silvercrest Asset Management
New York
$55.8M +$99.9K +1,279 +0.2%
AQR Capital Management
12
AQR Capital Management
Connecticut
$45.6M -$1.05M -13,462 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$44.3M +$322K +4,126 +0.7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$42.4M +$4.33M +55,516 +11%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$38M -$7.81K -100 -0%
Goldman Sachs
16
Goldman Sachs
New York
$36.3M -$5.85M -74,956 -13%
Brown Advisory
17
Brown Advisory
Maryland
$33M -$16.6M -212,002 -32%
RRAM
18
River Road Asset Management
Kentucky
$32.5M -$9.63M -123,309 -22%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$27.4M -$383K -4,910 -1%
HighTower Advisors
20
HighTower Advisors
Illinois
$25.4M -$8.68M -111,144 -24%
Northern Trust
21
Northern Trust
Illinois
$22.2M -$745K -9,542 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$20.3M +$559K +7,162 +3%
GI
23
GAMCO Investors
Connecticut
$19.3M -$5.05M -64,627 -20%
Norges Bank
24
Norges Bank
Norway
$19.1M -$2.07M -26,534 -9%
CLM
25
ClearBridge LLC (Maryland)
Maryland
$15.4M -$5.17M -66,190 -24%

MUSA Hedge Fund Activity: Q1 2018 in Review

274 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2018, worth a combined $2.2B — down 14% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MUSA positions and 34 closed out — a net gain of 1 holder — while 57 added to existing stakes and 124 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $10.8M. The largest seller was Southernsun Asset Management, cutting an estimated $24.5M.

  • 274 institutional investors held Murphy USA (MUSA) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $2.2B of Murphy USA stock for Q1 2018, down 14% quarter-over-quarter.
  • 35 funds opened new Murphy USA positions in Q1 2018 and 34 closed out, a net change of +1 holder.
  • The largest Murphy USA buyer in Q1 2018 was Fuller & Thaler Asset Management, an estimated $10.8M added.
  • The largest Murphy USA seller in Q1 2018 was Southernsun Asset Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2018.