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Murphy USA

273 hedge funds and large institutions have $2.39B invested in Murphy USA in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $8.4M

16% more capital invested

Capital invested by funds: $2.06B → $2.39B (+$325M)

3.28% more ownership

Funds ownership: 83.53%86.82% (+3.3%)

3% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 37

2% less funds holding

Funds holding: 278273 (-5)

17% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 94

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
273
Holders Change
-5
Holders Change %
-1.8%
% of All Funds
5.91%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
36
Increased
78
Reduced
94
Closed
37
Calls
$26.8M
Puts
$8.4M
Net Calls
+$18.4M
Net Calls Change
-$6.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$306M +$6.71M +84,919 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$253M +$8.53M +107,972 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$104M -$19.5M -246,877 -17%
ClearBridge Investments
4
ClearBridge Investments
New York
$104M -$427K -5,400 -0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$102M -$358K -4,529 -0.4%
State Street
6
State Street
Massachusetts
$98.1M -$2.01M -25,413 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$83.5M +$37M +468,295 +92%
AllianceBernstein
8
AllianceBernstein
Tennessee
$68.5M +$25.7M +325,657 +69%
Brown Advisory
9
Brown Advisory
Maryland
$63.2M +$25.9M +328,266 +80%
AQR Capital Management
10
AQR Capital Management
Connecticut
$54.8M -$5.96M -75,365 -11%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$51.2M +$29.9M +378,316 +172%
Goldman Sachs
12
Goldman Sachs
New York
$49.5M +$25.4M +321,332 +125%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$46.8M +$5.79M +73,317 +15%
SAM
14
Southernsun Asset Management
Tennessee
$44.7M -$8.95M -113,210 -18%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$42.8M +$156K +1,975 +0.4%
SAM
16
Silvercrest Asset Management
New York
$41.9M -$2.25M -28,432 -5%
Northern Trust
17
Northern Trust
Illinois
$40.9M +$315K +3,984 +0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$36.9M +$7.09M +89,713 +26%
CB
19
Cadence Bank
Mississippi
$36.9M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$33.8M +$3.17M +40,129 +11%
Norges Bank
21
Norges Bank
Norway
$33.2M +$3.97M +50,190 +15%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$29.7M +$6.42M +81,300 +31%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$29.7M +$1.42M +17,931 +5%
RRAM
24
River Road Asset Management
Kentucky
$29M -$525K -6,650 -2%
LSV Asset Management
25
LSV Asset Management
Illinois
$28.1M -$25.8M -326,181 -50%

MUSA Hedge Fund Activity: Q1 2019 in Review

273 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2019, worth a combined $2.39B — up 16% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MUSA and 36 opened new positions — a net loss of 1 holder — while 94 trimmed existing stakes and 78 added.

The largest buyer was Fidelity Investments, adding an estimated $37M. The largest seller was LSV Asset Management, cutting an estimated $25.8M.

  • 273 institutional investors held Murphy USA (MUSA) as of Q1 2019, down from 278 in Q4 2018.
  • Funds reported $2.39B of Murphy USA stock for Q1 2019, up 16% quarter-over-quarter.
  • 36 funds opened new Murphy USA positions in Q1 2019 and 37 closed out, a net change of -1 holder.
  • The largest Murphy USA buyer in Q1 2019 was Fidelity Investments, an estimated $37M added.
  • The largest Murphy USA seller in Q1 2019 was LSV Asset Management, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2019.