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Murphy USA

265 hedge funds and large institutions have $2.3B invested in Murphy USA in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 93 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

1% more funds holding

Funds holding: 263265 (+2)

1% less capital invested

Capital invested by funds: $2.33B → $2.3B (-$21.4M)

1.54% less ownership

Funds ownership: 86.02%84.49% (-1.5%)

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 93

30% less call options, than puts

Call options by funds: $8.32M | Put options by funds: $11.8M

Holders
265
Holders Change
+2
Holders Change %
+0.76%
% of All Funds
5.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
74
Reduced
93
Closed
34
Calls
$8.32M
Puts
$11.8M
Net Calls
-$3.49M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$299M -$2.96M -33,687 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M +$5.07M +57,702 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$98.8M -$3.07M -34,887 -3%
State Street
4
State Street
Massachusetts
$91.7M -$7.98M -90,696 -8%
ClearBridge Investments
5
ClearBridge Investments
New York
$88.6M -$22.8M -259,751 -20%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$85.5M -$2.99M -33,959 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$84.8M +$628K +7,145 +0.7%
AQR Capital Management
8
AQR Capital Management
Connecticut
$69.1M +$6.63M +75,404 +10%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$58.5M -$27K -307 -0%
Goldman Sachs
10
Goldman Sachs
New York
$58.1M -$6.65M -75,617 -10%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$49.5M -$7.01M -79,699 -12%
Brown Advisory
12
Brown Advisory
Maryland
$48M -$1.38M -15,716 -3%
AllianceBernstein
13
AllianceBernstein
Tennessee
$45.7M -$28.5M -323,524 -38%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$44.4M +$8.53M +97,037 +23%
American Century Companies
15
American Century Companies
Missouri
$44.2M +$10.8M +122,794 +31%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$43.9M +$1.67M +18,992 +4%
Invesco
17
Invesco
Georgia
$43M +$33.9M +385,800 +327%
Northern Trust
18
Northern Trust
Illinois
$42.1M +$836K +9,503 +2%
RRAM
19
River Road Asset Management
Kentucky
$36.9M +$2.85M +32,359 +8%
CB
20
Cadence Bank
Mississippi
$36.7M
Norges Bank
21
Norges Bank
Norway
$34.9M +$1.86M +21,099 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$34.6M -$856K -9,730 -2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$33.1M +$1.33M +15,157 +4%
Renaissance Technologies
24
Renaissance Technologies
New York
$32.7M +$7.73M +87,900 +30%
SAM
25
Southernsun Asset Management
Tennessee
$30M -$6.19M -70,424 -17%

MUSA Hedge Fund Activity: Q3 2019 in Review

265 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q3 2019, worth a combined $2.3B — down 0.92% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MUSA positions and 34 closed out — a net gain of 2 holders — while 74 added to existing stakes and 93 trimmed.

The largest buyer was Invesco, adding an estimated $33.9M. The largest seller was AllianceBernstein, cutting an estimated $28.5M.

  • 265 institutional investors held Murphy USA (MUSA) as of Q3 2019, up from 263 in Q2 2019.
  • Funds reported $2.3B of Murphy USA stock for Q3 2019, down 0.92% quarter-over-quarter.
  • 36 funds opened new Murphy USA positions in Q3 2019 and 34 closed out, a net change of +2 holders.
  • The largest Murphy USA buyer in Q3 2019 was Invesco, an estimated $33.9M added.
  • The largest Murphy USA seller in Q3 2019 was AllianceBernstein, an estimated $28.5M sold.

Based on aggregated 13F filings for Q3 2019.