We are live on ! Find out more
MUSA icon

Murphy USA

273 hedge funds and large institutions have $2.16B invested in Murphy USA in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 102 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $5.51M | Put options by funds: $3.65M

1.52% less ownership

Funds ownership: 85.89%84.37% (-1.5%)

8% less funds holding

Funds holding: 298273 (-25)

25% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 102

30% less capital invested

Capital invested by funds: $3.09B → $2.16B (-$931M)

40% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
273
Holders Change
-25
Holders Change %
-8.39%
% of All Funds
6.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
77
Reduced
102
Closed
55
Calls
$5.51M
Puts
$3.65M
Net Calls
+$1.86M
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$284M -$24.7M -238,113 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$262M +$10.1M +97,243 +3%
Victory Capital Management
3
Victory Capital Management
Texas
$104M +$75.5M +727,900 +144%
JP Morgan Chase
4
JP Morgan Chase
New York
$99.8M +$12.3M +118,131 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$88.7M -$6.73M -64,838 -6%
State Street
6
State Street
Massachusetts
$87M +$1.91M +18,383 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$64M -$6.92M -66,666 -8%
Goldman Sachs
8
Goldman Sachs
New York
$63.5M +$32.1M +309,809 +70%
ClearBridge Investments
9
ClearBridge Investments
New York
$57.7M +$2.91M +28,078 +4%
Renaissance Technologies
10
Renaissance Technologies
New York
$57.3M +$21.1M +203,100 +43%
AQR Capital Management
11
AQR Capital Management
Connecticut
$47.5M -$24M -230,823 -29%
AllianceBernstein
12
AllianceBernstein
Tennessee
$47.4M +$14M +134,777 +32%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$39.7M -$21.4M -206,040 -30%
Northern Trust
14
Northern Trust
Illinois
$39.5M +$21.1K +203 +0%
CB
15
Cadence Bank
Mississippi
$36.3M +$623 +6 +0%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$34.7M +$2.98M +28,669 +7%
Norges Bank
17
Norges Bank
Norway
$33.1M -$1.78M -17,122 -4%
Brown Advisory
18
Brown Advisory
Maryland
$32.4M -$7.41M -71,359 -16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$31.4M -$5.11M -49,217 -12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$29.4M -$12.4M -119,180 -25%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$29.1M -$18M -173,434 -33%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$28.6M -$19.1M -184,413 -35%
RRAM
23
River Road Asset Management
Kentucky
$28.6M +$2.24M +21,583 +7%
N
24
Nuveen
North Carolina
$23.1M +$338K +3,256 +1%
HighTower Advisors
25
HighTower Advisors
Illinois
$21M +$244K +2,347 +1%

MUSA Hedge Fund Activity: Q1 2020 in Review

273 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2020, worth a combined $2.16B — down 30% from $3.09B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of MUSA and 33 opened new positions — a net loss of 22 holders — while 102 trimmed existing stakes and 77 added.

The largest buyer was Victory Capital Management, adding an estimated $75.5M. The largest seller was Morgan Stanley, cutting an estimated $30M.

  • 273 institutional investors held Murphy USA (MUSA) as of Q1 2020, down from 298 in Q4 2019.
  • Funds reported $2.16B of Murphy USA stock for Q1 2020, down 30% quarter-over-quarter.
  • 33 funds opened new Murphy USA positions in Q1 2020 and 55 closed out, a net change of -22 holders.
  • The largest Murphy USA buyer in Q1 2020 was Victory Capital Management, an estimated $75.5M added.
  • The largest Murphy USA seller in Q1 2020 was Morgan Stanley, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2020.