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Murphy USA

302 hedge funds and large institutions have $3.58B invested in Murphy USA in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 134 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $6.25M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

22% more capital invested

Capital invested by funds: $2.94B → $3.58B (+$645M)

4% more funds holding

Funds holding: 289302 (+13)

0.83% more ownership

Funds ownership: 82.2%83.03% (+0.83%)

50% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 134

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
5.29%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
41
Increased
67
Reduced
134
Closed
25
Calls
$16.1M
Puts
$6.25M
Net Calls
+$9.85M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$434M -$34M -225,667 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M -$15.9M -105,759 -4%
JP Morgan Chase
3
JP Morgan Chase
New York
$202M -$52.7M -349,155 -22%
RRAM
4
River Road Asset Management
Kentucky
$180M -$5.8M -38,486 -3%
State Street
5
State Street
Massachusetts
$134M -$11.2M -74,392 -8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$128M -$822K -5,449 -0.7%
ClearBridge Investments
7
ClearBridge Investments
New York
$108M +$4.41M +29,257 +5%
LSV Asset Management
8
LSV Asset Management
Illinois
$100M +$75.6M +501,150 +514%
Renaissance Technologies
9
Renaissance Technologies
New York
$95.6M -$7.39M -49,000 -8%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$71.2M +$51.1K +339 +0.1%
CB
11
Cadence Bank
Mississippi
$70.5M -$45.2K -300 -0.1%
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$69.2M -$2.31M -15,348 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$67.4M -$3.6M -23,894 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$63.7M +$19.7M +130,708 +52%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$60.8M -$9.11M -60,396 -14%
Victory Capital Management
16
Victory Capital Management
Texas
$60.4M +$11.8M +78,147 +28%
Brown Advisory
17
Brown Advisory
Maryland
$59.3M +$2.78M +18,412 +5%
Northern Trust
18
Northern Trust
Illinois
$58.2M -$3.2M -21,212 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$53.8M -$268K -1,777 -0.5%
AII
20
AGF Investments Inc
Ontario, Canada
$51.2M +$6.01M +39,842 +15%
JCM
21
Junto Capital Management
New York
$44.6M -$2.07M -13,757 -5%
SAM
22
Southernsun Asset Management
Tennessee
$42.7M +$814K +5,400 +2%
Invesco
23
Invesco
Georgia
$40.9M -$4.69M -31,105 -11%
AllianceBernstein
24
AllianceBernstein
Tennessee
$37.8M -$8.72M -57,843 -20%
LPAM
25
Legion Partners Asset Management
California
$36M +$32.4M +215,000 New

MUSA Hedge Fund Activity: Q3 2021 in Review

302 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q3 2021, worth a combined $3.58B — up 22% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MUSA positions and 25 closed out — a net gain of 16 holders — while 67 added to existing stakes and 134 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $75.6M. The largest seller was JP Morgan Chase, cutting an estimated $52.7M.

  • 302 institutional investors held Murphy USA (MUSA) as of Q3 2021, up from 289 in Q2 2021.
  • Funds reported $3.58B of Murphy USA stock for Q3 2021, up 22% quarter-over-quarter.
  • 41 funds opened new Murphy USA positions in Q3 2021 and 25 closed out, a net change of +16 holders.
  • The largest Murphy USA buyer in Q3 2021 was LSV Asset Management, an estimated $75.6M added.
  • The largest Murphy USA seller in Q3 2021 was JP Morgan Chase, an estimated $52.7M sold.

Based on aggregated 13F filings for Q3 2021.