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Murphy USA

325 hedge funds and large institutions have $4.12B invested in Murphy USA in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 84 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

15% more capital invested

Capital invested by funds: $3.58B → $4.12B (+$538M)

13% more call options, than puts

Call options by funds: $9.84M | Put options by funds: $8.71M

8% more funds holding

Funds holding: 302325 (+23)

2.15% less ownership

Funds ownership: 83.03%80.88% (-2.2%)

33% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 125

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
325
Holders Change
+23
Holders Change %
+7.62%
% of All Funds
5%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
84
Reduced
125
Closed
23
Calls
$9.84M
Puts
$8.71M
Net Calls
+$1.14M
Net Calls Change
-$8.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$525M +$7.12M +39,819 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$466M -$629K -3,517 -0.1%
JP Morgan Chase
3
JP Morgan Chase
New York
$193M -$43.5M -243,298 -20%
RRAM
4
River Road Asset Management
Kentucky
$168M -$41.7M -233,392 -22%
State Street
5
State Street
Massachusetts
$162M +$2.28M +12,774 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$148M -$3.78M -21,146 -3%
LSV Asset Management
7
LSV Asset Management
Illinois
$127M +$6.94M +38,835 +6%
ClearBridge Investments
8
ClearBridge Investments
New York
$121M -$7.64M -42,728 -7%
Renaissance Technologies
9
Renaissance Technologies
New York
$104M -$8.4M -47,000 -8%
Victory Capital Management
10
Victory Capital Management
Texas
$93.6M +$19.4M +108,737 +30%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$86.5M +$1.49M +8,343 +2%
CB
12
Cadence Bank
Mississippi
$84M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$80.5M +$213K +1,191 +0.3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$76.9M +$4.01M +22,448 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$73.3M -$2.38M -13,300 -3%
Brown Advisory
16
Brown Advisory
Maryland
$69.9M -$682K -3,815 -1%
Northern Trust
17
Northern Trust
Illinois
$68.1M -$1.05M -5,885 -2%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$66.6M -$14.2M -79,599 -19%
AII
19
AGF Investments Inc
Ontario, Canada
$64.4M +$2.98M +16,670 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$57M -$6.4M -35,813 -11%
Goldman Sachs
21
Goldman Sachs
New York
$54.5M +$22.4M +125,270 +85%
LPAM
22
Legion Partners Asset Management
California
$44M +$1.08M +6,015 +3%
Charles Schwab
23
Charles Schwab
California
$41.8M +$622K +3,481 +2%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$40.7M +$9.32M +52,127 +34%
SAM
25
Southernsun Asset Management
Tennessee
$37M -$12.4M -69,408 -27%

MUSA Hedge Fund Activity: Q4 2021 in Review

325 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q4 2021, worth a combined $4.12B — up 15% from $3.58B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MUSA positions and 23 closed out — a net gain of 28 holders — while 84 added to existing stakes and 125 trimmed.

The largest buyer was Marshall Wace, adding an estimated $24.6M. The largest seller was JP Morgan Chase, cutting an estimated $43.5M.

  • 325 institutional investors held Murphy USA (MUSA) as of Q4 2021, up from 302 in Q3 2021.
  • Funds reported $4.12B of Murphy USA stock for Q4 2021, up 15% quarter-over-quarter.
  • 51 funds opened new Murphy USA positions in Q4 2021 and 23 closed out, a net change of +28 holders.
  • The largest Murphy USA buyer in Q4 2021 was Marshall Wace, an estimated $24.6M added.
  • The largest Murphy USA seller in Q4 2021 was JP Morgan Chase, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2021.