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Murphy USA

405 hedge funds and large institutions have $5.34B invested in Murphy USA in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 111 increasing their positions, 159 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 29

97% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $37.6M

12% more capital invested

Capital invested by funds: $4.77B → $5.34B (+$563M)

10% more funds holding

Funds holding: 369405 (+36)

0.53% less ownership

Funds ownership: 83.73%83.2% (-0.53%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 159

Holders
405
Holders Change
+36
Holders Change %
+9.76%
% of All Funds
6.98%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
71
Increased
111
Reduced
159
Closed
29
Calls
$73.8M
Puts
$37.6M
Net Calls
+$36.3M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$729M +$22.4M +80,089 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$574M -$19.6M -70,031 -3%
State Street
3
State Street
Massachusetts
$204M -$2.05M -7,338 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$196M -$11.1M -39,631 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$142M -$11.4M -40,900 -7%
ClearBridge Investments
6
ClearBridge Investments
New York
$122M -$10.9M -39,059 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$122M -$5.66M -20,235 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$119M -$1.02M -3,655 -0.8%
CB
9
Cadence Bank
Mississippi
$116M
JP Morgan Chase
10
JP Morgan Chase
New York
$114M -$48M -171,693 -29%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$108M -$1.95M -6,956 -2%
Goldman Sachs
12
Goldman Sachs
New York
$95.8M +$4.37M +15,611 +5%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$93.3M +$79.4M +283,726 +511%
RRAM
14
River Road Asset Management
Kentucky
$80M -$60.3M -215,488 -43%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$77.5M -$1.78M -6,372 -2%
Northern Trust
16
Northern Trust
Illinois
$76.9M -$4.15M -14,831 -5%
Brown Advisory
17
Brown Advisory
Maryland
$75.6M -$20.6M -73,490 -21%
Millennium Management
18
Millennium Management
New York
$75.5M +$71.6M +255,948 +1,366%
Charles Schwab
19
Charles Schwab
California
$68.8M +$15.5M +55,536 +29%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$64.9M -$643K -2,300 -1%
Morgan Stanley
21
Morgan Stanley
New York
$59.2M +$1.55M +5,559 +3%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$57M -$3.86M -13,804 -6%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$53.8M -$10.2M -36,449 -16%
SAM
24
Southernsun Asset Management
Tennessee
$48.9M -$3.68M -13,140 -7%
Invesco
25
Invesco
Georgia
$47.3M +$8.96M +32,028 +23%

MUSA Hedge Fund Activity: Q3 2022 in Review

405 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q3 2022, worth a combined $5.34B — up 12% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new MUSA positions and 29 closed out — a net gain of 42 holders — while 111 added to existing stakes and 159 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $79.4M. The largest seller was LSV Asset Management, cutting an estimated $74.1M.

  • 405 institutional investors held Murphy USA (MUSA) as of Q3 2022, up from 369 in Q2 2022.
  • Funds reported $5.34B of Murphy USA stock for Q3 2022, up 12% quarter-over-quarter.
  • 71 funds opened new Murphy USA positions in Q3 2022 and 29 closed out, a net change of +42 holders.
  • The largest Murphy USA buyer in Q3 2022 was Acadian Asset Management, an estimated $79.4M added.
  • The largest Murphy USA seller in Q3 2022 was LSV Asset Management, an estimated $74.1M sold.

Based on aggregated 13F filings for Q3 2022.