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Murphy USA

428 hedge funds and large institutions have $5.13B invested in Murphy USA in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 129 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

62% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $23.3M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

6% more funds holding

Funds holding: 405428 (+23)

0.84% more ownership

Funds ownership: 83.2%84.04% (+0.84%)

4% less capital invested

Capital invested by funds: $5.34B → $5.13B (-$206M)

19% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 159

Holders
428
Holders Change
+23
Holders Change %
+5.68%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
72
Increased
129
Reduced
159
Closed
42
Calls
$37.6M
Puts
$23.3M
Net Calls
+$14.3M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$746M +$4.73M +16,328 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$598M +$14.1M +48,573 +2%
State Street
3
State Street
Massachusetts
$202M -$5.54M -19,122 -3%
Renaissance Technologies
4
Renaissance Technologies
New York
$150M +$6.26M +21,600 +4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$129M +$20.5M +70,813 +18%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$119M -$2.46M -8,482 -2%
ClearBridge Investments
7
ClearBridge Investments
New York
$118M -$6.18M -21,310 -5%
CB
8
Cadence Bank
Mississippi
$118M
Fidelity Investments
9
Fidelity Investments
Massachusetts
$113M -$11.4M -39,246 -9%
Morgan Stanley
10
Morgan Stanley
New York
$106M +$47.7M +164,519 +76%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$106M +$11.2M +38,796 +11%
Millennium Management
12
Millennium Management
New York
$99.4M +$23.4M +80,791 +29%
JP Morgan Chase
13
JP Morgan Chase
New York
$90.5M -$25.9M -89,387 -22%
RRAM
14
River Road Asset Management
Kentucky
$82.7M +$1.41M +4,877 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$77.8M -$1.1M -3,798 -1%
Northern Trust
16
Northern Trust
Illinois
$74.6M -$3.75M -12,918 -5%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$71.9M +$17.7M +61,188 +31%
Charles Schwab
18
Charles Schwab
California
$68.9M -$1.17M -4,042 -2%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$68.2M +$2.29M +7,902 +3%
Goldman Sachs
20
Goldman Sachs
New York
$67.7M -$30.9M -106,457 -31%
Brown Advisory
21
Brown Advisory
Maryland
$66.1M -$11.2M -38,674 -14%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$58.8M +$817K +2,819 +1%
Invesco
23
Invesco
Georgia
$53.6M +$5.69M +19,624 +11%
Norges Bank
24
Norges Bank
Norway
$51.9M +$19M +65,584 +55%
DCM
25
Driehaus Capital Management
Illinois
$46.8M +$8.71M +30,053 +22%

MUSA Hedge Fund Activity: Q4 2022 in Review

428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q4 2022, worth a combined $5.13B — down 3.9% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MUSA positions and 42 closed out — a net gain of 30 holders — while 129 added to existing stakes and 159 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.7M. The largest seller was LSV Asset Management, cutting an estimated $32.6M.

  • 428 institutional investors held Murphy USA (MUSA) as of Q4 2022, up from 405 in Q3 2022.
  • Funds reported $5.13B of Murphy USA stock for Q4 2022, down 3.9% quarter-over-quarter.
  • 72 funds opened new Murphy USA positions in Q4 2022 and 42 closed out, a net change of +30 holders.
  • The largest Murphy USA buyer in Q4 2022 was Morgan Stanley, an estimated $47.7M added.
  • The largest Murphy USA seller in Q4 2022 was LSV Asset Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q4 2022.