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Murphy USA

380 hedge funds and large institutions have $4.81B invested in Murphy USA in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 155 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $14.8M

2.66% more ownership

Funds ownership: 84.04%86.7% (+2.7%)

6% less capital invested

Capital invested by funds: $5.13B → $4.81B (-$318M)

11% less funds holding

Funds holding: 428380 (-48)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 155

54% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 82

Holders
380
Holders Change
-48
Holders Change %
-11.21%
% of All Funds
6.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
38
Increased
132
Reduced
155
Closed
82
Calls
$20.6M
Puts
$14.8M
Net Calls
+$5.83M
Net Calls Change
-$8.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$636M -$52.6M -202,112 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$561M +$9.08M +34,894 +2%
State Street
3
State Street
Massachusetts
$186M -$280K -1,078 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$155M -$8.09M -31,108 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$133M -$6.33M -24,324 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$129M +$24.7M +95,078 +24%
Millennium Management
7
Millennium Management
New York
$124M +$32.6M +125,273 +35%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$119M -$714K -2,745 -0.6%
RRAM
9
River Road Asset Management
Kentucky
$114M +$37.8M +145,265 +49%
CB
10
Cadence Bank
Mississippi
$109M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$108M -$1.78M -6,844 -2%
ClearBridge Investments
12
ClearBridge Investments
New York
$108M -$1.66M -6,397 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$86.4M +$2.85M +10,944 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$69.3M -$2.48M -9,520 -3%
Northern Trust
15
Northern Trust
Illinois
$66.9M -$1.98M -7,610 -3%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$62.9M -$134K -515 -0.2%
Goldman Sachs
17
Goldman Sachs
New York
$62.6M +$106K +407 +0.2%
Victory Capital Management
18
Victory Capital Management
Texas
$61.9M +$35.8M +137,709 +135%
Charles Schwab
19
Charles Schwab
California
$60.6M -$2.97M -11,416 -5%
Morgan Stanley
20
Morgan Stanley
New York
$60M -$38.3M -147,352 -39%
Invesco
21
Invesco
Georgia
$59.9M +$10.5M +40,319 +21%
LCOV
22
London Company of Virginia
Virginia
$53.6M +$35.2M +135,176 +187%
Brown Advisory
23
Brown Advisory
Maryland
$51.4M -$9.74M -37,424 -16%
Norges Bank
24
Norges Bank
Norway
$50.4M +$2.5M +9,619 +5%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$50.2M -$4.14M -15,926 -8%

MUSA Hedge Fund Activity: Q1 2023 in Review

380 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2023, worth a combined $4.81B — down 6.2% from $5.13B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MUSA and 38 opened new positions — a net loss of 44 holders — while 155 trimmed existing stakes and 132 added.

The largest buyer was Envestnet Asset Management, adding an estimated $62.1M. The largest seller was Acadian Asset Management, cutting an estimated $74.2M.

  • 380 institutional investors held Murphy USA (MUSA) as of Q1 2023, down from 428 in Q4 2022.
  • Funds reported $4.81B of Murphy USA stock for Q1 2023, down 6.2% quarter-over-quarter.
  • 38 funds opened new Murphy USA positions in Q1 2023 and 82 closed out, a net change of -44 holders.
  • The largest Murphy USA buyer in Q1 2023 was Envestnet Asset Management, an estimated $62.1M added.
  • The largest Murphy USA seller in Q1 2023 was Acadian Asset Management, an estimated $74.2M sold.

Based on aggregated 13F filings for Q1 2023.