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Murphy USA

389 hedge funds and large institutions have $5.68B invested in Murphy USA in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

18% more capital invested

Capital invested by funds: $4.81B → $5.68B (+$870M)

2% more funds holding

Funds holding: 380389 (+9)

3% more call options, than puts

Call options by funds: $136M | Put options by funds: $133M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.8% less ownership

Funds ownership: 86.7%83.9% (-2.8%)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

Holders
389
Holders Change
+9
Holders Change %
+2.37%
% of All Funds
6.11%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
53
Increased
124
Reduced
147
Closed
42
Calls
$136M
Puts
$133M
Net Calls
+$3.65M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$636M -$35.7M -127,582 -6%
BlackRock
2
BlackRock
New York
$633M -$120M -429,598 -17%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$292M +$124M +441,312 +89%
Millennium Management
4
Millennium Management
New York
$198M +$43.6M +155,633 +32%
State Street
5
State Street
Massachusetts
$184M -$37M -132,313 -18%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$175M -$10.6M -37,740 -6%
Renaissance Technologies
7
Renaissance Technologies
New York
$151M -$7.8M -27,876 -5%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$146M +$2.96M +10,584 +2%
RRAM
9
River Road Asset Management
Kentucky
$141M +$3.11M +11,108 +3%
CB
10
Cadence Bank
Mississippi
$131M
ClearBridge Investments
11
ClearBridge Investments
New York
$126M -$3.63M -12,973 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$105M +$613K +2,191 +0.7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$103M -$24.7M -88,259 -21%
JCM
14
Junto Capital Management
New York
$90.1M +$44.7M +159,822 +123%
Victory Capital Management
15
Victory Capital Management
Texas
$75.8M +$1.02M +3,654 +2%
Morgan Stanley
16
Morgan Stanley
New York
$75.7M +$3M +10,709 +5%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$75.1M -$586K -2,093 -0.9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$73.8M -$8.76M -31,304 -12%
Invesco
19
Invesco
Georgia
$73.4M +$1.05M +3,745 +2%
LCOV
20
London Company of Virginia
Virginia
$66.4M +$1.61M +5,748 +3%
Norges Bank
21
Norges Bank
Norway
$60.8M
Charles Schwab
22
Charles Schwab
California
$59.6M -$12.1M -43,384 -18%
SAM
23
Southernsun Asset Management
Tennessee
$58.3M +$1.71M +6,116 +3%
Capital World Investors
24
Capital World Investors
California
$54.4M
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$53.3M +$28.3M +101,124 +144%

MUSA Hedge Fund Activity: Q2 2023 in Review

389 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q2 2023, worth a combined $5.68B — up 18% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MUSA positions and 42 closed out — a net gain of 11 holders — while 124 added to existing stakes and 147 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was BlackRock, cutting an estimated $120M.

  • 389 institutional investors held Murphy USA (MUSA) as of Q2 2023, up from 380 in Q1 2023.
  • Funds reported $5.68B of Murphy USA stock for Q2 2023, up 18% quarter-over-quarter.
  • 53 funds opened new Murphy USA positions in Q2 2023 and 42 closed out, a net change of +11 holders.
  • The largest Murphy USA buyer in Q2 2023 was Fidelity Investments, an estimated $124M added.
  • The largest Murphy USA seller in Q2 2023 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2023.