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Murphy USA

423 hedge funds and large institutions have $6B invested in Murphy USA in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 117 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

34% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $19M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more funds holding

Funds holding: 389423 (+34)

6% more capital invested

Capital invested by funds: $5.68B → $6B (+$315M)

2.29% less ownership

Funds ownership: 83.9%81.61% (-2.3%)

28% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 162

Holders
423
Holders Change
+34
Holders Change %
+8.74%
% of All Funds
6.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
81
Increased
117
Reduced
162
Closed
43
Calls
$25.5M
Puts
$19M
Net Calls
+$6.46M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$692M -$3.53M -11,122 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$685M -$13M -41,059 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$369M +$44.8M +140,879 +15%
State Street
4
State Street
Massachusetts
$200M -$1.26M -3,970 -0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$178M -$13M -40,831 -7%
Renaissance Technologies
6
Renaissance Technologies
New York
$170M +$3.49M +11,000 +2%
RRAM
7
River Road Asset Management
Kentucky
$147M -$7.34M -23,120 -5%
CB
8
Cadence Bank
Mississippi
$144M -$286K -900 -0.2%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$140M -$18.9M -59,427 -13%
ClearBridge Investments
10
ClearBridge Investments
New York
$132M -$5.87M -18,479 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$113M -$215K -676 -0.2%
JP Morgan Chase
12
JP Morgan Chase
New York
$109M -$5.37M -16,906 -5%
Invesco
13
Invesco
Georgia
$105M +$23M +72,537 +31%
JCM
14
Junto Capital Management
New York
$102M +$3.11M +9,802 +3%
Morgan Stanley
15
Morgan Stanley
New York
$101M +$16.3M +51,376 +21%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$82.7M +$182K +573 +0.2%
Victory Capital Management
17
Victory Capital Management
Texas
$77.4M -$5.45M -17,168 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$73.6M -$6.96M -21,914 -9%
LCOV
19
London Company of Virginia
Virginia
$71.4M -$1.39M -4,387 -2%
Norges Bank
20
Norges Bank
Norway
$67.6M +$782K +2,463 +1%
Charles Schwab
21
Charles Schwab
California
$65.8M +$335K +1,053 +0.5%
Capital World Investors
22
Capital World Investors
California
$59.8M
VRS
23
Virginia Retirement Systems
Virginia
$57.2M -$63.5K -200 -0.1%
Northern Trust
24
Northern Trust
Illinois
$56.2M +$952K +2,996 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$53.7M +$46.3M +145,602 +1,263%

MUSA Hedge Fund Activity: Q3 2023 in Review

423 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q3 2023, worth a combined $6B — up 5.5% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new MUSA positions and 43 closed out — a net gain of 38 holders — while 117 added to existing stakes and 162 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $46.3M. The largest seller was Millennium Management, cutting an estimated $179M.

  • 423 institutional investors held Murphy USA (MUSA) as of Q3 2023, up from 389 in Q2 2023.
  • Funds reported $6B of Murphy USA stock for Q3 2023, up 5.5% quarter-over-quarter.
  • 81 funds opened new Murphy USA positions in Q3 2023 and 43 closed out, a net change of +38 holders.
  • The largest Murphy USA buyer in Q3 2023 was Citadel Advisors, an estimated $46.3M added.
  • The largest Murphy USA seller in Q3 2023 was Millennium Management, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2023.