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Murphy USA

437 hedge funds and large institutions have $6.09B invested in Murphy USA in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 137 increasing their positions, 161 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $29.8M

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

3% more funds holding

Funds holding: 423437 (+14)

2% more capital invested

Capital invested by funds: $6B → $6.09B (+$95M)

1.32% less ownership

Funds ownership: 81.61%80.3% (-1.3%)

15% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 161

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
437
Holders Change
+14
Holders Change %
+3.31%
% of All Funds
6.37%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
66
Increased
137
Reduced
161
Closed
46
Calls
$45.1M
Puts
$29.8M
Net Calls
+$15.3M
Net Calls Change
+$8.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$713M -$9.25M -25,540 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$708M -$7.06M -19,474 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$392M +$7.13M +19,670 +2%
State Street
4
State Street
Massachusetts
$212M +$3.3M +9,110 +2%
Morgan Stanley
5
Morgan Stanley
New York
$202M +$98.1M +270,725 +92%
Renaissance Technologies
6
Renaissance Technologies
New York
$193M +$16.5M +45,500 +9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$177M -$8.88M -24,517 -5%
Invesco
8
Invesco
Georgia
$160M +$50.7M +139,921 +45%
CB
9
Cadence Bank
Mississippi
$150M -$185K -512 -0.1%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$144M -$2.67M -7,357 -2%
RRAM
11
River Road Asset Management
Kentucky
$139M -$14.1M -38,937 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$120M +$2.66M +7,337 +2%
ClearBridge Investments
13
ClearBridge Investments
New York
$111M -$26.4M -72,954 -19%
JP Morgan Chase
14
JP Morgan Chase
New York
$105M -$9.09M -25,097 -8%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$86.9M +$592K +1,634 +0.7%
Norges Bank
16
Norges Bank
Norway
$81.6M +$11.2M +30,932 +16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$77.3M +$457K +1,262 +0.6%
JCM
18
Junto Capital Management
New York
$72.8M -$34.5M -95,106 -32%
Charles Schwab
19
Charles Schwab
California
$69.4M +$719K +1,986 +1%
Victory Capital Management
20
Victory Capital Management
Texas
$67.6M -$13.3M -36,786 -16%
LCOV
21
London Company of Virginia
Virginia
$66.3M -$8.28M -22,868 -11%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$62.5M +$23.2M +64,174 +58%
Capital World Investors
23
Capital World Investors
California
$62.4M
Northern Trust
24
Northern Trust
Illinois
$61.9M +$3.33M +9,205 +6%
HighTower Advisors
25
HighTower Advisors
Illinois
$51.3M -$1.23M -3,407 -2%

MUSA Hedge Fund Activity: Q4 2023 in Review

437 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q4 2023, worth a combined $6.09B — up 1.6% from $6B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MUSA positions and 46 closed out — a net gain of 20 holders — while 137 added to existing stakes and 161 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $98.1M. The largest seller was Citadel Advisors, cutting an estimated $56.8M.

  • 437 institutional investors held Murphy USA (MUSA) as of Q4 2023, up from 423 in Q3 2023.
  • Funds reported $6.09B of Murphy USA stock for Q4 2023, up 1.6% quarter-over-quarter.
  • 66 funds opened new Murphy USA positions in Q4 2023 and 46 closed out, a net change of +20 holders.
  • The largest Murphy USA buyer in Q4 2023 was Morgan Stanley, an estimated $98.1M added.
  • The largest Murphy USA seller in Q4 2023 was Citadel Advisors, an estimated $56.8M sold.

Based on aggregated 13F filings for Q4 2023.