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Murphy USA

480 hedge funds and large institutions have $7.16B invested in Murphy USA in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 134 increasing their positions, 167 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 40

37% more call options, than puts

Call options by funds: $48M | Put options by funds: $35M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $6.09B → $7.16B (+$1.06B)

10% more funds holding

Funds holding: 437480 (+43)

1.75% more ownership

Funds ownership: 80.3%82.05% (+1.8%)

20% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 167

Holders
480
Holders Change
+43
Holders Change %
+9.84%
% of All Funds
6.91%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
84
Increased
134
Reduced
167
Closed
40
Calls
$48M
Puts
$35M
Net Calls
+$13M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$819M -$12.4M -31,632 -2%
BlackRock
2
BlackRock
New York
$773M -$60.4M -154,611 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$602M +$131M +335,033 +30%
State Street
4
State Street
Massachusetts
$256M +$6.26M +16,012 +3%
Renaissance Technologies
5
Renaissance Technologies
New York
$213M -$13.8M -35,200 -6%
Invesco
6
Invesco
Georgia
$212M +$22.1M +56,497 +13%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$201M +$29.8M +76,280 +19%
CB
8
Cadence Bank
Mississippi
$175M -$675K -1,726 -0.4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$165M -$39.7M -101,451 -20%
RRAM
10
River Road Asset Management
Kentucky
$156M -$7.34M -18,764 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$148M +$6.25M +15,997 +5%
Morgan Stanley
12
Morgan Stanley
New York
$133M -$96.7M -247,298 -44%
ClearBridge Investments
13
ClearBridge Investments
New York
$131M +$193K +494 +0.2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$103M +$594K +1,519 +0.6%
JP Morgan Chase
15
JP Morgan Chase
New York
$102M -$20.2M -51,716 -18%
Norges Bank
16
Norges Bank
Norway
$102M +$5.58M +14,268 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$85M -$5.44M -13,908 -6%
Victory Capital Management
18
Victory Capital Management
Texas
$83.1M +$3.37M +8,628 +5%
Charles Schwab
19
Charles Schwab
California
$81.7M +$100K +257 +0.1%
LCOV
20
London Company of Virginia
Virginia
$81.5M +$3.25M +8,325 +4%
Capital World Investors
21
Capital World Investors
California
$73.4M
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$70.9M -$2.39M -6,110 -3%
Northern Trust
23
Northern Trust
Illinois
$64.8M -$7.43M -18,995 -11%
CIC
24
Chilton Investment Company
Connecticut
$62.3M +$12.9M +33,056 +29%
HighTower Advisors
25
HighTower Advisors
Illinois
$60.5M +$139K +355 +0.2%

MUSA Hedge Fund Activity: Q1 2024 in Review

480 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Murphy USA (MUSA) for Q1 2024, worth a combined $7.16B — up 17% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MUSA positions and 40 closed out — a net gain of 44 holders — while 134 added to existing stakes and 167 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $96.7M.

  • 480 institutional investors held Murphy USA (MUSA) as of Q1 2024, up from 437 in Q4 2023.
  • Funds reported $7.16B of Murphy USA stock for Q1 2024, up 17% quarter-over-quarter.
  • 84 funds opened new Murphy USA positions in Q1 2024 and 40 closed out, a net change of +44 holders.
  • The largest Murphy USA buyer in Q1 2024 was Fidelity Investments, an estimated $131M added.
  • The largest Murphy USA seller in Q1 2024 was Morgan Stanley, an estimated $96.7M sold.

Based on aggregated 13F filings for Q1 2024.