MV Oil Trust
MVO
MVO was delisted on the 24th of July, 2026.
28 hedge funds and large institutions have $14M invested in MV Oil Trust in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 8 closing their positions.
9% more call options, than puts
Call options by funds: $389K | Put options by funds: $357K
3% more capital invested
Capital invested by funds: $13.6M → $14M (+$396K)
0.45% less ownership
Funds ownership: 4.68% → 4.23% (-0.45%)
10% less funds holding
Funds holding: 31 → 28 (-3)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
+$206K |
| 2 |
CNB
City National Bank
Beverly Hills,
California
|
+$193K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$56.5K |
| 4 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
+$28.4K |
| 5 |
AIG
American International Group
New York
|
+$26.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$890K |
| 2 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$297K |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$247K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$114K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
-$67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $5.76K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $3K | +$2.35K | +91 | New |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $1K | +$1.08K | +42 | New |
|
|
29
Renaissance Technologies
New York
| – | -$890K | -35,391 | Closed |
|
|
HFS
30
HL Financial Services
Louisville,
Kentucky
| – | -$297K | -11,817 | Closed |
|
|
ZIM
31
Zacks Investment Management
Chicago,
Illinois
| – | -$247K | -9,803 | Closed |
|
|
32
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$114K | -4,541 | Closed |
|
|
WA
33
WFG Advisors
Dallas,
Texas
| – | -$67K | -2,645 | Closed |
|
34
US Bancorp
Minneapolis,
Minnesota
| – | -$47K | -1,886 | Closed |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$26K | -1,050 | Closed |
|
36
AllianceBernstein
Nashville,
Tennessee
| – | -$1K | -36 | Closed |
|
MVO Hedge Fund Activity: Q2 2014 in Review
28 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q2 2014, worth a combined $14M — up 2.9% from $13.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MVO and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 6 added.
The largest buyer was Bridgecreek Investment Management, adding an estimated $206K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $890K sold.
- 28 institutional investors held MV Oil Trust (MVO) as of Q2 2014, down from 31 in Q1 2014.
- Funds reported $14M of MV Oil Trust stock for Q2 2014, up 2.9% quarter-over-quarter.
- 5 funds opened new MV Oil Trust positions in Q2 2014 and 8 closed out, a net change of -3 holders.
- The largest MV Oil Trust buyer in Q2 2014 was Bridgecreek Investment Management, an estimated $206K added.
- The largest MV Oil Trust seller in Q2 2014 was Renaissance Technologies, an estimated $890K sold.
Based on aggregated 13F filings for Q2 2014.