MV Oil Trust
MVO
MVO was delisted on the 24th of July, 2026.
23 hedge funds and large institutions have $2.88M invested in MV Oil Trust in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.
74% more capital invested
Capital invested by funds: $1.66M → $2.88M (+$1.22M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
17% more call options, than puts
Call options by funds: $63K | Put options by funds: $54K
5% more funds holding
Funds holding: 22 → 23 (+1)
0.09% less ownership
Funds ownership: 3.04% → 2.95% (-0.09%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$251K |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$62.8K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$10K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$6.08K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$189K |
| 2 |
SF
Symphony Financial
Houston,
Texas
|
-$101K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$52.7K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$17K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$16.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| – | +$6 | +1 | New |
|
MVO Hedge Fund Activity: Q2 2021 in Review
23 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q2 2021, worth a combined $2.88M — up 74% from $1.66M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MVO positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $251K. The largest seller was California Public Employees Retirement System, cutting an estimated $189K.
- 23 institutional investors held MV Oil Trust (MVO) as of Q2 2021, up from 22 in Q1 2021.
- Funds reported $2.88M of MV Oil Trust stock for Q2 2021, up 74% quarter-over-quarter.
- 4 funds opened new MV Oil Trust positions in Q2 2021 and 3 closed out, a net change of +1 holder.
- The largest MV Oil Trust buyer in Q2 2021 was Morgan Stanley, an estimated $251K added.
- The largest MV Oil Trust seller in Q2 2021 was California Public Employees Retirement System, an estimated $189K sold.
Based on aggregated 13F filings for Q2 2021.