MV Oil Trust
MVO
MVO was delisted on the 24th of July, 2026.
21 hedge funds and large institutions have $2.79M invested in MV Oil Trust in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 11 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
1.45% less ownership
Funds ownership: 3.51% → 2.06% (-1.5%)
34% less funds holding
Funds holding: 32 → 21 (-11)
55% less capital invested
Capital invested by funds: $6.22M → $2.79M (-$3.42M)
82% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 11
83% less call options, than puts
Call options by funds: $197K | Put options by funds: $1.18M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$450K |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$202K |
| 3 |
BlackRock
New York
|
+$14.3K |
| 4 |
PA
PSI Advisors
Tampa,
Florida
|
+$13.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$584K |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$397K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$249K |
| 4 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
-$204K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$92.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| – | -$178 | -10,900 | Closed |
|
27
Acadian Asset Management
Boston,
Massachusetts
| – | -$83K | -5,102 | Closed |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| – | -$6.53K | -400 | Closed |
|
|
MWM
29
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$6.04K | -370 | Closed |
|
30
Simplex Trading
Chicago,
Illinois
| – | -$4.18K | -315 | Closed |
|
31
US Bancorp
Minneapolis,
Minnesota
| – | -$2.94K | -180 | Closed |
|
|
MCC
32
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$817 | -50 | Closed |
|
MVO Hedge Fund Activity: Q1 2023 in Review
21 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q1 2023, worth a combined $2.79M — down 55% from $6.22M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of MVO and 2 opened new positions — a net loss of 9 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, adding an estimated $450K. The largest seller was Morgan Stanley, cutting an estimated $584K.
- 21 institutional investors held MV Oil Trust (MVO) as of Q1 2023, down from 32 in Q4 2022.
- Funds reported $2.79M of MV Oil Trust stock for Q1 2023, down 55% quarter-over-quarter.
- 2 funds opened new MV Oil Trust positions in Q1 2023 and 11 closed out, a net change of -9 holders.
- The largest MV Oil Trust buyer in Q1 2023 was Susquehanna International Group, an estimated $450K added.
- The largest MV Oil Trust seller in Q1 2023 was Morgan Stanley, an estimated $584K sold.
Based on aggregated 13F filings for Q1 2023.