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MVO

MV Oil Trust
MVO

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 3128 (-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

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
7
Closed
8
Calls
$389K
Puts
$357K
Net Calls
+$32K
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1
Bridgecreek Investment Management
Oklahoma
$7.36M +$206K +7,975 +3%
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$1.56M
ANTB
3
AMG National Trust Bank
Colorado
$1.12M -$23.1K -896 -2%
Bank of America
4
Bank of America
North Carolina
$753K +$56.5K +2,191 +9%
TYCC
5
Texas Yale Capital Corp
Florida
$725K -$14.8K -573 -2%
LPL Financial
6
LPL Financial
California
$624K +$2.19K +85 +0.4%
CL
7
CSS LLC
Illinois
$589K
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$225K
CNB
9
City National Bank
California
$216K +$193K +7,500 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$182K +$5.39K +209 +3%
Morgan Stanley
11
Morgan Stanley
New York
$152K -$64.6K -2,504 -32%
Wells Fargo
12
Wells Fargo
California
$115K -$8.2K -318 -7%
DADC
13
D.A. Davidson & Co
Montana
$63K
Group One Trading
14
Group One Trading
Illinois
$45K -$2.58K -100 -6%
Creative Planning
15
Creative Planning
Kansas
$43K -$11.6K -450 -23%
U
16
UBS
Switzerland
$42K -$37.2K -1,443 -50%
Ameriprise
17
Ameriprise
Minnesota
$35K
AIG
18
American International Group
New York
$33.5K +$26.4K +1,025 +748%
USGIU
19
U.S. Global Investors (USGI)
Texas
$31K +$28.4K +1,100 New
PFO
20
Pathstone Family Office
New Jersey
$29K
Citigroup
21
Citigroup
New York
$20K +$15.4K +599 +593%
KIG
22
Kessler Investment Group
Indiana
$15K
First Manhattan
23
First Manhattan
New York
$14K
BFEC
24
Benjamin F. Edwards & Company
Missouri
$14K +$12.9K +500 New
WAS
25
Winch Advisory Services
Wisconsin
$6K

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.