MVO

MV Oil Trust
MVO

Overview Fund Activity

30 hedge funds and large institutions have $13.1M invested in MV Oil Trust in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
5
Closed
2
Calls
$39K
Puts
$26K
Net Calls
+$13K
Net Calls Change
-$19K

Top Buyers

1
HFS
HL Financial Services
Kentucky
$328K
2
BIM
Bridgecreek Investment Management
Oklahoma
$6.76M
3
LPL Financial
LPL Financial
California
$643K
4
WF
WealthTrust Fairport
Ohio
$41K
5
BFEC
Benjamin F. Edwards & Company
Missouri
$52K

Top Sellers

1
CNB
City National Bank
California
$0
2
ANTB
AMG National Trust Bank
Colorado
$922K
3
Bank of America
Bank of America
North Carolina
$660K
4
USGIU
U.S. Global Investors (USGI)
Texas
$10K
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
USGIU
26
U.S. Global Investors (USGI)
Texas
$10K -$17.5K -700 -64%
WAS
27
Winch Advisory Services
Wisconsin
$8K +$2.67K +100 +50%
WEC
28
Winslow Evans & Crocker
Massachusetts
$5.23K – – –
NFG
29
Next Financial Group
Texas
$5K +$5K +200 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$1K – – –
CNB
31
City National Bank
California
– -$216K -7,500 Closed
TRCT
32
Tower Research Capital (TRC)
New York
– -$3K -91 Closed
1
2