MVO

MV Oil Trust
MVO

Overview Fund Activity

37 hedge funds and large institutions have $9.87M invested in MV Oil Trust in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
10
Closed
6
Calls
$310K
Puts
$693K
Net Calls
-$383K
Net Calls Change
-$139K

Top Buyers

1
FCH
1
Freestone Capital Holdings
Washington
$662K
2
GCP
2
GSA Capital Partners
United Kingdom
$1.04M
3
Morgan Stanley
3
Morgan Stanley
New York
$163K
4
SIC
4
Shoker Investment Counsel
Ohio
$262K
5
PG
5
PEAK6 Group
Illinois
$50K

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$62K
2
BIM
2
Bridgecreek Investment Management
Oklahoma
$4.72M
3
CL
3
CSS LLC
Illinois
$191K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$9K – – –
BA
27
BlackRock Advisors
Delaware
$9K +$9K +591 New
First Manhattan
28
First Manhattan
New York
$7K – – –
USGIU
29
U.S. Global Investors (USGI)
Texas
$6K – – –
WAS
30
Winch Advisory Services
Wisconsin
$5K +$5K +312 New
WEC
31
Winslow Evans & Crocker
Massachusetts
$3.07K – – –
NFG
32
Next Financial Group
Texas
$3K – – –
RCG
33
Ruggie Capital Group
Florida
$2K +$2K +100 New
Group One Trading
34
Group One Trading
Illinois
$1K -$27.3K -1,500 -96%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$1K – – –
Wells Fargo
36
Wells Fargo
California
$1K +$79 +5 +9%
Renaissance Technologies
37
Renaissance Technologies
New York
– -$203K -13,900 Closed
CS
38
Credit Suisse
Switzerland
– -$171K -11,711 Closed
WF
39
WealthTrust Fairport
Ohio
– -$45K -3,077 Closed
BRWA
40
B. Riley Wealth Advisors
Florida
– -$9 -640 Closed
EWM
41
Evercore Wealth Management
New York
– -$7K -500 Closed
NPC
42
National Planning Corporation
California
– -$4.16K -267 Closed
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