MV Oil Trust
MVO
36 hedge funds and large institutions have $5.83M invested in MV Oil Trust in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.
727% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $179K
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 35 → 36 (+1)
0.22% less ownership
Funds ownership: 9.07% → 8.86% (-0.22%)
11% less capital invested
Capital invested by funds: $6.58M → $5.83M (-$747K)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
+$72.6K |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
+$63.7K |
| 3 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$63.5K |
| 4 |
Walleye Trading
New York
|
+$10.6K |
| 5 |
JP Morgan Chase
New York
|
+$8.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
-$103K |
| 2 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$62.3K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$54.1K |
| 4 |
SIC
Shoker Investment Counsel
Oxford,
Ohio
|
-$48.4K |
| 5 |
Morgan Stanley
New York
|
-$22.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCOV
26
Trust Company of Vermont
Brattleboro,
Vermont
| $5K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | -$8.9K | -1,500 | -71% |
|
|
KIG
28
Kessler Investment Group
Columbus,
Indiana
| $3K | – | – | – |
|
29
First Manhattan
New York
| $2K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $2K | – | – | – |
|
|
WAS
31
Winch Advisory Services
Appleton,
Wisconsin
| $2K | – | – | – |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | +$1.55K | +262 | +262% |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $2K | +$2.43K | +410 | New |
|
|
WP
34
WealthPLAN Partners
Omaha,
Nebraska
| $1.18K | – | – | – |
|
|
HR
35
Howe & Rusling
Rochester,
New York
| $1K | +$593 | +100 | New |
|
|
WEC
36
Winslow Evans & Crocker
Boston,
Massachusetts
| $286 | – | – | – |
|
37
Simplex Trading
Chicago,
Illinois
| – | -$4.06K | -684 | Closed |
|
|
AWMS
38
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$2K | -300 | Closed |
|
MVO Hedge Fund Activity: Q3 2016 in Review
36 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2016, worth a combined $5.83M — down 11% from $6.58M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MVO positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 11 trimmed.
The largest buyer was Wolverine Trading, opening a new position worth an estimated $72.6K. The largest seller was AMG National Trust Bank, cutting an estimated $103K.
- 36 institutional investors held MV Oil Trust (MVO) as of Q3 2016, up from 35 in Q2 2016.
- Funds reported $5.83M of MV Oil Trust stock for Q3 2016, down 11% quarter-over-quarter.
- 5 funds opened new MV Oil Trust positions in Q3 2016 and 3 closed out, a net change of +2 holders.
- The largest MV Oil Trust buyer in Q3 2016 was Wolverine Trading, an estimated $72.6K added.
- The largest MV Oil Trust seller in Q3 2016 was AMG National Trust Bank, an estimated $103K sold.
Based on aggregated 13F filings for Q3 2016.