MV Oil Trust
MVO
29 hedge funds and large institutions have $6.3M invested in MV Oil Trust in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.
43% more call options, than puts
Call options by funds: $594K | Put options by funds: $416K
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.29% less ownership
Funds ownership: 9.83% → 9.53% (-0.29%)
4% less capital invested
Capital invested by funds: $6.56M → $6.3M (-$262K)
3% less funds holding
Funds holding: 30 → 29 (-1)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$149K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$116K |
| 3 |
RA
RR Advisors
Dallas,
Texas
|
+$74.3K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$14.5K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$13.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$205K |
| 2 |
Simplex Trading
Chicago,
Illinois
|
-$85.5K |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$75K |
| 4 |
CG
Cutler Group
San Francisco,
California
|
-$68.1K |
| 5 |
SIC
Shoker Investment Counsel
Oxford,
Ohio
|
-$20.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $1K | – | – | – |
|
27
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
WAM
28
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $1K | +$1.06K | +200 | New |
|
|
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| $288 | – | – | – |
|
|
FWM
30
Frontier Wealth Management
Kansas City,
Missouri
| – | -$75K | -12,988 | Closed |
|
31
Creative Planning
Overland Park,
Kansas
| – | -$9K | -1,521 | Closed |
|
MVO Hedge Fund Activity: Q3 2017 in Review
29 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2017, worth a combined $6.3M — down 4% from $6.56M a quarter earlier.
Fund positioning in MVO was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $149K. The largest seller was Susquehanna International Group, cutting an estimated $205K.
- 29 institutional investors held MV Oil Trust (MVO) as of Q3 2017, down from 30 in Q2 2017.
- Funds reported $6.3M of MV Oil Trust stock for Q3 2017, down 4% quarter-over-quarter.
- 2 funds opened new MV Oil Trust positions in Q3 2017 and 2 closed out, a net change of 0 holders.
- The largest MV Oil Trust buyer in Q3 2017 was Renaissance Technologies, an estimated $149K added.
- The largest MV Oil Trust seller in Q3 2017 was Susquehanna International Group, an estimated $205K sold.
Based on aggregated 13F filings for Q3 2017.