MV Oil Trust
MVO
33 hedge funds and large institutions have $11.7M invested in MV Oil Trust in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 6 closing their positions.
85% more capital invested
Capital invested by funds: $6.3M → $11.7M (+$5.37M)
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
82% more call options, than puts
Call options by funds: $7.8M | Put options by funds: $4.29M
14% more funds holding
Funds holding: 29 → 33 (+4)
2.55% more ownership
Funds ownership: 9.53% → 12.08% (+2.5%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$844K |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$763K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$445K |
| 4 |
Group One Trading
Chicago,
Illinois
|
+$264K |
| 5 |
RA
RR Advisors
Dallas,
Texas
|
+$188K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$208K |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$168K |
| 3 |
Renaissance Technologies
New York
|
-$162K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$161K |
| 5 |
SIC
Shoker Investment Counsel
Oxford,
Ohio
|
-$61.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAS
26
Winch Advisory Services
Appleton,
Wisconsin
| $3K | +$56 | +9 | +2% |
|
27
US Bancorp
Minneapolis,
Minnesota
| $2K | -$125 | -20 | -10% |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $1K | – | – | – |
|
|
KIG
29
Kessler Investment Group
Columbus,
Indiana
| $1K | – | – | – |
|
|
RFC
30
Regions Financial Corp
Birmingham,
Alabama
| $1K | +$626 | +100 | New |
|
|
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| $420 | – | – | – |
|
|
PCG
32
Private Capital Group
West Hartford,
Connecticut
| $4 | +$2.88K | +460 | New |
|
|
FCH
33
Freestone Capital Holdings
Seattle,
Washington
| – | -$208K | -36,130 | Closed |
|
|
34
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$161K | -28,100 | Closed |
|
|
35
Renaissance Technologies
New York
| – | -$162K | -28,100 | Closed |
|
36
First Manhattan
New York
| – | -$2K | -500 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$2K | -400 | Closed |
|
|
WAM
38
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$1K | -200 | Closed |
|
39
CIBC Private Wealth Group
Atlanta,
Georgia
| – | +$313 | +50 | New |
|
MVO Hedge Fund Activity: Q4 2017 in Review
33 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q4 2017, worth a combined $11.7M — up 85% from $6.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MVO positions and 6 closed out — a net gain of 5 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $844K. The largest seller was Freestone Capital Holdings, exiting entirely with an estimated $208K sold.
- 33 institutional investors held MV Oil Trust (MVO) as of Q4 2017, up from 29 in Q3 2017.
- Funds reported $11.7M of MV Oil Trust stock for Q4 2017, up 85% quarter-over-quarter.
- 11 funds opened new MV Oil Trust positions in Q4 2017 and 6 closed out, a net change of +5 holders.
- The largest MV Oil Trust buyer in Q4 2017 was Susquehanna International Group, an estimated $844K added.
- The largest MV Oil Trust seller in Q4 2017 was Freestone Capital Holdings, an estimated $208K sold.
Based on aggregated 13F filings for Q4 2017.