MV Oil Trust
MVO
32 hedge funds and large institutions have $11.3M invested in MV Oil Trust in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.
92% more call options, than puts
Call options by funds: $6.97M | Put options by funds: $3.63M
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0.13% more ownership
Funds ownership: 12.08% → 12.21% (+0.13%)
3% less capital invested
Capital invested by funds: $11.7M → $11.3M (-$328K)
3% less funds holding
Funds holding: 33 → 32 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RR Advisors
Dallas,
Texas
|
+$479K |
| 2 |
PG
PEAK6 Group
Chicago,
Illinois
|
+$248K |
| 3 |
BCM
Bluefin Capital Management
New York
|
+$167K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$44K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$19.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Shoker Investment Counsel
Oxford,
Ohio
|
-$395K |
| 2 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$344K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$102K |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
-$89K |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$39.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAS
26
Winch Advisory Services
Appleton,
Wisconsin
| $3K | +$80 | +10 | +3% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $1K | – | – | – |
|
|
KIG
28
Kessler Investment Group
Columbus,
Indiana
| $1K | – | – | – |
|
|
RFC
29
Regions Financial Corp
Birmingham,
Alabama
| $1K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| $394 | – | – | – |
|
|
CL
32
CSS LLC
Chicago,
Illinois
| – | -$89K | -10,628 | Closed |
|
|
CA
33
Calton & Associates
Tampa,
Florida
| – | -$8K | -980 | Closed |
|
MVO Hedge Fund Activity: Q1 2018 in Review
32 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q1 2018, worth a combined $11.3M — down 2.8% from $11.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MVO and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 9 added.
The largest buyer was RR Advisors, adding an estimated $479K. The largest seller was Shoker Investment Counsel, cutting an estimated $395K.
- 32 institutional investors held MV Oil Trust (MVO) as of Q1 2018, down from 33 in Q4 2017.
- Funds reported $11.3M of MV Oil Trust stock for Q1 2018, down 2.8% quarter-over-quarter.
- 1 fund opened new MV Oil Trust positions in Q1 2018 and 2 closed out, a net change of -1 holder.
- The largest MV Oil Trust buyer in Q1 2018 was RR Advisors, an estimated $479K added.
- The largest MV Oil Trust seller in Q1 2018 was Shoker Investment Counsel, an estimated $395K sold.
Based on aggregated 13F filings for Q1 2018.