MV Oil Trust
MVO
21 hedge funds and large institutions have $7.85M invested in MV Oil Trust in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 9 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
1.51% less ownership
Funds ownership: 11.26% → 9.75% (-1.5%)
25% less funds holding
Funds holding: 28 → 21 (-7)
48% less capital invested
Capital invested by funds: $15.1M → $7.85M (-$7.27M)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$68.9K |
| 2 |
CG
Cutler Group
San Francisco,
California
|
+$40.6K |
| 3 |
Group One Trading
Chicago,
Illinois
|
+$33.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.8K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$576 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
-$963K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$417K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$253K |
| 4 |
Renaissance Technologies
New York
|
-$253K |
| 5 |
LPL Financial
San Diego,
California
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$23K | -2,000 | Closed |
|
|
PCG
27
Private Capital Group
West Hartford,
Connecticut
| – | -$5K | -460 | Closed |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -100 | Closed |
|
29
Simplex Trading
Chicago,
Illinois
| – | -$639 | -71 | Closed |
|
MVO Hedge Fund Activity: Q4 2018 in Review
21 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q4 2018, worth a combined $7.85M — down 48% from $15.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of MVO and 2 opened new positions — a net loss of 7 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was Morgan Stanley, adding an estimated $68.9K. The largest seller was Bluefin Capital Management, exiting entirely with an estimated $963K sold.
- 21 institutional investors held MV Oil Trust (MVO) as of Q4 2018, down from 28 in Q3 2018.
- Funds reported $7.85M of MV Oil Trust stock for Q4 2018, down 48% quarter-over-quarter.
- 2 funds opened new MV Oil Trust positions in Q4 2018 and 9 closed out, a net change of -7 holders.
- The largest MV Oil Trust buyer in Q4 2018 was Morgan Stanley, an estimated $68.9K added.
- The largest MV Oil Trust seller in Q4 2018 was Bluefin Capital Management, an estimated $963K sold.
Based on aggregated 13F filings for Q4 2018.