MVO

MV Oil Trust
MVO

Overview Fund Activity

24 hedge funds and large institutions have $9.9M invested in MV Oil Trust in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
4
Closed
6
Calls
$236K
Puts
–
Net Calls
+$236K
Net Calls Change
-$66K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$469K
2
TAM
2
Tocqueville Asset Management
New York
$320K
3
BlackRock
3
BlackRock
New York
$147K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$93K
5
CL
5
CSS LLC
Illinois
$36K

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$0
2
RA
2
RR Advisors
Texas
$7.76M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$165K
5
LPL Financial
5
LPL Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
– -$159K -19,439 Closed
LPL Financial
27
LPL Financial
California
– -$98K -12,001 Closed
SWM
28
SeaCrest Wealth Management
New York
– -$25K -3,000 Closed
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
– -$24K -2,900 Closed
WCM
30
WealthBridge Capital Management
Ohio
– -$8K -1,000 Closed
1
2