MV Oil Trust
MVO
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.
0% more capital invested
Capital invested by funds: $9.86M → $9.9M (+$49K)
0.29% more ownership
Funds ownership: 10.46% → 10.74% (+0.29%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
4% less funds holding
Funds holding: 25 → 24 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$482K |
| 2 |
TAM
Tocqueville Asset Management
New York
|
+$329K |
| 3 |
BlackRock
New York
|
+$151K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$94.6K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
+$37.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$183K |
| 2 |
RA
RR Advisors
Dallas,
Texas
|
-$181K |
| 3 |
Morgan Stanley
New York
|
-$161K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$159K |
| 5 |
LPL Financial
San Diego,
California
|
-$98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$159K | -19,439 | Closed |
|
|
27
LPL Financial
San Diego,
California
| – | -$98K | -12,001 | Closed |
|
|
SWM
28
SeaCrest Wealth Management
Purchase,
New York
| – | -$25K | -3,000 | Closed |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$24K | -2,900 | Closed |
|
|
WCM
30
WealthBridge Capital Management
Westerville,
Ohio
| – | -$8K | -1,000 | Closed |
|
MVO Hedge Fund Activity: Q2 2019 in Review
24 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q2 2019, worth a combined $9.9M — up 0.5% from $9.86M a quarter earlier.
Fund positioning in MVO was balanced in Q2 2019: 6 funds opened new positions, 6 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $482K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $183K sold.
- 24 institutional investors held MV Oil Trust (MVO) as of Q2 2019, down from 25 in Q1 2019.
- Funds reported $9.9M of MV Oil Trust stock for Q2 2019, up 0.5% quarter-over-quarter.
- 6 funds opened new MV Oil Trust positions in Q2 2019 and 6 closed out, a net change of 0 holders.
- The largest MV Oil Trust buyer in Q2 2019 was Arrowstreet Capital, an estimated $482K added.
- The largest MV Oil Trust seller in Q2 2019 was CAPTRUST Financial Advisors, an estimated $183K sold.
Based on aggregated 13F filings for Q2 2019.