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MVO

MV Oil Trust
MVO

24 hedge funds and large institutions have $9.31M invested in MV Oil Trust in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.09% less ownership

Funds ownership: 10.74%10.65% (-0.09%)

6% less capital invested

Capital invested by funds: $9.9M → $9.31M (-$589K)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
6
Closed
4
Calls
$104K
Puts
Net Calls
+$104K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
CSS LLC
Illinois
-$36K -4,534 Closed
PCG
27
Private Capital Group
Connecticut
-$5K -460 Closed
KIG
28
Kessler Investment Group
Indiana
-$1K -125 Closed

MVO Hedge Fund Activity: Q3 2019 in Review

24 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2019, worth a combined $9.31M — down 5.9% from $9.9M a quarter earlier.

Fund positioning in MVO was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 6 trimmed.

The largest buyer was B. Riley Wealth Advisors, adding an estimated $210K. The largest seller was RR Advisors, cutting an estimated $250K.

  • 24 institutional investors held MV Oil Trust (MVO) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $9.31M of MV Oil Trust stock for Q3 2019, down 5.9% quarter-over-quarter.
  • 4 funds opened new MV Oil Trust positions in Q3 2019 and 4 closed out, a net change of 0 holders.
  • The largest MV Oil Trust buyer in Q3 2019 was B. Riley Wealth Advisors, an estimated $210K added.
  • The largest MV Oil Trust seller in Q3 2019 was RR Advisors, an estimated $250K sold.

Based on aggregated 13F filings for Q3 2019.