MV Oil Trust
MVO
24 hedge funds and large institutions have $724K invested in MV Oil Trust in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
9% more funds holding
Funds holding: 22 → 24 (+2)
1.88% less ownership
Funds ownership: 4.13% → 2.25% (-1.9%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
76% less capital invested
Capital invested by funds: $3.01M → $724K (-$2.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Capital Square
Chattanooga,
Tennessee
|
+$42.1K |
| 2 |
BlackRock
New York
|
+$5.66K |
| 3 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
+$2.59K |
| 4 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$1.07K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
+$330 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$627K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$510K |
| 3 |
TAM
Tocqueville Asset Management
New York
|
-$251K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$132K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$37.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Simplex Trading
Chicago,
Illinois
| – | +$330 | +70 | New |
|
MVO Hedge Fund Activity: Q1 2020 in Review
24 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q1 2020, worth a combined $724K — down 76% from $3.01M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MVO positions and 3 closed out — a net gain of 4 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Capital Square, opening a new position worth an estimated $42.1K. The largest seller was Bank of America, cutting an estimated $627K.
- 24 institutional investors held MV Oil Trust (MVO) as of Q1 2020, up from 22 in Q4 2019.
- Funds reported $724K of MV Oil Trust stock for Q1 2020, down 76% quarter-over-quarter.
- 7 funds opened new MV Oil Trust positions in Q1 2020 and 3 closed out, a net change of +4 holders.
- The largest MV Oil Trust buyer in Q1 2020 was Capital Square, an estimated $42.1K added.
- The largest MV Oil Trust seller in Q1 2020 was Bank of America, an estimated $627K sold.
Based on aggregated 13F filings for Q1 2020.