MV Oil Trust
MVO
32 hedge funds and large institutions have $6.22M invested in MV Oil Trust in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
33% more funds holding
Funds holding: 24 → 32 (+8)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
1.15% less ownership
Funds ownership: 4.67% → 3.51% (-1.2%)
7% less capital invested
Capital invested by funds: $6.66M → $6.22M (-$443K)
64% less call options, than puts
Call options by funds: $200K | Put options by funds: $552K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$338K |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$312K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$254K |
| 4 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$169K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$69.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Selective Wealth Management
Forest,
Virginia
|
-$2.28M |
| 2 |
Simplex Trading
Chicago,
Illinois
|
-$635K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$305K |
| 4 |
Group One Trading
Chicago,
Illinois
|
-$36.8K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $2.94K | – | – | – |
|
|
DWA
27
Delos Wealth Advisors
Dallas,
Texas
| $2.71K | +$2.25K | +166 | New |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $1.63K | – | – | – |
|
|
MHR
29
Matthew Hamilton Rosenberg
| $1.63K | – | – | – |
|
|
MCC
30
Money Concepts Capital
Palm Beach Gardens,
Florida
| $817 | +$678 | +50 | New |
|
|
PAG
31
Private Advisor Group
Morristown,
New Jersey
| $178 | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $16 | – | – | – |
|
|
33
Group One Trading
Chicago,
Illinois
| – | -$36.8K | -2,715 | Closed |
|
|
GRP
34
Global Retirement Partners
San Rafael,
California
| – | -$18K | -1,400 | Closed |
|
|
HR
35
Howe & Rusling
Rochester,
New York
| – | -$16K | -1,246 | Closed |
|
|
SSG
36
Summit Securities Group
New York
| – | -$1K | -100 | Closed |
|
MVO Hedge Fund Activity: Q4 2022 in Review
32 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q4 2022, worth a combined $6.22M — down 6.7% from $6.66M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MVO positions and 4 closed out — a net gain of 8 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $338K. The largest seller was Selective Wealth Management, cutting an estimated $2.28M.
- 32 institutional investors held MV Oil Trust (MVO) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $6.22M of MV Oil Trust stock for Q4 2022, down 6.7% quarter-over-quarter.
- 12 funds opened new MV Oil Trust positions in Q4 2022 and 4 closed out, a net change of +8 holders.
- The largest MV Oil Trust buyer in Q4 2022 was Morgan Stanley, an estimated $338K added.
- The largest MV Oil Trust seller in Q4 2022 was Selective Wealth Management, an estimated $2.28M sold.
Based on aggregated 13F filings for Q4 2022.