MV Oil Trust
24 hedge funds and large institutions have $3.28M invested in MV Oil Trust in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.
165% more call options, than puts
Call options by funds: $138K | Put options by funds: $52K
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.25% less ownership
Funds ownership: 3.93% → 2.69% (-1.2%)
4% less funds holding
Funds holding: 25 → 24 (-1)
39% less capital invested
Capital invested by funds: $5.41M → $3.28M (-$2.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$312K |
| 2 |
BlackRock
New York
|
+$163K |
| 3 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
+$133K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$130K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$44.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$1.27M |
| 2 |
Morgan Stanley
New York
|
-$902K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$130K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$74.4K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$69.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wolverine Trading
Chicago,
Illinois
| – | -$130K | -10,779 | Closed |
|
|
27
Simplex Trading
Chicago,
Illinois
| – | -$74.4K | -6,735 | Closed |
|
|
HNB
28
Huntington National Bank
Columbus,
Ohio
| – | -$19.2K | -1,600 | Closed |
|
MVO Hedge Fund Activity: Q1 2024 in Review
24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q1 2024, worth a combined $3.28M — down 39% from $5.41M a quarter earlier.
Fund positioning in MVO was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $312K. The largest seller was Significant Wealth Partners, exiting entirely with an estimated $1.27M sold.
- 24 institutional investors held MV Oil Trust (MVO) as of Q1 2024, down from 25 in Q4 2023.
- Funds reported $3.28M of MV Oil Trust stock for Q1 2024, down 39% quarter-over-quarter.
- 4 funds opened new MV Oil Trust positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest MV Oil Trust buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $312K added.
- The largest MV Oil Trust seller in Q1 2024 was Significant Wealth Partners, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2024.