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MVO

MV Oil Trust
MVO

34 hedge funds and large institutions have $17.4M invested in MV Oil Trust in 2013 Q2 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

4.81% more ownership

Funds ownership: 0% → 4.81% (+4.8%)

26% less call options, than puts

Call options by funds: $110K | Put options by funds: $148K

Holders
34
Holders Change
+34
Holders Change %
–
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
–
Reduced
–
Closed
–
Calls
$110K
Puts
$148K
Net Calls
-$38K
Net Calls Change
-$38K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1
Bridgecreek Investment Management
Oklahoma
$8.5M +$7.65M +270,765 New
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$1.61M +$1.45M +51,400 New
ANTB
3
AMG National Trust Bank
Colorado
$1.36M +$1.22M +43,230 New
TYCC
4
Texas Yale Capital Corp
Florida
$876K +$789K +27,900 New
LPL Financial
5
LPL Financial
California
$693K +$624K +22,071 New
Bank of America
6
Bank of America
North Carolina
$619K +$557K +19,720 New
Morgan Stanley
7
Morgan Stanley
New York
$553K +$498K +17,634 New
TC
8
TFS Capital
Pennsylvania
$547K +$492K +17,410 New
RJA
9
Raymond James & Associates
Florida
$506K +$455K +16,101 New
BF
10
BOK Financial
Oklahoma
$405K +$364K +12,895 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$245K +$220K +7,800 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$218K +$196K +6,942 New
Millennium Management
13
Millennium Management
New York
$216K +$195K +6,886 New
Wells Fargo
14
Wells Fargo
California
$177K +$159K +5,641 New
AWMS
15
Advocacy Wealth Management Services
Georgia
$176K +$158K +5,600 New
WA
16
WFG Advisors
Texas
$142K +$128K +4,512 New
BW
17
Barrington Wilshire
California
$110K +$98.9K +3,500 New
FMII
18
Farmers & Merchants Investments Inc
Nebraska
$78K +$69.9K +2,475 New
U
19
UBS
Switzerland
$78K +$70.4K +2,490 New
DADC
20
D.A. Davidson & Co
Montana
$65K +$59.4K +2,100 New
US Bancorp
21
US Bancorp
Minnesota
$47K +$42.4K +1,500 New
Barclays
22
Barclays
United Kingdom
$34K +$30.3K +1,072 New
Creative Planning
23
Creative Planning
Kansas
$21K +$19.3K +684 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$16K +$14.1K +500 New
Citigroup
25
Citigroup
New York
$16K +$14.1K +500 New
1
2

MVO Hedge Fund Activity: Q2 2013 in Review

34 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q2 2013, worth a combined $17.4M.

Buyers outnumbered sellers: 34 funds opened new MVO positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.

  • 34 institutional investors held MV Oil Trust (MVO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $17.4M of MV Oil Trust stock for Q2 2013.
  • 34 funds opened new MV Oil Trust positions in Q2 2013 and 0 closed out, a net change of +34 holders.

Based on aggregated 13F filings for Q2 2013.