MV Oil Trust
35 hedge funds and large institutions have $13M invested in MV Oil Trust in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
13% more funds holding
Funds holding: 31 → 35 (+4)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0.55% more ownership
Funds ownership: 4.19% → 4.74% (+0.55%)
8% less capital invested
Capital invested by funds: $14.1M → $13M (-$1.11M)
55% less call options, than puts
Call options by funds: $302K | Put options by funds: $667K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$1.04M |
| 2 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$260K |
| 3 |
Millennium Management
New York
|
+$242K |
| 4 |
ICM
IMS Capital Management
Portland,
Oregon
|
+$155K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIG
Kessler Investment Group
Columbus,
Indiana
|
-$351K |
| 2 |
BIM
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
-$326K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
-$61.2K |
| 4 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$59.2K |
| 5 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
-$58.4K |
MVO Hedge Fund Activity: Q4 2013 in Review
35 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q4 2013, worth a combined $13M — down 7.9% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MVO positions and 5 closed out — a net gain of 5 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $1.04M. The largest seller was Kessler Investment Group, cutting an estimated $351K.
- 35 institutional investors held MV Oil Trust (MVO) as of Q4 2013, up from 31 in Q3 2013.
- Funds reported $13M of MV Oil Trust stock for Q4 2013, down 7.9% quarter-over-quarter.
- 10 funds opened new MV Oil Trust positions in Q4 2013 and 5 closed out, a net change of +5 holders.
- The largest MV Oil Trust buyer in Q4 2013 was Virtu KCG Holdings, an estimated $1.04M added.
- The largest MV Oil Trust seller in Q4 2013 was Kessler Investment Group, an estimated $351K sold.
Based on aggregated 13F filings for Q4 2013.