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MVO

MV Oil Trust

34 hedge funds and large institutions have $5.4M invested in MV Oil Trust in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

3% more funds holding

Funds holding: 3334 (+1)

1.28% more ownership

Funds ownership: 6.79%8.07% (+1.3%)

34% less capital invested

Capital invested by funds: $8.19M → $5.4M (-$2.79M)

79% less call options, than puts

Call options by funds: $172K | Put options by funds: $818K

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
9
Closed
6
Calls
$172K
Puts
$818K
Net Calls
-$646K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
1
CSS LLC
Illinois
$1.25M +$882K +126,782 +142%
RA
2
RR Advisors
Texas
$1.05M +$1.25M +180,000 New
GCP
3
GSA Capital Partners
United Kingdom
$919K +$172K +24,800 +19%
SIC
4
Shoker Investment Counsel
Ohio
$424K +$388K +55,720 +320%
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$314K
FCH
6
Freestone Capital Holdings
Washington
$278K +$75.9K +10,916 +30%
ANTB
7
AMG National Trust Bank
Colorado
$201K -$4.78K -687 -2%
PG
8
PEAK6 Group
Illinois
$188K +$213K +30,578 +1,757%
Bank of America
9
Bank of America
North Carolina
$139K
FWM
10
Frontier Wealth Management
Missouri
$105K -$6.96K -1,000 -5%
LPL Financial
11
LPL Financial
California
$84K -$1.89K -271 -2%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$79K +$9.18K +1,320 +11%
TYCC
13
Texas Yale Capital Corp
Florida
$78K +$14.2K +2,036 +18%
RFA
14
Reilly Financial Advisors
California
$71K -$4.33K -622 -5%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$70K +$13.9K +2,000 +20%
Morgan Stanley
16
Morgan Stanley
New York
$61K -$1.13K -162 -2%
AIG
17
American International Group
New York
$30K -$1.33K -192 -4%
DADC
18
D.A. Davidson & Co
Montana
$12K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$6K
UBS Group
20
UBS Group
Switzerland
$5K -$18.8K -2,699 -76%
KIG
21
Kessler Investment Group
Indiana
$5K +$1.05K +151 +21%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4K -$14K -2,018 -77%
TRCT
23
Tower Research Capital (TRC)
New York
$4K +$4.5K +647 New
Simplex Trading
24
Simplex Trading
Illinois
$4K +$5.65K +812 New
Creative Planning
25
Creative Planning
Kansas
$3K +$4.17K +600 New

MVO Hedge Fund Activity: Q3 2015 in Review

34 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2015, worth a combined $5.4M — down 34% from $8.19M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MVO positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.

The largest buyer was RR Advisors, opening a new position worth an estimated $1.25M. The largest seller was Bridgecreek Investment Management, exiting entirely with an estimated $2.63M sold.

  • 34 institutional investors held MV Oil Trust (MVO) as of Q3 2015, up from 33 in Q2 2015.
  • Funds reported $5.4M of MV Oil Trust stock for Q3 2015, down 34% quarter-over-quarter.
  • 7 funds opened new MV Oil Trust positions in Q3 2015 and 6 closed out, a net change of +1 holder.
  • The largest MV Oil Trust buyer in Q3 2015 was RR Advisors, an estimated $1.25M added.
  • The largest MV Oil Trust seller in Q3 2015 was Bridgecreek Investment Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2015.