MVO

MV Oil Trust
MVO

Overview Fund Activity

32 hedge funds and large institutions have $4.84M invested in MV Oil Trust in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
7
Closed
7
Calls
–
Puts
$59K
Net Calls
-$59K
Net Calls Change
+$587K

Top Buyers

1
SIC
1
Shoker Investment Counsel
Ohio
$660K
2
VKH
2
Virtu KCG Holdings
New York
$81K
3
FCH
3
Freestone Capital Holdings
Washington
$305K
4
ANTB
4
AMG National Trust Bank
Colorado
$229K
5
LPL Financial
5
LPL Financial
California
$101K

Top Sellers

1
PG
1
PEAK6 Group
Illinois
$0
2
RFA
2
Reilly Financial Advisors
California
$0
3
CL
3
CSS LLC
Illinois
$1.04M
4
Morgan Stanley
4
Morgan Stanley
New York
$38K
5
FWM
5
Frontier Wealth Management
Missouri
$78K
Name Market Value Shares Shares
Change 		Shares
Change %
CL
1
CSS LLC
Illinois
$1.04M 213,230 -2,598 -1%
RA
2
RR Advisors
Texas
$878K 180,000 – –
GCP
3
GSA Capital Partners
United Kingdom
$775K 159,148 +1,047 +0.7%
SIC
4
Shoker Investment Counsel
Ohio
$660K 135,578 +62,452 +85%
FCH
5
Freestone Capital Holdings
Washington
$305K 62,527 +14,613 +30%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$263K 54,000 – –
ANTB
7
AMG National Trust Bank
Colorado
$229K 47,001 +12,354 +36%
Bank of America
8
Bank of America
North Carolina
$120K 24,570 +500 +2%
LPL Financial
9
LPL Financial
California
$101K 20,234 +6,784 +50%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$86K 17,623 +3,943 +29%
VKH
11
Virtu KCG Holdings
New York
$81K 16,605 +16,605 New
FWM
12
Frontier Wealth Management
Missouri
$78K 15,988 -2,000 -11%
TYCC
13
Texas Yale Capital Corp
Florida
$66K 13,481 +33 +0.2%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$58K 12,000 – –
Morgan Stanley
15
Morgan Stanley
New York
$38K 7,900 -2,616 -25%
AIG
16
American International Group
New York
$18K 3,931 -1,025 -21%
DADC
17
D.A. Davidson & Co
Montana
$10K 2,200 – –
KIG
18
Kessler Investment Group
Indiana
$6K 1,179 +315 +36%
CG
19
Cutler Group
California
$6K 1,397 +1,397 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5K 1,057 +447 +73%
AWMS
21
Advocacy Wealth Management Services
Georgia
$4K 800 +800 New
UBS Group
22
UBS Group
Switzerland
$3K 547 -300 -35%
Creative Planning
23
Creative Planning
Kansas
$3K 600 – –
USGIU
24
U.S. Global Investors (USGI)
Texas
$2K 400 – –
First Manhattan
25
First Manhattan
New York
$2K 500 – –
1
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