MVO

MV Oil Trust
MVO

Overview Fund Activity

25 hedge funds and large institutions have $9.86M invested in MV Oil Trust in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
5
Closed
1
Calls
$302K
Puts
–
Net Calls
+$302K
Net Calls Change
+$286K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$329K
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$183K
3
IIC
3
Integrated Investment Consultants
Michigan
$164K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$144K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$24K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$29K
2
CG
2
Cutler Group
California
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$20K
4
Group One Trading
4
Group One Trading
Illinois
$29K
5
UBS Group
5
UBS Group
Switzerland
$33K
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
RR Advisors
Texas
$8.12M 991,000 – –
California Public Employees Retirement System
2
California Public Employees Retirement System
California
$442K 54,000 – –
Morgan Stanley
3
Morgan Stanley
New York
$329K 40,171 +25,842 +180%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$183K 22,347 +22,347 New
IIC
5
Integrated Investment Consultants
Michigan
$164K 20,000 +20,000 New
BFEC
6
Benjamin F. Edwards & Company
Missouri
$159K 19,439 +200 +1%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$144K 17,000 +17,000 New
LPL Financial
8
LPL Financial
California
$98K 12,001 +295 +3%
UBS Group
9
UBS Group
Switzerland
$33K 4,067 -150 -4%
Bank of America
10
Bank of America
North Carolina
$29K 3,550 -3,850 -52%
Group One Trading
11
Group One Trading
Illinois
$29K 3,506 -213 -6%
SWM
12
SeaCrest Wealth Management
New York
$25K 3,000 – –
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$24K 2,900 +2,900 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$20K 2,500 -398 -14%
ASN
15
Advisory Services Network
Georgia
$14K 1,723 +73 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10K 1,260 – –
Wells Fargo
17
Wells Fargo
California
$8K 1,001 -8 -0.8%
WCM
18
WealthBridge Capital Management
Ohio
$8K 1,000 +1,000 New
WAS
19
Winch Advisory Services
Wisconsin
$4K 453 +19 +4%
QCIG
20
Quad-Cities Investment Group
Iowa
$4K 500 +200 +67%
IA
21
IFP Advisors
Florida
$4K 438 +222 +103%
AG
22
Advisor Group
Arizona
$3K 300 +200 +200%
WEC
23
Winslow Evans & Crocker
Massachusetts
$2K 50 – –
US Bancorp
24
US Bancorp
Minnesota
$1K 180 – –
KIG
25
Kessler Investment Group
Indiana
$1K 125 – –
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