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MVO

MV Oil Trust
MVO

24 hedge funds and large institutions have $9.31M invested in MV Oil Trust in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 24 → 24 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.09% less ownership

Funds ownership: 10.74% → 10.65% (-0.09%)

6% less capital invested

Capital invested by funds: $9.9M → $9.31M (-$589K)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
6
Closed
4
Calls
$104K
Puts
–
Net Calls
+$104K
Net Calls Change
-$132K

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$210K
2
VAG
VisionPoint Advisory Group
Texas
+$161K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$139K
4
GRP
Global Retirement Partners
California
+$2.35K
5
QCIG
Quad-Cities Investment Group
Iowa
+$1.51K

Top Sellers

Rank Fund Capital Flow
1
RA
RR Advisors
Texas
-$250K
2
BlackRock
BlackRock
New York
-$147K
3
Morgan Stanley
Morgan Stanley
New York
-$138K
4
CL
CSS LLC
Illinois
-$36K
5
Group One Trading
Group One Trading
Illinois
-$22.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
RR Advisors
Texas
$7.1M -$250K -33,000 -3%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$584K +$139K +18,385 +31%
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$410K – – –
TAM
4
Tocqueville Asset Management
New York
$304K – – –
BRWA
5
B. Riley Wealth Advisors
Florida
$298K +$210K +27,700 +241%
VAG
6
VisionPoint Advisory Group
Texas
$156K +$161K +21,250 New
IIC
7
Integrated Investment Consultants
Michigan
$152K – – –
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$144K – – –
UBS Group
9
UBS Group
Switzerland
$43K -$7.12K -941 -14%
Bank of America
10
Bank of America
North Carolina
$27K – – –
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$19K – – –
Morgan Stanley
12
Morgan Stanley
New York
$18K -$138K -18,253 -88%
ASN
13
Advisory Services Network
Georgia
$14K – – –
Wells Fargo
14
Wells Fargo
California
$8K +$8 +1 +0.1%
SFS
15
Sowell Financial Services
Arkansas
$8K +$7.57K +1,000 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6K -$3.78K -500 -40%
QCIG
17
Quad-Cities Investment Group
Iowa
$6K +$1.51K +200 +40%
Group One Trading
18
Group One Trading
Illinois
$4K -$22.8K -3,019 -86%
WAS
19
Winch Advisory Services
Wisconsin
$3K -$620 -82 -18%
WEC
20
Winslow Evans & Crocker
Massachusetts
$2K – – –
GRP
21
Global Retirement Partners
California
$2K +$2.35K +310 New
AG
22
Advisor Group
Arizona
$1K – – –
US Bancorp
23
US Bancorp
Minnesota
$1K – – –
VFA
24
Valeo Financial Advisors
Indiana
$1K +$757 +100 New
BlackRock
25
BlackRock
New York
– -$147K -18,385 Closed
1
2

MVO Hedge Fund Activity: Q3 2019 in Review

24 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2019, worth a combined $9.31M — down 5.9% from $9.9M a quarter earlier.

Fund positioning in MVO was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 6 trimmed.

The largest buyer was B. Riley Wealth Advisors, adding an estimated $210K. The largest seller was RR Advisors, cutting an estimated $250K.

  • 24 institutional investors held MV Oil Trust (MVO) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $9.31M of MV Oil Trust stock for Q3 2019, down 5.9% quarter-over-quarter.
  • 4 funds opened new MV Oil Trust positions in Q3 2019 and 4 closed out, a net change of 0 holders.
  • The largest MV Oil Trust buyer in Q3 2019 was B. Riley Wealth Advisors, an estimated $210K added.
  • The largest MV Oil Trust seller in Q3 2019 was RR Advisors, an estimated $250K sold.

Based on aggregated 13F filings for Q3 2019.