MVO

MV Oil Trust
MVO

Overview Fund Activity

24 hedge funds and large institutions have $9.32M 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.

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

1
BRWA
1
B. Riley Wealth Advisors
Florida
$298K
2
VAG
2
VisionPoint Advisory Group
Texas
$156K
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$584K
4
SFS
4
Sowell Financial Services
Arkansas
$8K
5
GRP
5
Global Retirement Partners
California
$2K

Top Sellers

1
RA
1
RR Advisors
Texas
$7.1M
2
BlackRock
2
BlackRock
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$18K
4
CL
4
CSS LLC
Illinois
$0
5
Group One Trading
5
Group One Trading
Illinois
$4K
Name Market Value Shares Shares
Change 		Shares
Change %
RA
1
RR Advisors
Texas
$7.1M 936,000 -33,000 -3%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$584K 76,987 +18,385 +31%
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$410K 54,000 – –
TAM
4
Tocqueville Asset Management
New York
$304K 40,000 – –
BRWA
5
B. Riley Wealth Advisors
Florida
$298K 39,200 +27,700 +241%
VAG
6
VisionPoint Advisory Group
Texas
$156K 21,250 +21,250 New
IIC
7
Integrated Investment Consultants
Michigan
$152K 20,000 – –
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$144K 17,000 – –
UBS Group
9
UBS Group
Switzerland
$43K 5,571 -941 -14%
Bank of America
10
Bank of America
North Carolina
$27K 3,500 – –
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$19K 2,500 – –
Morgan Stanley
12
Morgan Stanley
New York
$18K 2,400 -18,253 -88%
ASN
13
Advisory Services Network
Georgia
$14K 1,764 – –
Wells Fargo
14
Wells Fargo
California
$8K 1,003 +1 +0.1%
SFS
15
Sowell Financial Services
Arkansas
$8K 1,000 +1,000 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6K 760 -500 -40%
QCIG
17
Quad-Cities Investment Group
Iowa
$6K 700 +200 +40%
Group One Trading
18
Group One Trading
Illinois
$4K 487 -3,019 -86%
WAS
19
Winch Advisory Services
Wisconsin
$3K 382 -82 -18%
WEC
20
Winslow Evans & Crocker
Massachusetts
$2K 50 – –
GRP
21
Global Retirement Partners
California
$2K 310 +310 New
US Bancorp
22
US Bancorp
Minnesota
$1K 180 – –
AG
23
Advisor Group
Arizona
$1K 100 – –
VFA
24
Valeo Financial Advisors
Indiana
$1K 100 +100 New
BlackRock
25
BlackRock
New York
– – -18,385 Closed
1
2