MVO

MV Oil Trust
MVO

Overview Fund Activity

22 hedge funds and large institutions have $3.01M invested in MV Oil Trust in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$833K
2
BRWA
B. Riley Wealth Advisors
Florida
+$264K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$132K
4
WAS
Winch Advisory Services
Wisconsin
+$61

Top Sellers

1
RA
RR Advisors
Texas
-$7.1M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$39.5K
3
UBS Group
UBS Group
Switzerland
-$20.7K
4
QCIG
Quad-Cities Investment Group
Iowa
-$6K
5
ASN
Advisory Services Network
Georgia
-$2.42K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$855K +$833K +132,923 +3,798%
BRWA
2
B. Riley Wealth Advisors
Florida
$510K +$264K +42,100 +107%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$443K -$39.5K -6,300 -8%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$339K – – –
TAM
5
Tocqueville Asset Management
New York
$251K – – –
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$144K – – –
VAG
7
VisionPoint Advisory Group
Texas
$133K – – –
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$132K +$132K +21,097 New
IIC
9
Integrated Investment Consultants
Michigan
$125K – – –
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$16K – – –
Morgan Stanley
11
Morgan Stanley
New York
$15K – – –
UBS Group
12
UBS Group
Switzerland
$13K -$20.7K -3,424 -61%
ASN
13
Advisory Services Network
Georgia
$8K -$2.42K -409 -23%
Wells Fargo
14
Wells Fargo
California
$6K – – –
SFS
15
Sowell Financial Services
Arkansas
$6K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5K – – –
Group One Trading
17
Group One Trading
Illinois
$3K – – –
GRP
18
Global Retirement Partners
California
$2K – – –
WEC
19
Winslow Evans & Crocker
Massachusetts
$2K – – –
WAS
20
Winch Advisory Services
Wisconsin
$2K +$61 +12 +3%
US Bancorp
21
US Bancorp
Minnesota
$1K – – –
AG
22
Advisor Group
Arizona
$1K – – –
RA
23
RR Advisors
Texas
– -$7.1M -936,000 Closed
QCIG
24
Quad-Cities Investment Group
Iowa
– -$6K -700 Closed
VFA
25
Valeo Financial Advisors
Indiana
– -$1K -100 Closed