MVO

MV Oil Trust
MVO

Overview Fund Activity

24 hedge funds and large institutions have $724K invested in MV Oil Trust in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
2
Reduced
5
Closed
3
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
SF
1
Symphony Financial
Texas
$151K
2
CS
2
Capital Square
Tennessee
$21K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6K
4
BlackRock
4
BlackRock
New York
$3K
5
CAN
5
Claraphi Advisory Network
United States
$1K

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$0
2
Bank of America
2
Bank of America
North Carolina
$8K
3
TAM
3
Tocqueville Asset Management
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$110K
Name Market Value Shares Shares
Change 		Shares
Change %
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$160K 66,534 -4,153 -6%
SF
2
Symphony Financial
Texas
$151K 62,405 +62,405 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$144K 17,000 – –
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$110K 46,031 -7,969 -15%
VAG
5
VisionPoint Advisory Group
Texas
$51K 21,250 – –
IIC
6
Integrated Investment Consultants
Michigan
$48K 20,000 – –
CS
7
Capital Square
Tennessee
$21K 8,929 +8,929 New
Bank of America
8
Bank of America
North Carolina
$8K 3,557 -132,866 -97%
Osaic Holdings
9
Osaic Holdings
Arizona
$6K 2,705 +2,705 New
UBS Group
10
UBS Group
Switzerland
$5K 2,147 – –
ASN
11
Advisory Services Network
Georgia
$3K 1,399 +44 +3%
BlackRock
12
BlackRock
New York
$3K 1,200 +1,200 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2K 650 -110 -14%
SFS
14
Sowell Financial Services
Arkansas
$2K 1,000 – –
Wells Fargo
15
Wells Fargo
California
$2K 1,003 – –
WEC
16
Winslow Evans & Crocker
Massachusetts
$2K 50 – –
Morgan Stanley
17
Morgan Stanley
New York
$1K 400 -2,000 -83%
GRP
18
Global Retirement Partners
California
$1K 310 – –
Group One Trading
19
Group One Trading
Illinois
$1K 487 – –
WAS
20
Winch Advisory Services
Wisconsin
$1K 407 +13 +3%
CAN
21
Claraphi Advisory Network
United States
$1K 227 +227 New
HWA
22
HHM Wealth Advisors
Tennessee
$1K 550 +550 New
BRWA
23
B. Riley Wealth Advisors
Florida
– – -81,300 Closed
TAM
24
Tocqueville Asset Management
New York
– – -40,000 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
– – -21,097 Closed
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