MVO

MV Oil Trust
MVO

Overview Fund Activity

22 hedge funds and large institutions have $1.18M invested in MV Oil Trust in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Symphony Financial
Texas
$316K
2
Osaic Holdings
Osaic Holdings
Arizona
$24K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13K
4
BlackRock
BlackRock
New York
$11K
5
Morgan Stanley
Morgan Stanley
New York
$7K

Top Sellers

1
CS
Capital Square
Tennessee
$0
2
Bank of America
Bank of America
North Carolina
$8K
3
ASN
Advisory Services Network
Georgia
$0
4
CAN
Claraphi Advisory Network
United States
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$278K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
1
Symphony Financial
Texas
$316K +$54.9K +13,129 +21%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$278K -$838 -200 -0.3%
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$193K – – –
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$144K – – –
IIC
5
Integrated Investment Consultants
Michigan
$84K – – –
VAG
6
VisionPoint Advisory Group
Texas
$72K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$24K +$12.4K +2,895 +107%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13K +$10.3K +2,500 +385%
BlackRock
9
BlackRock
New York
$11K +$6.05K +1,468 +122%
UBS Group
10
UBS Group
Switzerland
$9K – – –
Bank of America
11
Bank of America
North Carolina
$8K -$7.51K -1,722 -48%
Morgan Stanley
12
Morgan Stanley
New York
$7K +$5.28K +1,224 +306%
Wells Fargo
13
Wells Fargo
California
$4K -$8 -2 -0.2%
SFS
14
Sowell Financial Services
Arkansas
$4K – – –
Group One Trading
15
Group One Trading
Illinois
$2K – – –
HWA
16
HHM Wealth Advisors
Tennessee
$2K – – –
WAS
17
Winch Advisory Services
Wisconsin
$2K +$120 +26 +6%
US Bancorp
18
US Bancorp
Minnesota
$1K – – –
GRP
19
Global Retirement Partners
California
$1K – – –
CS
20
Capital Square
Tennessee
– -$21K -8,929 Closed
ASN
21
Advisory Services Network
Georgia
– -$3K -1,399 Closed
CAN
22
Claraphi Advisory Network
United States
– -$1K -227 Closed