MVO

MV Oil Trust
MVO

Overview Fund Activity

25 hedge funds and large institutions have $1.2M invested in MV Oil Trust in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
4
Closed
2
Calls
$25K
Puts
–
Net Calls
+$25K
Net Calls Change
+$25K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$330K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$33K
3
SF
3
Symphony Financial
Texas
$219K
4
Simplex Trading
4
Simplex Trading
Illinois
$16K
5
ICP
5
Interchange Capital Partners
Pennsylvania
$10K

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$92K
2
VAG
2
VisionPoint Advisory Group
Texas
$57K
3
MFT
3
Moisand Fitzgerald Tamayo
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$22K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$330K 105,976 +104,352 +6,426%
SF
2
Symphony Financial
Texas
$219K 69,613 +7,321 +12%
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
$144K 46,031 – –
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$92K 29,500 -17,638 -37%
IIC
6
Integrated Investment Consultants
Michigan
$62K 20,000 – –
VAG
7
VisionPoint Advisory Group
Texas
$57K 18,250 -3,000 -14%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$33K 10,696 +10,696 New
Osaic Holdings
9
Osaic Holdings
Arizona
$23K 7,400 +1,800 +32%
UBS Group
10
UBS Group
Switzerland
$22K 7,038 -1,213 -15%
Simplex Trading
11
Simplex Trading
Illinois
$16K 5,439 +5,439 New
SC
12
SouthState Corp
Florida
$12K 4,000 – –
ICP
13
Interchange Capital Partners
Pennsylvania
$10K 3,320 +3,320 New
BlackRock
14
BlackRock
New York
$8K 2,668 – –
Bank of America
15
Bank of America
North Carolina
$6K 1,835 – –
GA
16
GoalVest Advisory
New York
$6K 1,900 +1,900 New
ASN
17
Advisory Services Network
Georgia
$5K 1,538 +53 +4%
SFS
18
Sowell Financial Services
Arkansas
$3K 1,000 – –
HWA
19
HHM Wealth Advisors
Tennessee
$2K 550 – –
Group One Trading
20
Group One Trading
Illinois
$2K 500 +500 New
US Bancorp
21
US Bancorp
Minnesota
$1K 180 – –
GRP
22
Global Retirement Partners
California
$1K 310 – –
MFT
23
Moisand Fitzgerald Tamayo
Florida
– – -1,548 Closed
Wells Fargo
24
Wells Fargo
California
$0 1 -1,001 -100%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– – -650 Closed
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