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MVO

MV Oil Trust
MVO

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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

82% more capital invested

Capital invested by funds: $660K → $1.2M (+$538K)

14% more funds holding

Funds holding: 22 → 25 (+3)

0.96% more ownership

Funds ownership: 2.13% → 3.09% (+0.96%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$287K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$29.5K
3
SF
Symphony Financial
Texas
+$20.2K
4
Simplex Trading
Simplex Trading
Illinois
+$15K
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.96K

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$48.6K
2
VAG
VisionPoint Advisory Group
Texas
-$8.26K
3
MFT
Moisand Fitzgerald Tamayo
Florida
-$4K
4
UBS Group
UBS Group
Switzerland
-$3.34K
5
Wells Fargo
Wells Fargo
California
-$2.76K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$330K +$287K +104,352 +6,426%
SF
2
Symphony Financial
Texas
$219K +$20.2K +7,321 +12%
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$144K – – –
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$144K – – –
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$92K -$48.6K -17,638 -37%
IIC
6
Integrated Investment Consultants
Michigan
$62K – – –
VAG
7
VisionPoint Advisory Group
Texas
$57K -$8.26K -3,000 -14%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$33K +$29.5K +10,696 New
Osaic Holdings
9
Osaic Holdings
Arizona
$23K +$4.96K +1,800 +32%
UBS Group
10
UBS Group
Switzerland
$22K -$3.34K -1,213 -15%
Simplex Trading
11
Simplex Trading
Illinois
$16K +$15K +5,439 New
SC
12
SouthState Corp
Florida
$12K – – –
ICP
13
Interchange Capital Partners
Pennsylvania
$10K +$9.14K +3,320 New
BlackRock
14
BlackRock
New York
$8K – – –
Bank of America
15
Bank of America
North Carolina
$6K – – –
GA
16
GoalVest Advisory
New York
$6K +$5.23K +1,900 New
ASN
17
Advisory Services Network
Georgia
$5K +$146 +53 +4%
SFS
18
Sowell Financial Services
Arkansas
$3K – – –
HWA
19
HHM Wealth Advisors
Tennessee
$2K – – –
Group One Trading
20
Group One Trading
Illinois
$2K +$1.38K +500 New
GRP
21
Global Retirement Partners
California
$1K – – –
US Bancorp
22
US Bancorp
Minnesota
$1K – – –
MFT
23
Moisand Fitzgerald Tamayo
Florida
– -$4K -1,548 Closed
Wells Fargo
24
Wells Fargo
California
– -$2.76K -1,001 -100%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– -$1K -650 Closed

MVO Hedge Fund Activity: Q4 2020 in Review

25 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q4 2020, worth a combined $1.2M — up 82% from $660K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MVO positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $287K. The largest seller was Arrowstreet Capital, cutting an estimated $48.6K.

  • 25 institutional investors held MV Oil Trust (MVO) as of Q4 2020, up from 22 in Q3 2020.
  • Funds reported $1.2M of MV Oil Trust stock for Q4 2020, up 82% quarter-over-quarter.
  • 5 funds opened new MV Oil Trust positions in Q4 2020 and 2 closed out, a net change of +3 holders.
  • The largest MV Oil Trust buyer in Q4 2020 was Morgan Stanley, an estimated $287K added.
  • The largest MV Oil Trust seller in Q4 2020 was Arrowstreet Capital, an estimated $48.6K sold.

Based on aggregated 13F filings for Q4 2020.