MVO

MV Oil Trust

22 hedge funds and large institutions have $1.66M invested in MV Oil Trust in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
5
Closed
4
Calls
$53K
Puts
Net Calls
+$53K
Net Calls Change
+$28K
Name Market Value Shares Shares
Change
Shares
Change %
SF
1
Symphony Financial
Texas
$433K 83,276 +13,663 +20%
Morgan Stanley
2
Morgan Stanley
New York
$430K 99,000 -6,976 -7%
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$183K 42,166 -3,865 -8%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$144K 17,000
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$128K 29,500
IIC
6
Integrated Investment Consultants
Michigan
$87K 20,000
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$71K 16,334 +5,638 +53%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$55K 12,650 +12,650 New
Wells Fargo
9
Wells Fargo
California
$38K 8,666 +8,665 +866,500%
SC
10
SouthState Corp
Florida
$17K 4,000
Osaic Holdings
11
Osaic Holdings
Arizona
$12K 2,900 -4,500 -61%
BlackRock
12
BlackRock
New York
$12K 2,668
Simplex Trading
13
Simplex Trading
Illinois
$11K 2,661 -2,778 -51%
UBS Group
14
UBS Group
Switzerland
$9K 2,147 -4,891 -69%
Bank of America
15
Bank of America
North Carolina
$9K 2,135 +300 +16%
GA
16
GoalVest Advisory
New York
$8K 1,900
SFS
17
Sowell Financial Services
Arkansas
$5K 1,000
Group One Trading
18
Group One Trading
Illinois
$2K 500
HWA
19
HHM Wealth Advisors
Tennessee
$2K 550
US Bancorp
20
US Bancorp
Minnesota
$1K 180
VAG
21
VisionPoint Advisory Group
Texas
-18,250 Closed
ICP
22
Interchange Capital Partners
Pennsylvania
-3,320 Closed
ASN
23
Advisory Services Network
Georgia
-1,538 Closed
GRP
24
Global Retirement Partners
California
-310 Closed
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$0 60