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.
38% more capital invested
Capital invested by funds: $1.2M → $1.66M (+$459K)
0.05% less ownership
Funds ownership: 3.09% → 3.04% (-0.05%)
12% less funds holding
Funds holding: 25 → 22 (-3)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Symphony Financial
Houston,
Texas
|
+$55.9K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$51.8K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$35.4K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$23.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$57K |
| 2 |
Morgan Stanley
New York
|
-$28.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$20K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.4K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$15.8K |
MVO Hedge Fund Activity: Q1 2021 in Review
22 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q1 2021, worth a combined $1.66M — up 38% from $1.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MVO and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 4 added.
The largest buyer was Symphony Financial, adding an estimated $55.9K. The largest seller was VisionPoint Advisory Group, exiting entirely with an estimated $57K sold.
- 22 institutional investors held MV Oil Trust (MVO) as of Q1 2021, down from 25 in Q4 2020.
- Funds reported $1.66M of MV Oil Trust stock for Q1 2021, up 38% quarter-over-quarter.
- 2 funds opened new MV Oil Trust positions in Q1 2021 and 4 closed out, a net change of -2 holders.
- The largest MV Oil Trust buyer in Q1 2021 was Symphony Financial, an estimated $55.9K added.
- The largest MV Oil Trust seller in Q1 2021 was VisionPoint Advisory Group, an estimated $57K sold.
Based on aggregated 13F filings for Q1 2021.