MVO

MV Oil Trust

23 hedge funds and large institutions have $2.88M invested in MV Oil Trust in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
5
Closed
3
Calls
$63K
Puts
$54K
Net Calls
+$9K
Net Calls Change
-$44K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.19M 140,267 +41,267 +42%
SF
2
Symphony Financial
Texas
$567K 66,716 -16,560 -20%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$250K 29,500
IIC
4
Integrated Investment Consultants
Michigan
$170K 20,000
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$144K 17,000
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$115K 13,532 -2,802 -17%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$113K 13,351 +701 +6%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$95K 11,152 -31,014 -74%
SPC
9
Sigma Planning Corp
Michigan
$88K 10,326 +10,326 New
SC
10
SouthState Corp
Florida
$34K 4,000
Osaic Holdings
11
Osaic Holdings
Arizona
$21K 2,400 -500 -17%
Bank of America
12
Bank of America
North Carolina
$19K 2,135
UBS Group
13
UBS Group
Switzerland
$18K 2,147
GA
14
GoalVest Advisory
New York
$16K 1,900
ASN
15
Advisory Services Network
Georgia
$14K 1,650 +1,650 New
Group One Trading
16
Group One Trading
Illinois
$8K 1,000 +500 +100%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$8K 1,000 +1,000 New
HWA
18
HHM Wealth Advisors
Tennessee
$5K 550
US Bancorp
19
US Bancorp
Minnesota
$2K 180
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$1K 60
HI
21
Harbour Investments
Wisconsin
$1K 100
Wells Fargo
22
Wells Fargo
California
$0 2 -8,664 -100%
BlackRock
23
BlackRock
New York
-2,668 Closed
Simplex Trading
24
Simplex Trading
Illinois
-2,661 Closed
SFS
25
Sowell Financial Services
Arkansas
-1,000 Closed