MVO

MV Oil Trust

21 hedge funds and large institutions have $2.35M invested in MV Oil Trust in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
2
Closed
5
Calls
$154K
Puts
$133K
Net Calls
+$21K
Net Calls Change
-$149K
Name Market Value Shares Shares
Change
Shares
Change %
SF
1
Symphony Financial
Texas
$604K 68,496 +127 +0.2%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$388K 43,961 +10,592 +32%
Morgan Stanley
3
Morgan Stanley
New York
$362K 40,950 +36,575 +836%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$238K 26,922 -1,500 -5%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$187K 21,166 +3,598 +20%
IIC
6
Integrated Investment Consultants
Michigan
$177K 20,000
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$150K 17,000 +17,000 New
SPC
8
Sigma Planning Corp
Michigan
$99K 11,223 +475 +4%
UBS Group
9
UBS Group
Switzerland
$39K 4,409 +2,262 +105%
SC
10
SouthState Corp
Florida
$35K 4,000
Osaic Holdings
11
Osaic Holdings
Arizona
$16K 1,800 -300 -14%
Bank of America
12
Bank of America
North Carolina
$12K 1,300
HR
13
Howe & Rusling
New York
$10K 1,084 +43 +4%
VRM
14
Vectors Research Management
New York
$9K 1,000 +1,000 New
PA
15
PSI Advisors
Florida
$8K 950
HWA
16
HHM Wealth Advisors
Tennessee
$5K 550
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$3K 300 +300 New
US Bancorp
18
US Bancorp
Minnesota
$2K 180
HI
19
Harbour Investments
Wisconsin
$1K 100
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$1K 60
Citadel Advisors
21
Citadel Advisors
Florida
-15,534 Closed
BFEC
22
Benjamin F. Edwards & Company
Missouri
-1,000 Closed
Group One Trading
23
Group One Trading
Illinois
-67 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-27 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-1 Closed