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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.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

29% more capital invested

Capital invested by funds: $1.81M → $2.35M (+$532K)

16% more call options, than puts

Call options by funds: $154K | Put options by funds: $133K

0.47% more ownership

Funds ownership: 1.84%2.31% (+0.47%)

9% less funds holding

Funds holding: 2321 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

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 Holding Trade Value Shares
Change
Change in
Stake
SF
1
Symphony Financial
Texas
$604K +$1.08K +127 +0.2%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$388K +$90K +10,592 +32%
Morgan Stanley
3
Morgan Stanley
New York
$362K +$311K +36,575 +836%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$238K -$12.7K -1,500 -5%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$187K +$30.6K +3,598 +20%
IIC
6
Integrated Investment Consultants
Michigan
$177K
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$150K +$144K +17,000 New
SPC
8
Sigma Planning Corp
Michigan
$99K +$4.04K +475 +4%
UBS Group
9
UBS Group
Switzerland
$39K +$19.2K +2,262 +105%
SC
10
SouthState Corp
Florida
$35K
Osaic Holdings
11
Osaic Holdings
Arizona
$16K -$2.55K -300 -14%
Bank of America
12
Bank of America
North Carolina
$12K
HR
13
Howe & Rusling
New York
$10K +$365 +43 +4%
VRM
14
Vectors Research Management
New York
$9K +$8.5K +1,000 New
PA
15
PSI Advisors
Florida
$8K
HWA
16
HHM Wealth Advisors
Tennessee
$5K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$3K +$2.55K +300 New
US Bancorp
18
US Bancorp
Minnesota
$2K
HI
19
Harbour Investments
Wisconsin
$1K
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$1K
Citadel Advisors
21
Citadel Advisors
Florida
-$132K -15,534 Closed
BFEC
22
Benjamin F. Edwards & Company
Missouri
-$9K -1,000 Closed
Group One Trading
23
Group One Trading
Illinois
-$569 -67 Closed

MVO Hedge Fund Activity: Q4 2021 in Review

21 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q4 2021, worth a combined $2.35M — up 29% from $1.81M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MVO and 3 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $311K. The largest seller was Citadel Advisors, exiting entirely with an estimated $132K sold.

  • 21 institutional investors held MV Oil Trust (MVO) as of Q4 2021, down from 23 in Q3 2021.
  • Funds reported $2.35M of MV Oil Trust stock for Q4 2021, up 29% quarter-over-quarter.
  • 3 funds opened new MV Oil Trust positions in Q4 2021 and 5 closed out, a net change of -2 holders.
  • The largest MV Oil Trust buyer in Q4 2021 was Morgan Stanley, an estimated $311K added.
  • The largest MV Oil Trust seller in Q4 2021 was Citadel Advisors, an estimated $132K sold.

Based on aggregated 13F filings for Q4 2021.