MVO

MV Oil Trust

27 hedge funds and large institutions have $5.25M invested in MV Oil Trust in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
4
Closed
3
Calls
$534K
Puts
$223K
Net Calls
+$311K
Net Calls Change
+$290K
Name Market Value Shares Shares
Change
Shares
Change %
SWM
1
Selective Wealth Management
Virginia
$1.77M 151,006 +151,006 New
SF
2
Symphony Financial
Texas
$882K 76,280 +7,784 +11%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$610K 51,823 +51,823 New
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$317K 26,922
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$254K 21,542 +376 +2%
Morgan Stanley
6
Morgan Stanley
New York
$241K 20,473 -20,477 -50%
IIC
7
Integrated Investment Consultants
Michigan
$236K 20,000
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$227K 19,264 -24,697 -56%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$200K 17,000
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$137K 11,614 +11,614 New
PAG
11
Private Advisor Group
New Jersey
$128K 10,900 +10,900 New
Osaic Holdings
12
Osaic Holdings
Arizona
$116K 9,830 +8,030 +446%
SC
13
SouthState Corp
Florida
$47K 4,000
Bank of America
14
Bank of America
North Carolina
$16K 1,300
PA
15
PSI Advisors
Florida
$14K 1,150 +200 +21%
BlackRock
16
BlackRock
New York
$14K 1,151 +1,151 New
HR
17
Howe & Rusling
New York
$13K 1,132 +48 +4%
UBS Group
18
UBS Group
Switzerland
$9K 747 -3,662 -83%
WAM
19
Worth Asset Management
Texas
$7K 750 +750 New
Simplex Trading
20
Simplex Trading
Illinois
$6K 583 +583 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$4K 300
US Bancorp
22
US Bancorp
Minnesota
$2K 180
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$1K 60
MCC
24
Money Concepts Capital
Florida
$1K 50 +50 New
SPC
25
Sigma Planning Corp
Michigan
-11,223 Closed