We are live on ! Find out more
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.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

139% more call options, than puts

Call options by funds: $534K | Put options by funds: $223K

124% more capital invested

Capital invested by funds: $2.35M → $5.25M (+$2.9M)

29% more funds holding

Funds holding: 2127 (+6)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

1.59% more ownership

Funds ownership: 2.31%3.9% (+1.6%)

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 Holding Trade Value Shares
Change
Change in
Stake
SWM
1
Selective Wealth Management
Virginia
$1.77M +$1.55M +151,006 New
SF
2
Symphony Financial
Texas
$882K +$80.1K +7,784 +11%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$610K +$533K +51,823 New
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$317K
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$254K +$3.87K +376 +2%
Morgan Stanley
6
Morgan Stanley
New York
$241K -$211K -20,477 -50%
IIC
7
Integrated Investment Consultants
Michigan
$236K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$227K -$254K -24,697 -56%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$200K
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$137K +$120K +11,614 New
PAG
11
Private Advisor Group
New Jersey
$128K +$112K +10,900 New
Osaic Holdings
12
Osaic Holdings
Arizona
$116K +$82.6K +8,030 +446%
SC
13
SouthState Corp
Florida
$47K
Bank of America
14
Bank of America
North Carolina
$16K
PA
15
PSI Advisors
Florida
$14K +$2.06K +200 +21%
BlackRock
16
BlackRock
New York
$14K +$11.8K +1,151 New
HR
17
Howe & Rusling
New York
$13K +$494 +48 +4%
UBS Group
18
UBS Group
Switzerland
$9K -$37.7K -3,662 -83%
WAM
19
Worth Asset Management
Texas
$7K +$7.72K +750 New
Simplex Trading
20
Simplex Trading
Illinois
$6K +$6K +583 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$4K
US Bancorp
22
US Bancorp
Minnesota
$2K
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$1K
MCC
24
Money Concepts Capital
Florida
$1K +$515 +50 New
SPC
25
Sigma Planning Corp
Michigan
-$99K -11,223 Closed

MVO Hedge Fund Activity: Q1 2022 in Review

27 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q1 2022, worth a combined $5.25M — up 124% from $2.35M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MVO positions and 3 closed out — a net gain of 7 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Selective Wealth Management, opening a new position worth an estimated $1.55M. The largest seller was Susquehanna International Group, cutting an estimated $254K.

  • 27 institutional investors held MV Oil Trust (MVO) as of Q1 2022, up from 21 in Q4 2021.
  • Funds reported $5.25M of MV Oil Trust stock for Q1 2022, up 124% quarter-over-quarter.
  • 10 funds opened new MV Oil Trust positions in Q1 2022 and 3 closed out, a net change of +7 holders.
  • The largest MV Oil Trust buyer in Q1 2022 was Selective Wealth Management, an estimated $1.55M added.
  • The largest MV Oil Trust seller in Q1 2022 was Susquehanna International Group, an estimated $254K sold.

Based on aggregated 13F filings for Q1 2022.