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MVO

MV Oil Trust

27 hedge funds and large institutions have $6.06M invested in MV Oil Trust in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

278% more call options, than puts

Call options by funds: $510K | Put options by funds: $135K

16% more capital invested

Capital invested by funds: $5.25M → $6.06M (+$814K)

0.77% more ownership

Funds ownership: 3.9%4.67% (+0.77%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
2
Closed
4
Calls
$510K
Puts
$135K
Net Calls
+$375K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
Selective Wealth Management
Virginia
$2.93M +$1.23M +111,244 +74%
SF
2
Symphony Financial
Texas
$904K +$9.77K +881 +1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$553K +$331K +29,892 +155%
Morgan Stanley
4
Morgan Stanley
New York
$370K +$138K +12,455 +61%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$260K +$8.29K +748 +3%
IIC
6
Integrated Investment Consultants
Michigan
$225K
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$169K -$22.2K -2,000 -12%
Simplex Trading
8
Simplex Trading
Illinois
$144K +$136K +12,284 +2,107%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$139K +$8.44K +761 +7%
PAG
10
Private Advisor Group
New Jersey
$123K
BlackRock
11
BlackRock
New York
$90K +$75.8K +6,833 +594%
SC
12
SouthState Corp
Florida
$45K
Osaic Holdings
13
Osaic Holdings
Arizona
$35K -$74.3K -6,702 -68%
PA
14
PSI Advisors
Florida
$16K +$2.77K +250 +22%
Bank of America
15
Bank of America
North Carolina
$14K
HR
16
Howe & Rusling
New York
$13K +$488 +44 +4%
TWC
17
TD Waterhouse Canada
Ontario, Canada
$9.13K +$6.65K +600 New
UBS Group
18
UBS Group
Switzerland
$8K
WAM
19
Worth Asset Management
Texas
$8K
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$3K
US Bancorp
21
US Bancorp
Minnesota
$2K
SSG
22
Summit Securities Group
New York
$2K +$2.22K +200 New
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$1K
HI
24
Harbour Investments
Wisconsin
$1K +$1.11K +100 New
MHR
25
Matthew Hamilton Rosenberg
$1K +$1.11K +100 New

MVO Hedge Fund Activity: Q2 2022 in Review

27 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q2 2022, worth a combined $6.06M — up 16% from $5.25M a quarter earlier.

Fund positioning in MVO was balanced in Q2 2022: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 2 trimmed.

The largest buyer was Selective Wealth Management, adding an estimated $1.23M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $610K sold.

  • 27 institutional investors held MV Oil Trust (MVO) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $6.06M of MV Oil Trust stock for Q2 2022, up 16% quarter-over-quarter.
  • 4 funds opened new MV Oil Trust positions in Q2 2022 and 4 closed out, a net change of 0 holders.
  • The largest MV Oil Trust buyer in Q2 2022 was Selective Wealth Management, an estimated $1.23M added.
  • The largest MV Oil Trust seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $610K sold.

Based on aggregated 13F filings for Q2 2022.