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MVO

MV Oil Trust

24 hedge funds and large institutions have $6.66M invested in MV Oil Trust in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $746K | Put options by funds: $427K

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $6.06M → $6.66M (+$597K)

0% less ownership

Funds ownership: 4.67%4.67% (-0%)

11% less funds holding

Funds holding: 2724 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
6
Closed
5
Calls
$746K
Puts
$427K
Net Calls
+$319K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
Selective Wealth Management
Virginia
$3.22M -$44.8K -3,734 -1%
SF
2
Symphony Financial
Texas
$954K +$20.3K +1,692 +2%
Simplex Trading
3
Simplex Trading
Illinois
$587K +$411K +34,271 +266%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$486K -$122K -10,146 -21%
Morgan Stanley
5
Morgan Stanley
New York
$294K -$112K -9,323 -28%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$249K +$91.4K +7,623 +62%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$224K +$36K +3,000 +20%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$177K -$96.6K -8,063 -36%
PAG
9
Private Advisor Group
New Jersey
$136K
BlackRock
10
BlackRock
New York
$75K -$24.1K -2,011 -25%
Osaic Holdings
11
Osaic Holdings
Arizona
$54K +$15.5K +1,295 +41%
SC
12
SouthState Corp
Florida
$50K
Group One Trading
13
Group One Trading
Illinois
$34K +$32.5K +2,715 New
UBS Group
14
UBS Group
Switzerland
$29K +$18.6K +1,550 +207%
PA
15
PSI Advisors
Florida
$22K +$4.2K +350 +25%
GRP
16
Global Retirement Partners
California
$18K +$16.8K +1,400 New
Bank of America
17
Bank of America
North Carolina
$16K
HR
18
Howe & Rusling
New York
$16K +$839 +70 +6%
WAM
19
Worth Asset Management
Texas
$9K
US Bancorp
20
US Bancorp
Minnesota
$2K
SSG
21
Summit Securities Group
New York
$1K -$1.2K -100 -50%
HI
22
Harbour Investments
Wisconsin
$1K
MHR
23
Matthew Hamilton Rosenberg
$1K
IIC
24
Integrated Investment Consultants
Michigan
-$225K -20,000 Closed
TWC
25
TD Waterhouse Canada
Ontario, Canada
-$9.13K -600 Closed

MVO Hedge Fund Activity: Q3 2022 in Review

24 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2022, worth a combined $6.66M — up 9.8% from $6.06M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MVO and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Simplex Trading, adding an estimated $411K. The largest seller was Integrated Investment Consultants, exiting entirely with an estimated $225K sold.

  • 24 institutional investors held MV Oil Trust (MVO) as of Q3 2022, down from 27 in Q2 2022.
  • Funds reported $6.66M of MV Oil Trust stock for Q3 2022, up 9.8% quarter-over-quarter.
  • 2 funds opened new MV Oil Trust positions in Q3 2022 and 5 closed out, a net change of -3 holders.
  • The largest MV Oil Trust buyer in Q3 2022 was Simplex Trading, an estimated $411K added.
  • The largest MV Oil Trust seller in Q3 2022 was Integrated Investment Consultants, an estimated $225K sold.

Based on aggregated 13F filings for Q3 2022.