MVO

MV Oil Trust
MVO

Overview Fund Activity

21 hedge funds and large institutions have $2.79M invested in MV Oil Trust in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-11
Holders Change %
-34.38%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
5
Closed
11
Calls
$197K
Puts
$1.18M
Net Calls
-$983K
Net Calls Change
-$631K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$598K
2
Marshall Wace
Marshall Wace
United Kingdom
$181K
3
BlackRock
BlackRock
New York
$110K
4
PA
PSI Advisors
Florida
$32.6K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$53.4K
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
MGAM
McGowan Group Asset Management
Texas
$0
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
1
Symphony Financial
Texas
$912K +$431 +37 +0%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$598K +$402K +33,901 +205%
RWA
3
Redhawk Wealth Advisors
Minnesota
$272K +$425 +36 +0.2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$214K – – –
Marshall Wace
5
Marshall Wace
United Kingdom
$181K +$181K +15,240 New
RAG
6
RIA Advisory Group
Iowa
$142K – – –
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$119K -$82.1K -6,941 -41%
BlackRock
8
BlackRock
New York
$110K +$12.8K +1,078 +13%
Morgan Stanley
9
Morgan Stanley
New York
$53.4K -$522K -43,995 -91%
SC
10
SouthState Corp
Florida
$47.2K – – –
PA
11
PSI Advisors
Florida
$32.6K +$11.9K +1,000 +57%
ASN
12
Advisory Services Network
Georgia
$26.5K +$664 +56 +3%
WAM
13
Worth Asset Management
Texas
$25.4K -$24.4K -2,060 -49%
Bank of America
14
Bank of America
North Carolina
$15.4K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$11.9K -$23.8K -2,005 -67%
UBS Group
16
UBS Group
Switzerland
$10K -$10.5K -883 -51%
NECFA
17
New England Capital Financial Advisors
Connecticut
$8.3K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8K +$8K +700 New
DWA
19
Delos Wealth Advisors
Texas
$1.96K – – –
MHR
20
Matthew Hamilton Rosenberg
$1.19K – – –
HI
21
Harbour Investments
Wisconsin
$1.19K – – –
Wells Fargo
22
Wells Fargo
California
$10 -$16 -1 Closed
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
– -$397K -24,337 Closed
Citadel Advisors
24
Citadel Advisors
Florida
– -$306K -18,721 Closed
MGAM
25
McGowan Group Asset Management
Texas
– -$204K -12,497 Closed
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