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MVO

MV Oil Trust

21 hedge funds and large institutions have $3.96M invested in MV Oil Trust in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0.08% less ownership

Funds ownership: 2.68%2.59% (-0.08%)

1% less capital invested

Capital invested by funds: $3.99M → $3.96M (-$30.7K)

13% less funds holding

Funds holding: 2421 (-3)

32% less call options, than puts

Call options by funds: $335K | Put options by funds: $490K

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
4
Closed
4
Calls
$335K
Puts
$490K
Net Calls
-$155K
Net Calls Change
+$610K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1
Symphony Financial
Texas
$924K +$5.45K +429 +0.6%
SWM
2
Selective Wealth Management
Virginia
$853K -$136K -10,688 -13%
Citadel Advisors
3
Citadel Advisors
Florida
$453K +$188K +14,767 +80%
Morgan Stanley
4
Morgan Stanley
New York
$407K +$315K +24,763 +485%
RWA
5
Redhawk Wealth Advisors
Minnesota
$258K -$51.9K -4,085 -18%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$246K
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$242K +$13.5K +1,060 +6%
BlackRock
8
BlackRock
New York
$178K +$47.8K +3,759 +41%
RAG
9
RIA Advisory Group
Iowa
$164K
Bank of America
10
Bank of America
North Carolina
$55.2K
SC
11
SouthState Corp
Florida
$54.5K
Simplex Trading
12
Simplex Trading
Illinois
$43K +$40.8K +3,208 New
UBS Group
13
UBS Group
Switzerland
$17K +$5.08K +400 +47%
PA
14
PSI Advisors
Florida
$13.6K -$17.2K -1,350 -57%
Osaic Holdings
15
Osaic Holdings
Arizona
$13.6K
US Bancorp
16
US Bancorp
Minnesota
$13.6K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10K -$44.5K -3,500 -83%
NECFA
18
New England Capital Financial Advisors
Connecticut
$9.54K
HI
19
Harbour Investments
Wisconsin
$1.36K
MHR
20
Matthew Hamilton Rosenberg
$1.36K
Wells Fargo
21
Wells Fargo
California
$11
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$373K -29,322 Closed
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
-$48.2K -3,775 Closed
Group One Trading
24
Group One Trading
Illinois
-$47.1K -3,703 Closed
VAG
25
VisionPoint Advisory Group
Texas
-$19K -1,500 Closed

MVO Hedge Fund Activity: Q3 2023 in Review

21 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2023, worth a combined $3.96M — down 0.77% from $3.99M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MVO and 1 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Morgan Stanley, adding an estimated $315K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $373K sold.

  • 21 institutional investors held MV Oil Trust (MVO) as of Q3 2023, down from 24 in Q2 2023.
  • Funds reported $3.96M of MV Oil Trust stock for Q3 2023, down 0.77% quarter-over-quarter.
  • 1 fund opened new MV Oil Trust positions in Q3 2023 and 4 closed out, a net change of -3 holders.
  • The largest MV Oil Trust buyer in Q3 2023 was Morgan Stanley, an estimated $315K added.
  • The largest MV Oil Trust seller in Q3 2023 was Susquehanna International Group, an estimated $373K sold.

Based on aggregated 13F filings for Q3 2023.