MVO

MV Oil Trust
MVO

Overview Fund Activity

20 hedge funds and large institutions have $2.39M invested in MV Oil Trust in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
4
Closed
4
Calls
$104K
Puts
$194K
Net Calls
-$90K
Net Calls Change
-$167K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$159K
2
Morgan Stanley
Morgan Stanley
New York
$95.6K
3
Group One Trading
Group One Trading
Illinois
$43.5K
4
CB
CNB Bank
Pennsylvania
$18.5K
5
SF
Symphony Financial
Texas
$652K

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$0
2
SWM
Selective Wealth Management
Virginia
$370K
3
BlackRock
BlackRock
New York
$65.7K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
1
Symphony Financial
Texas
$652K +$12.2K +1,302 +2%
SWM
2
Selective Wealth Management
Virginia
$370K -$197K -20,033 -35%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$296K +$5.2K +550 +2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$252K -$71.4K -7,546 -22%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$170K – – –
UBS Group
6
UBS Group
Switzerland
$159K +$147K +15,580 +1,249%
RAG
7
RIA Advisory Group
Iowa
$119K +$119K +12,525 New
Morgan Stanley
8
Morgan Stanley
New York
$95.6K +$71.9K +7,598 +304%
BlackRock
9
BlackRock
New York
$65.7K -$197K -20,785 -75%
Group One Trading
10
Group One Trading
Illinois
$43.5K +$43.5K +4,600 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39K +$9.4K +1,000 +32%
SC
12
SouthState Corp
Florida
$37.9K – – –
Bank of America
13
Bank of America
North Carolina
$30.7K -$2.84K -300 -8%
CB
14
CNB Bank
Pennsylvania
$18.5K +$18.5K +1,953 New
Osaic Holdings
15
Osaic Holdings
Arizona
$15.7K +$142 +15 +0.9%
Simplex Trading
16
Simplex Trading
Illinois
$10K +$10K +1,103 New
NECFA
17
New England Capital Financial Advisors
Connecticut
$6.62K – – –
WAS
18
Winch Advisory Services
Wisconsin
$3.78K +$3.78K +400 New
HI
19
Harbour Investments
Wisconsin
$946 – – –
Wells Fargo
20
Wells Fargo
California
$8 – – –
Marshall Wace
21
Marshall Wace
United Kingdom
– -$307K -32,576 Closed
Citadel Advisors
22
Citadel Advisors
Florida
– -$101K -10,678 Closed
Barclays
23
Barclays
United Kingdom
– -$4K -438 Closed
Jones Financial Companies
24
Jones Financial Companies
Missouri
– -$2.63K -279 Closed