MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
9 hedge funds and large institutions have $267K invested in MFS SPECIAL VALUE TRUST in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
91% less capital invested
Capital invested by funds: $2.89M → $267K (-$2.63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$19.4K |
| 2 |
Morgan Stanley
New York
|
+$8.42K |
| 3 |
Barclays
London,
United Kingdom
|
+$7.17K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.8K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $135K | +$8.42K | +1,175 | +7% |
|
|
BRWA
2
B. Riley Wealth Advisors
Boca Raton,
Florida
| $38K | +$215 | +30 | +0.6% |
|
3
Wells Fargo
San Francisco,
California
| $27K | – | – | – |
|
|
AIG
4
American International Group
New York
| $23.8K | +$19.4K | +2,700 | +415% |
|
|
5
Barclays
London,
United Kingdom
| $23K | +$7.17K | +1,000 | +44% |
|
|
U
6
UBS
Zurich,
Switzerland
| $6K | – | – | – |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $5K | +$4.27K | +596 | +596% |
|
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$4.8K | +670 | New |
|
9
Citigroup
New York
| $4K | +$3.58K | +500 | New |
|
|
CAN
10
Cetera Advisor Networks
El Segundo,
California
| – | -$2.67M | -81,533 | Closed |
|
MFV Hedge Fund Activity: Q4 2013 in Review
9 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q4 2013, worth a combined $267K — down 91% from $2.89M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MFV positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 0 trimmed.
The largest buyer was American International Group, adding an estimated $19.4K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $2.67M sold.
- 9 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q4 2013, up from 8 in Q3 2013.
- Funds reported $267K of MFS SPECIAL VALUE TRUST stock for Q4 2013, down 91% quarter-over-quarter.
- 2 funds opened new MFS SPECIAL VALUE TRUST positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest MFS SPECIAL VALUE TRUST buyer in Q4 2013 was American International Group, an estimated $19.4K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q4 2013 was Cetera Advisor Networks, an estimated $2.67M sold.
Based on aggregated 13F filings for Q4 2013.