MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
9 hedge funds and large institutions have $345K invested in MFS SPECIAL VALUE TRUST in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
29% more capital invested
Capital invested by funds: $267K → $345K (+$78.2K)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$82.8K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$23.5K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$145 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$22.5K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.24K |
| 3 |
Morgan Stanley
New York
|
-$4.89K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.62K |
| 5 |
Citigroup
New York
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $137K | -$4.89K | -675 | -4% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $85K | +$82.8K | +11,433 | New |
|
|
BRWA
3
B. Riley Wealth Advisors
Boca Raton,
Florida
| $40K | +$145 | +20 | +0.4% |
|
|
U
4
UBS
Zurich,
Switzerland
| $31K | +$23.5K | +3,246 | +373% |
|
|
AIG
5
American International Group
New York
| $25K | – | – | – |
|
|
6
Wells Fargo
San Francisco,
California
| $21K | -$7.24K | -1,000 | -26% |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
|
8
Barclays
London,
United Kingdom
| $1K | -$22.5K | -3,103 | -94% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| – | -$4.62K | -638 | -92% |
|
|
10
Citigroup
New York
| – | -$4K | -500 | Closed |
|
MFV Hedge Fund Activity: Q1 2014 in Review
9 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q1 2014, worth a combined $345K — up 29% from $267K a quarter earlier.
Fund positioning in MFV was balanced in Q1 2014: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $82.8K. The largest seller was Barclays, cutting an estimated $22.5K.
- 9 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $345K of MFS SPECIAL VALUE TRUST stock for Q1 2014, up 29% quarter-over-quarter.
- 1 fund opened new MFS SPECIAL VALUE TRUST positions in Q1 2014 and 1 closed out, a net change of 0 holders.
- The largest MFS SPECIAL VALUE TRUST buyer in Q1 2014 was Commonwealth Equity Services, an estimated $82.8K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q1 2014 was Barclays, an estimated $22.5K sold.
Based on aggregated 13F filings for Q1 2014.