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MFV

MFS SPECIAL VALUE TRUST
MFV

Delisted

MFV was delisted on the 10th of April, 2024.

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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$82.8K
2
U
UBS
Switzerland
+$23.5K
3
BRWA
B. Riley Wealth Advisors
Florida
+$145

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$22.5K
2
Wells Fargo
Wells Fargo
California
-$7.24K
3
Morgan Stanley
Morgan Stanley
New York
-$4.89K
4
TRCT
Tower Research Capital (TRC)
New York
-$4.62K
5
Citigroup
Citigroup
New York
-$4K

MFV Hedge Fund Activity: Q1 2014 in Review

9 of the 3,475 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.