MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
5 hedge funds and large institutions have $448K invested in MFS SPECIAL VALUE TRUST in 2014 Q3 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 0 closing their positions.
22% more capital invested
Capital invested by funds: $367K → $448K (+$81.6K)
0% more funds holding
Funds holding: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$83.7K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$2.97K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$323 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $270K | +$83.7K | +10,895 | +44% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $103K | +$323 | +42 | +0.3% |
|
|
U
3
UBS
Zurich,
Switzerland
| $29K | +$2.97K | +387 | +11% |
|
|
AIG
4
American International Group
New York
| $25.5K | – | – | – |
|
5
Wells Fargo
San Francisco,
California
| $21K | – | – | – |
|
MFV Hedge Fund Activity: Q3 2014 in Review
5 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q3 2014, worth a combined $448K — up 22% from $367K a quarter earlier.
Fund positioning in MFV was balanced in Q3 2014: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $83.7K.
- 5 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $448K of MFS SPECIAL VALUE TRUST stock for Q3 2014, up 22% quarter-over-quarter.
- 0 funds opened new MFS SPECIAL VALUE TRUST positions in Q3 2014 and 0 closed out.
- The largest MFS SPECIAL VALUE TRUST buyer in Q3 2014 was Morgan Stanley, an estimated $83.7K added.
Based on aggregated 13F filings for Q3 2014.