MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
12 hedge funds and large institutions have $594K invested in MFS SPECIAL VALUE TRUST in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.
140% more funds holding
Funds holding: 5 → 12 (+7)
33% more capital invested
Capital invested by funds: $448K → $594K (+$146K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
+$101K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$39.8K |
| 3 |
Morgan Stanley
New York
|
+$22.4K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$15K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.35K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $280K | +$22.4K | +2,993 | +8% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $108K | +$9.35K | +1,250 | +9% |
|
|
DA
3
Doliver Advisors
Houston,
Texas
| $97K | +$101K | +13,478 | New |
|
4
UBS Group
Zurich,
Switzerland
| $27K | +$28.2K | +3,764 | New |
|
|
AIG
5
American International Group
New York
| $24.4K | – | – | – |
|
6
Wells Fargo
San Francisco,
California
| $20K | +$7 | +1 | +0% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $15K | +$15K | +2,000 | New |
|
8
Creative Planning
Overland Park,
Kansas
| $7K | +$7.48K | +1,000 | New |
|
9
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | +$7.48K | +1,000 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $7K | +$7.48K | +1,000 | New |
|
11
Barclays
London,
United Kingdom
| $2K | +$2.44K | +326 | New |
|
|
BRWA
12
B. Riley Wealth Advisors
Boca Raton,
Florida
| $39 | +$39.8K | +5,320 | New |
|
MFV Hedge Fund Activity: Q4 2014 in Review
12 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q4 2014, worth a combined $594K — up 33% from $448K a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MFV positions and 0 closed out — a net gain of 8 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Doliver Advisors, opening a new position worth an estimated $101K.
- 12 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q4 2014, up from 5 in Q3 2014.
- Funds reported $594K of MFS SPECIAL VALUE TRUST stock for Q4 2014, up 33% quarter-over-quarter.
- 8 funds opened new MFS SPECIAL VALUE TRUST positions in Q4 2014 and 0 closed out, a net change of +8 holders.
- The largest MFS SPECIAL VALUE TRUST buyer in Q4 2014 was Doliver Advisors, an estimated $101K added.
Based on aggregated 13F filings for Q4 2014.