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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 $589K invested in MFS SPECIAL VALUE TRUST in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less capital invested

Capital invested by funds: $633K → $589K (-$44.6K)

25% less funds holding

Funds holding: 12 → 9 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
9
Holders Change
-3
Holders Change %
-25%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
+$96.9K
2
AIG
American International Group
New York
+$9.19K

Top Sellers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
-$39K
2
Morgan Stanley
Morgan Stanley
New York
-$13.6K
3
DA
Doliver Advisors
Texas
-$9.87K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$7K
5
TRCT
Tower Research Capital (TRC)
New York
-$7K

MFV Hedge Fund Activity: Q1 2015 in Review

9 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q1 2015, worth a combined $589K — down 7% from $633K a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MFV and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 1 added.

The largest buyer was TFS Capital, opening a new position worth an estimated $96.9K. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $39K sold.

  • 9 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q1 2015, down from 12 in Q4 2014.
  • Funds reported $589K of MFS SPECIAL VALUE TRUST stock for Q1 2015, down 7% quarter-over-quarter.
  • 1 fund opened new MFS SPECIAL VALUE TRUST positions in Q1 2015 and 4 closed out, a net change of -3 holders.
  • The largest MFS SPECIAL VALUE TRUST buyer in Q1 2015 was TFS Capital, an estimated $96.9K added.
  • The largest MFS SPECIAL VALUE TRUST seller in Q1 2015 was B. Riley Wealth Advisors, an estimated $39K sold.

Based on aggregated 13F filings for Q1 2015.