MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
12 hedge funds and large institutions have $1.14M invested in MFS SPECIAL VALUE TRUST in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
93% more capital invested
Capital invested by funds: $589K → $1.14M (+$550K)
33% more funds holding
Funds holding: 9 → 12 (+3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$304K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$259K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$90.8K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$85.2K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$83.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$125K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$91K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$80K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.29K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$3K |
MFV Hedge Fund Activity: Q2 2015 in Review
12 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q2 2015, worth a combined $1.14M — up 93% from $589K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MFV positions and 3 closed out — a net gain of 3 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Clough Capital Partners, opening a new position worth an estimated $304K. The largest seller was Morgan Stanley, cutting an estimated $125K.
- 12 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q2 2015, up from 9 in Q1 2015.
- Funds reported $1.14M of MFS SPECIAL VALUE TRUST stock for Q2 2015, up 93% quarter-over-quarter.
- 6 funds opened new MFS SPECIAL VALUE TRUST positions in Q2 2015 and 3 closed out, a net change of +3 holders.
- The largest MFS SPECIAL VALUE TRUST buyer in Q2 2015 was Clough Capital Partners, an estimated $304K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q2 2015 was Morgan Stanley, an estimated $125K sold.
Based on aggregated 13F filings for Q2 2015.