MFV

MFS SPECIAL VALUE TRUST
MFV

Overview Fund Activity
Delisted

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

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16 hedge funds and large institutions have $2.24M invested in MFS SPECIAL VALUE TRUST in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$986K
2
CCP
2
Clough Capital Partners
Massachusetts
$473K
3
LCM
3
Landscape Capital Management
New Jersey
$161K
4
WAM
4
Wolverine Asset Management
Illinois
$189K
5
DA
5
Doliver Advisors
Texas
$62K

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$35K
3
Wells Fargo
3
Wells Fargo
California
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$986K 188,451 +148,148 +368%
CCP
2
Clough Capital Partners
Massachusetts
$473K 90,400 +43,100 +91%
WAM
3
Wolverine Asset Management
Illinois
$189K 36,292 +23,044 +174%
LCM
4
Landscape Capital Management
New Jersey
$161K 30,693 +30,693 New
CA
5
Cornerstone Advisors
North Carolina
$90K 17,190 +3,070 +22%
Morgan Stanley
6
Morgan Stanley
New York
$89K 17,013 +9 +0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$70K 13,447 +253 +2%
DA
8
Doliver Advisors
Texas
$62K 11,917 +11,917 New
UBS Group
9
UBS Group
Switzerland
$35K 6,673 -9,701 -59%
AIG
10
American International Group
New York
$25K 4,661 – –
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$25K 4,748 +2,731 +135%
US Bancorp
12
US Bancorp
Minnesota
$17K 3,285 – –
Creative Planning
13
Creative Planning
Kansas
$8K 1,500 +1,500 New
Wells Fargo
14
Wells Fargo
California
$7K 1,302 -723 -36%
IWM
15
Integrated Wealth Management
California
$5K 1,000 +1,000 New
Barclays
16
Barclays
United Kingdom
$1K 126 +126 New
VKH
17
Virtu KCG Holdings
New York
– – -13,042 Closed
WCM
18
Windsor Capital Management
Arizona
– – – –