MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
16 hedge funds and large institutions have $3.07M invested in MFS SPECIAL VALUE TRUST in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 5 closing their positions.
37% more capital invested
Capital invested by funds: $2.24M → $3.07M (+$827K)
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.52M |
| 2 |
LPL Financial
San Diego,
California
|
+$57.7K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$18.8K |
| 4 |
CB
Community Bank
Dewitt,
New York
|
+$5.34K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$473K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$108K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$90K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$62K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$35.2K |
MFV Hedge Fund Activity: Q4 2015 in Review
16 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q4 2015, worth a combined $3.07M — up 37% from $2.24M a quarter earlier.
Fund positioning in MFV was balanced in Q4 2015: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 5 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.52M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $473K sold.
- 16 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $3.07M of MFS SPECIAL VALUE TRUST stock for Q4 2015, up 37% quarter-over-quarter.
- 5 funds opened new MFS SPECIAL VALUE TRUST positions in Q4 2015 and 5 closed out, a net change of 0 holders.
- The largest MFS SPECIAL VALUE TRUST buyer in Q4 2015 was Shaker Financial Services, an estimated $1.52M added.
- The largest MFS SPECIAL VALUE TRUST seller in Q4 2015 was Clough Capital Partners, an estimated $473K sold.
Based on aggregated 13F filings for Q4 2015.