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 $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.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.52M
2
LPL Financial
2
LPL Financial
California
$57K
3
NFG
3
Next Financial Group
Texas
$18K
4
CB
4
Community Bank
New York
$5K
5
TRCT
5
Tower Research Capital (TRC)
New York
$3K

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$0
2
LCM
2
Landscape Capital Management
New Jersey
$56K
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
DA
4
Doliver Advisors
Texas
$0
5
WAM
5
Wolverine Asset Management
Illinois
$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$2.52M +$1.52M +285,289 +151%
WAM
2
Wolverine Asset Management
Illinois
$157K -$34.8K -6,584 -18%
Morgan Stanley
3
Morgan Stanley
New York
$90K +$48 +9 +0.1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$73K +$1.33K +249 +2%
LPL Financial
5
LPL Financial
California
$57K +$57K +10,804 New
LCM
6
Landscape Capital Management
New Jersey
$56K -$108K -20,225 -66%
UBS Group
7
UBS Group
Switzerland
$26K -$9.05K -1,723 -26%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$25K +$152 +29 +0.6%
AIG
9
American International Group
New York
$19K -$6.59K -1,200 -26%
NFG
10
Next Financial Group
Texas
$18K +$18K +3,524 New
Creative Planning
11
Creative Planning
Kansas
$8K – – –
Wells Fargo
12
Wells Fargo
California
$7K -$5 -1 -0.1%
IWM
13
Integrated Wealth Management
California
$5K – – –
CB
14
Community Bank
New York
$5K +$5K +1,000 New
IA
15
IFP Advisors
Florida
$5K +$5K +1,000 New
TRCT
16
Tower Research Capital (TRC)
New York
$3K +$3K +555 New
CCP
17
Clough Capital Partners
Massachusetts
– -$473K -90,400 Closed
CA
18
Cornerstone Advisors
North Carolina
– -$90K -17,190 Closed
DA
19
Doliver Advisors
Texas
– -$62K -11,917 Closed
US Bancorp
20
US Bancorp
Minnesota
– -$17K -3,285 Closed
Barclays
21
Barclays
United Kingdom
– -$1K -126 Closed