MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
15 hedge funds and large institutions have $3.51M invested in MFS SPECIAL VALUE TRUST in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
14% more capital invested
Capital invested by funds: $3.07M → $3.51M (+$443K)
6% less funds holding
Funds holding: 16 → 15 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$350K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$109K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$58.1K |
| 4 |
Morgan Stanley
New York
|
+$31.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$74.6K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$56K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$18K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$5K |
| 5 |
IWMPD
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
-$5K |
MFV Hedge Fund Activity: Q1 2016 in Review
15 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q1 2016, worth a combined $3.51M — up 14% from $3.07M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MFV and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was Shaker Financial Services, adding an estimated $350K. The largest seller was Wolverine Asset Management, cutting an estimated $74.6K.
- 15 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q1 2016, down from 16 in Q4 2015.
- Funds reported $3.51M of MFS SPECIAL VALUE TRUST stock for Q1 2016, up 14% quarter-over-quarter.
- 3 funds opened new MFS SPECIAL VALUE TRUST positions in Q1 2016 and 4 closed out, a net change of -1 holder.
- The largest MFS SPECIAL VALUE TRUST buyer in Q1 2016 was Shaker Financial Services, an estimated $350K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q1 2016 was Wolverine Asset Management, an estimated $74.6K sold.
Based on aggregated 13F filings for Q1 2016.