MFV

MFS SPECIAL VALUE TRUST
MFV

Overview Fund Activity
Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$2.89M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$115K
3
WS
Wedbush Securities
California
$61K
4
Morgan Stanley
Morgan Stanley
New York
$124K
5
UBS Group
UBS Group
Switzerland
$42K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$79K
2
LCM
Landscape Capital Management
New Jersey
$0
3
NFG
Next Financial Group
Texas
$0
4
IWM
Integrated Wealth Management
California
$0
5
IA
IFP Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$2.89M +$369K +69,237 +15%
Morgan Stanley
2
Morgan Stanley
New York
$124K +$33.2K +6,212 +36%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$115K +$115K +21,604 New
WAM
4
Wolverine Asset Management
Illinois
$79K -$78.2K -14,781 -50%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$74K +$1.36K +256 +2%
WS
6
Wedbush Securities
California
$61K +$61K +11,512 New
LPL Financial
7
LPL Financial
California
$57K – – –
UBS Group
8
UBS Group
Switzerland
$42K +$15.8K +2,970 +60%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$26K +$168 +31 +0.6%
AIG
10
American International Group
New York
$19K – – –
Creative Planning
11
Creative Planning
Kansas
$8K – – –
Wells Fargo
12
Wells Fargo
California
$7K -$5 -1 -0.1%
CB
13
Community Bank
New York
$5K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$1K -$3.96K -443 -80%
Barclays
15
Barclays
United Kingdom
$1K +$1K +117 New
LCM
16
Landscape Capital Management
New Jersey
– -$56K -10,468 Closed
NFG
17
Next Financial Group
Texas
– -$18K -3,524 Closed
IWM
18
Integrated Wealth Management
California
– -$5K -1,000 Closed
IA
19
IFP Advisors
Florida
– -$5K -1,000 Closed