MFV

MFS SPECIAL VALUE TRUST
MFV

Overview Fund Activity
Delisted

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

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14 hedge funds and large institutions have $3.22M invested in MFS SPECIAL VALUE TRUST in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$100K
2
SWP
2
Stratos Wealth Partners
Ohio
$88K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$171K
4
UBS Group
4
UBS Group
Switzerland
$67K
5
WS
5
Wedbush Securities
California
$74K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.45M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$0
4
AIG
4
American International Group
New York
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$12K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$2.45M 448,199 -94,778 -17%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$171K 31,263 +9,659 +45%
Morgan Stanley
3
Morgan Stanley
New York
$127K 23,224 -10 -0%
PFS
4
Prospera Financial Services
Texas
$100K 18,190 +18,190 New
SWP
5
Stratos Wealth Partners
Ohio
$88K 16,000 +16,000 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$78K 14,203 +251 +2%
WS
7
Wedbush Securities
California
$74K 13,612 +2,100 +18%
UBS Group
8
UBS Group
Switzerland
$67K 12,162 +4,242 +54%
AG
9
Advisor Group
Arizona
$18K 3,461 +3,461 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$12K 2,138 -2,670 -56%
MFS
11
MSI Financial Services
Massachusetts
$10K 1,800 +1,800 New
Bank of America
12
Bank of America
North Carolina
$8K 1,400 +1,400 New
Wells Fargo
13
Wells Fargo
California
$7K 1,301 +1 +0.1%
Creative Planning
14
Creative Planning
Kansas
$3K 500 -1,000 -67%
WAM
15
Wolverine Asset Management
Illinois
– – -14,927 Closed
LPL Financial
16
LPL Financial
California
– – -10,804 Closed
AIG
17
American International Group
New York
– – -3,461 Closed
CB
18
Community Bank
New York
– – -1,000 Closed
Barclays
19
Barclays
United Kingdom
– – -117 Closed
TRCT
20
Tower Research Capital (TRC)
New York
– – -112 Closed