MFV
MFS SPECIAL VALUE TRUST
Delisted
MFV was delisted on the 10th of April, 2024.
13 hedge funds and large institutions have $3.28M invested in MFS SPECIAL VALUE TRUST in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SFS
1
Shaker Financial Services
Arlington,
Virginia
|
$2.09M |
| 2 |
2
Morgan Stanley
New York
|
$128K |
| 3 |
AG
3
Advisor Group
Phoenix,
Arizona
|
$24K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SFS
1
Shaker Financial Services
Arlington,
Virginia
| $2.09M | 375,475 | -23,106 | -6% |
|
|
WS
2
Wedbush Securities
Los Angeles,
California
| $350K | 62,885 | +8,402 | +15% |
|
|
PFS
3
Prospera Financial Services
Dallas,
Texas
| $224K | 40,190 | – | – |
|
4
UBS Group
Zurich,
Switzerland
| $177K | 31,795 | +11,812 | +59% |
|
|
5
Morgan Stanley
New York
| $128K | 22,977 | -4,581 | -17% |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $92K | 16,531 | +2,185 | +15% |
|
|
SWP
7
Stratos Wealth Partners
Beachwood,
Ohio
| $89K | 16,000 | – | – |
|
8
Creative Planning
Overland Park,
Kansas
| $71K | 12,701 | +7,901 | +165% |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $24K | 4,361 | -500 | -10% |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $12K | 2,200 | +32 | +1% |
|
|
MFS
11
MSI Financial Services
Springfield,
Massachusetts
| $10K | 1,800 | – | – |
|
12
Bank of America
Charlotte,
North Carolina
| $9K | 1,600 | +1,600 | New |
|
13
Wells Fargo
San Francisco,
California
| $7K | 1,302 | – | – |
|