MFV
MFS SPECIAL VALUE TRUST
Delisted
MFV was delisted on the 10th of April, 2024.
10 hedge funds and large institutions have $2.2M invested in MFS SPECIAL VALUE TRUST in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
Holders
10
Holders Change
-3
Holders Change %
-23.08%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SFS
1
Shaker Financial Services
Arlington,
Virginia
| $1.14M | 196,610 | -178,865 | -48% |
|
|
WS
2
Wedbush Securities
Los Angeles,
California
| $490K | 84,335 | +21,450 | +34% |
|
3
UBS Group
Zurich,
Switzerland
| $186K | 32,026 | +231 | +0.7% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $121K | 20,879 | +4,348 | +26% |
|
5
Bank of America
Charlotte,
North Carolina
| $86K | 14,754 | +13,154 | +822% |
|
6
Creative Planning
Overland Park,
Kansas
| $74K | 12,701 | – | – |
|
7
Morgan Stanley
New York
| $52K | 9,026 | -13,951 | -61% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $25K | 4,361 | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $13K | 2,231 | +31 | +1% |
|
10
Wells Fargo
San Francisco,
California
| $8K | 1,302 | – | – |
|
|
PFS
11
Prospera Financial Services
Dallas,
Texas
| – | – | -40,190 | Closed |
|
|
SWP
12
Stratos Wealth Partners
Beachwood,
Ohio
| – | – | -16,000 | Closed |
|