MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
9 hedge funds and large institutions have $1.07M invested in MFS SPECIAL VALUE TRUST in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
10% less funds holding
Funds holding: 10 → 9 (-1)
22% less capital invested
Capital invested by funds: $1.38M → $1.07M (-$305K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$104K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$36.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$14.6K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$386K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$69K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$20.5K |
| 4 |
Morgan Stanley
New York
|
-$15K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$9K |
MFV Hedge Fund Activity: Q3 2017 in Review
9 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q3 2017, worth a combined $1.07M — down 22% from $1.38M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MFV and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $104K. The largest seller was Wedbush Securities, cutting an estimated $386K.
- 9 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q3 2017, down from 10 in Q2 2017.
- Funds reported $1.07M of MFS SPECIAL VALUE TRUST stock for Q3 2017, down 22% quarter-over-quarter.
- 1 fund opened new MFS SPECIAL VALUE TRUST positions in Q3 2017 and 2 closed out, a net change of -1 holder.
- The largest MFS SPECIAL VALUE TRUST buyer in Q3 2017 was Stratos Wealth Partners, an estimated $104K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q3 2017 was Wedbush Securities, an estimated $386K sold.
Based on aggregated 13F filings for Q3 2017.