MFV
MFS SPECIAL VALUE TRUST
Delisted
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.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
-1
Holders Change %
-10%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WS
1
Wedbush Securities
Los Angeles,
California
| $281K | -$392K | -59,403 | -58% |
|
2
UBS Group
Zurich,
Switzerland
| $213K | +$14.8K | +2,241 | +7% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $176K | +$37.1K | +5,625 | +27% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $154K | +$10.8K | +1,644 | +8% |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $105K | +$105K | +16,000 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $66K | -$20.8K | -3,154 | -24% |
|
7
Morgan Stanley
New York
| $50K | -$15.3K | -2,309 | -23% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $20K | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $7K | – | – | – |
|
10
Creative Planning
Overland Park,
Kansas
| – | -$69K | -10,701 | Closed |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| – | -$9K | -1,420 | Closed |
|