MFV

MFS SPECIAL VALUE TRUST
MFV

Overview Fund Activity
Delisted

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

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15 hedge funds and large institutions have $1.36M invested in MFS SPECIAL VALUE TRUST in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Concorde Asset Management
Michigan
$255K
2
SWP
Stratos Wealth Partners
Ohio
$104K
3
SFS
Shaker Financial Services
Virginia
$86K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$64K
5
UBS Group
UBS Group
Switzerland
$189K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$68K
2
LPL Financial
LPL Financial
California
$100K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1
Concorde Asset Management
Michigan
$255K +$255K +51,500 New
UBS Group
2
UBS Group
Switzerland
$189K +$40.5K +8,150 +27%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$167K +$2.21K +447 +1%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$132K – – –
SWP
5
Stratos Wealth Partners
Ohio
$104K +$104K +20,900 New
LPL Financial
6
LPL Financial
California
$100K -$1.22K -245 -1%
SFS
7
Shaker Financial Services
Virginia
$86K +$86K +17,385 New
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$77K +$77K +15,600 New
Bank of America
9
Bank of America
North Carolina
$68K -$3.45K -700 -5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$64K +$64K +12,904 New
Morgan Stanley
11
Morgan Stanley
New York
$55K +$573 +116 +1%
FHA
12
Flagship Harbor Advisors
Massachusetts
$33K +$33K +6,782 New
AG
13
Advisor Group
Arizona
$15K – – –
HT
14
Heritage Trust
Oklahoma
$9K – – –
Wells Fargo
15
Wells Fargo
California
$2K +$15 +3 +0.7%