MFV

MFS SPECIAL VALUE TRUST
MFV

Overview Fund Activity
Delisted

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

Back to rankings

15 hedge funds and large institutions have $2.17M invested in MFS SPECIAL VALUE TRUST in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$755K
2
LCM
Landscape Capital Management
New Jersey
+$58K
3
Financial Engines Advisors
Financial Engines Advisors
California
+$55K
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$38.8K
5
LPL Financial
LPL Financial
California
+$27.1K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$233K
2
UBS Group
UBS Group
Switzerland
-$55.6K
3
Morgan Stanley
Morgan Stanley
New York
-$14.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$757K +$755K +157,319 +39,330%
Bank of America
2
Bank of America
North Carolina
$408K -$233K -48,428 -36%
LPL Financial
3
LPL Financial
California
$208K +$27.1K +5,650 +15%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$169K +$2.23K +466 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$133K +$133K +27,711 New
UBS Group
6
UBS Group
Switzerland
$120K -$55.6K -11,535 -32%
MAFM
7
Mid Atlantic Financial Management
Pennsylvania
$94K +$38.8K +8,100 +70%
SWP
8
Stratos Wealth Partners
Ohio
$62K – – –
LCM
9
Landscape Capital Management
New Jersey
$58K +$58K +12,034 New
Financial Engines Advisors
10
Financial Engines Advisors
California
$55K +$55K +11,406 New
Morgan Stanley
11
Morgan Stanley
New York
$47K -$14.7K -3,057 -24%
FHA
12
Flagship Harbor Advisors
Massachusetts
$35K +$689 +142 +2%
WAM
13
Wolverine Asset Management
Illinois
$24K +$24K +5,099 New
CFGS
14
Concourse Financial Group Securities
Alabama
$3K +$3K +689 New