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MFV

MFS SPECIAL VALUE TRUST
MFV

Delisted

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

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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

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

25% more funds holding

Funds holding: 12 → 15 (+3)

6% more capital invested

Capital invested by funds: $2.06M → $2.17M (+$116K)

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

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$971K
2
LCM
Landscape Capital Management
New Jersey
+$74.3K
3
Financial Engines Advisors
Financial Engines Advisors
California
+$70.4K
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$50K
5
LPL Financial
LPL Financial
California
+$34.9K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$299K
2
UBS Group
UBS Group
Switzerland
-$71.2K
3
Morgan Stanley
Morgan Stanley
New York
-$18.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$757K +$971K +157,319 +39,330%
Bank of America
2
Bank of America
North Carolina
$408K -$299K -48,428 -36%
LPL Financial
3
LPL Financial
California
$208K +$34.9K +5,650 +15%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$169K +$2.88K +466 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$133K +$171K +27,711 New
UBS Group
6
UBS Group
Switzerland
$120K -$71.2K -11,535 -32%
MAFM
7
Mid Atlantic Financial Management
Pennsylvania
$94K +$50K +8,100 +70%
SWP
8
Stratos Wealth Partners
Ohio
$62K – – –
LCM
9
Landscape Capital Management
New Jersey
$58K +$74.3K +12,034 New
Financial Engines Advisors
10
Financial Engines Advisors
California
$55K +$70.4K +11,406 New
Morgan Stanley
11
Morgan Stanley
New York
$47K -$18.9K -3,057 -24%
FHA
12
Flagship Harbor Advisors
Massachusetts
$35K +$876 +142 +2%
WAM
13
Wolverine Asset Management
Illinois
$24K +$31.5K +5,099 New
CFGS
14
Concourse Financial Group Securities
Alabama
$3K +$4.25K +689 New

MFV Hedge Fund Activity: Q1 2020 in Review

15 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q1 2020, worth a combined $2.17M — up 5.6% from $2.06M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MFV positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, adding an estimated $971K. The largest seller was Bank of America, cutting an estimated $299K.

  • 15 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q1 2020, up from 12 in Q4 2019.
  • Funds reported $2.17M of MFS SPECIAL VALUE TRUST stock for Q1 2020, up 5.6% quarter-over-quarter.
  • 5 funds opened new MFS SPECIAL VALUE TRUST positions in Q1 2020 and 0 closed out, a net change of +5 holders.
  • The largest MFS SPECIAL VALUE TRUST buyer in Q1 2020 was Wells Fargo, an estimated $971K added.
  • The largest MFS SPECIAL VALUE TRUST seller in Q1 2020 was Bank of America, an estimated $299K sold.

Based on aggregated 13F filings for Q1 2020.