MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
11 hedge funds and large institutions have $2.13M invested in MFS SPECIAL VALUE TRUST in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
2% less capital invested
Capital invested by funds: $2.17M → $2.13M (-$45K)
27% less funds holding
Funds holding: 15 → 11 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$25.2K |
| 2 |
Morgan Stanley
New York
|
+$7.65K |
| 3 |
LPL Financial
San Diego,
California
|
+$2.62K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.18K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$696 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$87.5K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$58K |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$55K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$45.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$28.5K |
MFV Hedge Fund Activity: Q2 2020 in Review
11 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q2 2020, worth a combined $2.13M — down 2.1% from $2.17M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MFV and 1 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Mid Atlantic Financial Management, adding an estimated $25.2K. The largest seller was Bank of America, cutting an estimated $87.5K.
- 11 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q2 2020, down from 15 in Q1 2020.
- Funds reported $2.13M of MFS SPECIAL VALUE TRUST stock for Q2 2020, down 2.1% quarter-over-quarter.
- 1 fund opened new MFS SPECIAL VALUE TRUST positions in Q2 2020 and 5 closed out, a net change of -4 holders.
- The largest MFS SPECIAL VALUE TRUST buyer in Q2 2020 was Mid Atlantic Financial Management, an estimated $25.2K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q2 2020 was Bank of America, an estimated $87.5K sold.
Based on aggregated 13F filings for Q2 2020.