MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
12 hedge funds and large institutions have $1.27M invested in MFS SPECIAL VALUE TRUST in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
8% more capital invested
Capital invested by funds: $1.17M → $1.27M (+$98K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$40.3K |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$36.4K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$16.6K |
| 4 |
LPL Financial
San Diego,
California
|
+$16.2K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$12.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$84K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$19K |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$7K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.82K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.27K |
MFV Hedge Fund Activity: Q4 2020 in Review
12 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q4 2020, worth a combined $1.27M — up 8.3% from $1.17M a quarter earlier.
Fund positioning in MFV was balanced in Q4 2020: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $40.3K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $84K sold.
- 12 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $1.27M of MFS SPECIAL VALUE TRUST stock for Q4 2020, up 8.3% quarter-over-quarter.
- 3 funds opened new MFS SPECIAL VALUE TRUST positions in Q4 2020 and 3 closed out, a net change of 0 holders.
- The largest MFS SPECIAL VALUE TRUST buyer in Q4 2020 was UBS Group, an estimated $40.3K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q4 2020 was Shaker Financial Services, an estimated $84K sold.
Based on aggregated 13F filings for Q4 2020.