We are live on ! Find out more
MFV

MFS SPECIAL VALUE TRUST
MFV

Delisted

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

Back to rankings

15 hedge funds and large institutions have $2.11M invested in MFS SPECIAL VALUE TRUST in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

67% more funds holding

Funds holding: 9 → 15 (+6)

15% more capital invested

Capital invested by funds: $1.84M → $2.11M (+$276K)

Holders
15
Holders Change
+6
Holders Change %
+66.67%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$134K
2
SWP
Stratos Wealth Partners
Ohio
+$88.1K
3
Osaic Holdings
Osaic Holdings
Arizona
+$16.9K
4
AF
Advisornet Financial
Minnesota
+$14.1K
5
CYG
Clean Yield Group
Vermont
+$8.97K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$19.1K
2
Bank of America
Bank of America
North Carolina
-$4.21K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1
Advisornet Financial
Minnesota
$435K +$14.1K +2,087 +3%
LPL Financial
2
LPL Financial
California
$389K – – –
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$261K +$2.12K +313 +0.8%
Osaic Holdings
4
Osaic Holdings
Arizona
$187K +$16.9K +2,500 +10%
NA
5
NewEdge Advisors
Louisiana
$135K +$134K +19,718 New
UBS Group
6
UBS Group
Switzerland
$122K +$5.01K +740 +4%
CA
7
CoreCap Advisors
Michigan
$119K +$118K +17,420 New
Wells Fargo
8
Wells Fargo
California
$111K – – –
MWM
9
Marion Wealth Management
Pennsylvania
$107K +$106K +15,640 New
SWP
10
Stratos Wealth Partners
Ohio
$89K +$88.1K +13,010 New
Bank of America
11
Bank of America
North Carolina
$79K -$4.21K -622 -5%
Morgan Stanley
12
Morgan Stanley
New York
$67K -$19.1K -2,820 -22%
CYG
13
Clean Yield Group
Vermont
$9K +$8.97K +1,325 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$1K +$691 +102 New
CWS
15
Confluence Wealth Services
Pennsylvania
$1K +$1.42K +209 New

MFV Hedge Fund Activity: Q4 2021 in Review

15 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q4 2021, worth a combined $2.11M — up 15% from $1.84M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MFV positions and 0 closed out — a net gain of 7 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $134K. The largest seller was Morgan Stanley, cutting an estimated $19.1K.

  • 15 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q4 2021, up from 9 in Q3 2021.
  • Funds reported $2.11M of MFS SPECIAL VALUE TRUST stock for Q4 2021, up 15% quarter-over-quarter.
  • 7 funds opened new MFS SPECIAL VALUE TRUST positions in Q4 2021 and 0 closed out, a net change of +7 holders.
  • The largest MFS SPECIAL VALUE TRUST buyer in Q4 2021 was NewEdge Advisors, an estimated $134K added.
  • The largest MFS SPECIAL VALUE TRUST seller in Q4 2021 was Morgan Stanley, an estimated $19.1K sold.

Based on aggregated 13F filings for Q4 2021.