MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
11 hedge funds and large institutions have $1.58M invested in MFS SPECIAL VALUE TRUST in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
25% less capital invested
Capital invested by funds: $2.11M → $1.58M (-$528K)
27% less funds holding
Funds holding: 15 → 11 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$91.1K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$9.52K |
| 3 |
LPL Financial
San Diego,
California
|
+$7.74K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.21K |
| 5 |
MWM
Marion Wealth Management
Monroeville,
Pennsylvania
|
+$2.11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$435K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$89K |
| 3 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
-$1K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$961 |
MFV Hedge Fund Activity: Q1 2022 in Review
11 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q1 2022, worth a combined $1.58M — down 25% from $2.11M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MFV and 0 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 5 added.
The largest buyer was NewEdge Advisors, adding an estimated $91.1K. The largest seller was Advisornet Financial, exiting entirely with an estimated $435K sold.
- 11 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q1 2022, down from 15 in Q4 2021.
- Funds reported $1.58M of MFS SPECIAL VALUE TRUST stock for Q1 2022, down 25% quarter-over-quarter.
- 0 funds opened new MFS SPECIAL VALUE TRUST positions in Q1 2022 and 4 closed out, a net change of -4 holders.
- The largest MFS SPECIAL VALUE TRUST buyer in Q1 2022 was NewEdge Advisors, an estimated $91.1K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q1 2022 was Advisornet Financial, an estimated $435K sold.
Based on aggregated 13F filings for Q1 2022.