MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
17 hedge funds and large institutions have $1.9M invested in MFS SPECIAL VALUE TRUST in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more capital invested
Capital invested by funds: $1.36M → $1.9M (+$540K)
13% more funds holding
Funds holding: 15 → 17 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Chilton Capital Management
Houston,
Texas
|
+$585K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$258K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$53.5K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$31.5K |
| 5 |
LPL Financial
San Diego,
California
|
+$30.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$42.5K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$33.1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$4.76K |
| 5 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$3K |
MFV Hedge Fund Activity: Q4 2022 in Review
17 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q4 2022, worth a combined $1.9M — up 40% from $1.36M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MFV positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Chilton Capital Management, adding an estimated $585K. The largest seller was UBS Group, cutting an estimated $42.5K.
- 17 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q4 2022, up from 15 in Q3 2022.
- Funds reported $1.9M of MFS SPECIAL VALUE TRUST stock for Q4 2022, up 40% quarter-over-quarter.
- 4 funds opened new MFS SPECIAL VALUE TRUST positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest MFS SPECIAL VALUE TRUST buyer in Q4 2022 was Chilton Capital Management, an estimated $585K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q4 2022 was UBS Group, an estimated $42.5K sold.
Based on aggregated 13F filings for Q4 2022.