MFV

MFS SPECIAL VALUE TRUST

Delisted

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.

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$275K 65,842 +7,093 +12%
SFS
2
Shaker Financial Services
Virginia
$253K 60,622 +60,622 New
CCM
3
Chilton Capital Management
Texas
$247K 246,975 +137,399 +125%
NA
4
NewEdge Advisors
Louisiana
$181K 43,300 +1,700 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$167K 40,180 +478 +1%
WAM
6
Wolverine Asset Management
Illinois
$143K 34,111 -7,773 -19%
CA
7
CoreCap Advisors
Michigan
$127K 30,295 +7,400 +32%
Osaic Holdings
8
Osaic Holdings
Arizona
$105K 24,944
Wells Fargo
9
Wells Fargo
California
$81.9K 19,601 +2,000 +11%
MWM
10
Marion Wealth Management
Pennsylvania
$68.9K 16,477
DCM
11
Dudley Capital Management
Virginia
$58.5K 14,000 +14,000 New
RCM
12
Rivernorth Capital Management
Florida
$52.6K 12,573 +12,573 New
UBS Group
13
UBS Group
Switzerland
$45.3K 10,848 -9,990 -48%
LCM
14
Landscape Capital Management
New Jersey
$43.4K 10,386 -1,118 -10%
Morgan Stanley
15
Morgan Stanley
New York
$41.2K 9,855 +17 +0.2%
HCM
16
Hollencrest Capital Management
California
$8.36K 2,000 +2,000 New
CYG
17
Clean Yield Group
Vermont
$5.54K 1,325
Bank of America
18
Bank of America
North Carolina
-1,517 Closed
HWA
19
HHM Wealth Advisors
Tennessee
-802 Closed
CFGS
20
Concourse Financial Group Securities
Alabama