MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
19 hedge funds and large institutions have $2.03M invested in MFS SPECIAL VALUE TRUST in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
12% more funds holding
Funds holding: 17 → 19 (+2)
12% more capital invested
Capital invested by funds: $1.82M → $2.03M (+$214K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$273K |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$63.3K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$42.6K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$27.5K |
| 5 |
Morgan Stanley
New York
|
+$797 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$61.8K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$40.3K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$24.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.49K |
MFV Hedge Fund Activity: Q3 2023 in Review
19 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q3 2023, worth a combined $2.03M — up 12% from $1.82M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MFV positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $273K. The largest seller was NewEdge Advisors, cutting an estimated $61.8K.
- 19 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q3 2023, up from 17 in Q2 2023.
- Funds reported $2.03M of MFS SPECIAL VALUE TRUST stock for Q3 2023, up 12% quarter-over-quarter.
- 3 funds opened new MFS SPECIAL VALUE TRUST positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest MFS SPECIAL VALUE TRUST buyer in Q3 2023 was Shaker Financial Services, an estimated $273K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q3 2023 was NewEdge Advisors, an estimated $61.8K sold.
Based on aggregated 13F filings for Q3 2023.