MFV

MFS SPECIAL VALUE TRUST
MFV

Overview Fund Activity
Delisted

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

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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.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$804K
2
AWA
2
Arkadios Wealth Advisors
Georgia
$60.7K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$40.9K
4
WAM
4
Wolverine Asset Management
Illinois
$43.7K
5
Morgan Stanley
5
Morgan Stanley
New York
$36.4K

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$117K
2
CA
2
CoreCap Advisors
Michigan
$157K
3
Bank of America
3
Bank of America
North Carolina
$0
4
UBS Group
4
UBS Group
Switzerland
$22.3K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$53K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$804K 206,053 +67,082 +48%
LPL Financial
2
LPL Financial
California
$261K 66,865 +184 +0.3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$159K 40,840 -890 -2%
CA
4
CoreCap Advisors
Michigan
$157K 40,220 -9,900 -20%
NA
5
NewEdge Advisors
Louisiana
$117K 30,000 -15,200 -34%
MWM
6
Marion Wealth Management
Pennsylvania
$64.8K 16,620 +143 +0.9%
Wells Fargo
7
Wells Fargo
California
$61.6K 15,801 – –
AWA
8
Arkadios Wealth Advisors
Georgia
$60.7K 15,571 +15,571 New
DCM
9
Dudley Capital Management
Virginia
$54.6K 14,000 – –
Osaic Holdings
10
Osaic Holdings
Arizona
$53K 13,594 -1,350 -9%
WAM
11
Wolverine Asset Management
Illinois
$43.7K 11,211 +6,765 +152%
RJA
12
Raymond James & Associates
Florida
$42.1K 10,785 +99 +0.9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$40.9K 10,480 +10,480 New
CFS
14
Commonwealth Financial Services
West Virginia
$39K 10,000 +10,000 New
Morgan Stanley
15
Morgan Stanley
New York
$36.4K 9,332 +196 +2%
UBS Group
16
UBS Group
Switzerland
$22.3K 5,707 -1,893 -25%
HCM
17
Hollencrest Capital Management
California
$7.8K 2,000 – –
CYG
18
Clean Yield Group
Vermont
$5.18K 1,325 – –
HWA
19
HHM Wealth Advisors
Tennessee
$3.13K 802 – –
Bank of America
20
Bank of America
North Carolina
– – -5,950 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –