MFS SPECIAL VALUE TRUST
MFV was delisted on the 10th of April, 2024.
24 hedge funds and large institutions have $2.26M invested in MFS SPECIAL VALUE TRUST in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
26% more funds holding
Funds holding: 19 → 24 (+5)
11% more capital invested
Capital invested by funds: $2.03M → $2.26M (+$227K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$79K |
| 2 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$59.7K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$57.3K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$47.7K |
| 5 |
JCM
Jag Capital Management
St Louis,
Missouri
|
+$44.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$361K |
| 2 |
LPL Financial
San Diego,
California
|
-$110K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$19.1K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.54K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$597 |
MFV Hedge Fund Activity: Q4 2023 in Review
24 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in MFS SPECIAL VALUE TRUST (MFV) for Q4 2023, worth a combined $2.26M — up 11% from $2.03M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MFV positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $79K. The largest seller was Shaker Financial Services, cutting an estimated $361K.
- 24 institutional investors held MFS SPECIAL VALUE TRUST (MFV) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $2.26M of MFS SPECIAL VALUE TRUST stock for Q4 2023, up 11% quarter-over-quarter.
- 5 funds opened new MFS SPECIAL VALUE TRUST positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest MFS SPECIAL VALUE TRUST buyer in Q4 2023 was Susquehanna International Group, an estimated $79K added.
- The largest MFS SPECIAL VALUE TRUST seller in Q4 2023 was Shaker Financial Services, an estimated $361K sold.
Based on aggregated 13F filings for Q4 2023.