MFV

MFS SPECIAL VALUE TRUST
MFV

Overview Fund Activity
Delisted

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

Back to rankings

24 hedge funds and large institutions have $2.3M 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.

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PGFC
1
Peapack-Gladstone Financial Corp
New Jersey
$212K
2
KWA
2
Kingswood Wealth Advisors
California
$169K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$124K
4
NA
4
NewEdge Advisors
Louisiana
$181K
5
LCM
5
Landscape Capital Management
New Jersey
$48.9K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$472K
2
LPL Financial
2
LPL Financial
California
$160K
3
WAM
3
Wolverine Asset Management
Illinois
$26.3K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$163K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$55K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$472K 115,301 -90,752 -44%
PGFC
2
Peapack-Gladstone Financial Corp
New Jersey
$212K 5,664 +5,664 New
NA
3
NewEdge Advisors
Louisiana
$181K 44,400 +14,400 +48%
KWA
4
Kingswood Wealth Advisors
California
$169K 15,000 +15,000 New
CA
5
CoreCap Advisors
Michigan
$165K 40,220 – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$163K 39,951 -889 -2%
LPL Financial
7
LPL Financial
California
$160K 39,197 -27,668 -41%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$124K 30,324 +19,844 +189%
Morgan Stanley
9
Morgan Stanley
New York
$76.4K 18,666 +9,334 +100%
MWM
10
Marion Wealth Management
Pennsylvania
$69.8K 17,075 +455 +3%
Wells Fargo
11
Wells Fargo
California
$64.6K 15,802 +1 +0%
AWA
12
Arkadios Wealth Advisors
Georgia
$63.7K 15,571 – –
DCM
13
Dudley Capital Management
Virginia
$57.3K 14,000 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$55K 13,444 -150 -1%
LCM
15
Landscape Capital Management
New Jersey
$48.9K 11,967 +11,967 New
JCM
16
Jag Capital Management
Missouri
$45.9K 11,231 +11,231 New
RJA
17
Raymond James & Associates
Florida
$44.5K 10,884 +99 +0.9%
CFS
18
Commonwealth Financial Services
West Virginia
$40.9K 10,000 – –
UBS Group
19
UBS Group
Switzerland
$27K 6,590 +883 +15%
WAM
20
Wolverine Asset Management
Illinois
$26.3K 6,426 -4,785 -43%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$14.9K 3,650 +3,650 New
HCM
22
Hollencrest Capital Management
California
$8.18K 2,000 – –
CYG
23
Clean Yield Group
Vermont
$5.42K 1,325 – –
HWA
24
HHM Wealth Advisors
Tennessee
$3.28K 802 – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –