Stock Analysis

Mfs Total Return A (MSFRX)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
33%

Smart Money Signals — MSFRX

Based on 1 hedge funds · latest filing: 2025 Q3 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.
🔻

Below peak — only 33% of 3.0Y high

33% of all-time peak
Only 1 funds hold this stock today versus a peak of 3 funds at 2023 Q3 — just 33% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding this stock is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — the institutional base is holding steady.
🔴

Heavy selling pressure — only 33% buying

1 buying2 selling
Last quarter: 2 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 2 → 1 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
💰

Value +264% but shares only +245% — price-driven

Value
+264%
Shares
+244%
Last quarter: the total dollar value of institutional holdings rose +264%, but actual share count only changed +245%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~1 new funds/quarter

1 → 0 → 2 → 1 → 1 new funds/Q
New funds entering each quarter: 0 → 2 → 1 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MSFRX

How many hedge funds hold MSFRX — quarterly history vs. share price
Quarterly hedge fund ownership of MSFRX vs. share price

Market Analysis: MSFRX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSFRX

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Hedge Fund Positioning: MSFRX
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: MSFRX

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed