MFM

MFS Municipal Income Trust
MFM

Overview Fund Activity

66 hedge funds and large institutions have $39.1M invested in MFS Municipal Income Trust in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
24
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$1.19M
2
CIA
2
Capital Investment Advisors
Georgia
$821K
3
RCM
3
Robinson Capital Management
Michigan
$2.17M
4
TCM
4
Traynor Capital Management
Pennsylvania
$779K
5
WCM
5
WealthBridge Capital Management
Ohio
$303K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$464K
2
Invesco
2
Invesco
Georgia
$1.07M
3
CB
3
Commerce Bank
Missouri
$0
4
UBS Group
4
UBS Group
Switzerland
$1.17M
5
AG
5
Advisor Group
Arizona
$603K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$408K +$71.9K +10,170 +21%
PAS
27
Park Avenue Securities
New York
$408K +$73.2K +10,368 +22%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$346K +$12.2K +1,730 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$311K +$31.4K +4,436 +11%
WCM
30
WealthBridge Capital Management
Ohio
$303K +$111K +15,657 +57%
RWP
31
RWA Wealth Partners
Massachusetts
$277K – – –
APA
32
American Portfolios Advisors
New York
$247K -$16.2K -2,290 -6%
PAS
33
Partnervest Advisory Services
California
$247K – – –
EW
34
Evoke Wealth
California
$236K – – –
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$164K – – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$130K -$30.5K -4,292 -19%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$122K – – –
CAN
38
Cetera Advisor Networks
California
$101K – – –
RJT
39
Raymond James Trust
Florida
$98K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$89K – – –
LPL Financial
41
LPL Financial
California
$87K – – –
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$85K – – –
ICMP
43
Integrated Capital Management (Pennsylvania)
Pennsylvania
$81K +$81K +11,460 New
Creative Planning
44
Creative Planning
Kansas
$79K -$5.33K -750 -6%
DC
45
Davenport & Co
Virginia
$79K +$79K +11,116 New
SS
46
Sunbelt Securities
Texas
$76K +$28 +4 +0%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$75K – – –
SBH
48
Segall Bryant & Hamill
Illinois
$71K – – –
FIA
49
FNY Investment Advisers
New York
$51K +$51K +7,238 New
Cohen & Steers
50
Cohen & Steers
New York
$41K – – –
1
2
3