MFM

MFS Municipal Income Trust
MFM

Overview Fund Activity

69 hedge funds and large institutions have $38M invested in MFS Municipal Income Trust in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
$5.6M
2
PAS
Park Avenue Securities
New York
$565K
3
PPA
Parametric Portfolio Associates
Washington
$522K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$806K
5
Truist Financial
Truist Financial
North Carolina
$371K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$2M
2
Bank of America
Bank of America
North Carolina
$669K
3
SWP
Stratos Wealth Partners
Ohio
$63K
4
Invesco
Invesco
Georgia
$0
5
Ameriprise
Ameriprise
Minnesota
$627K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$371K +$371K +59,467 New
Stifel Financial
27
Stifel Financial
Missouri
$356K -$39.1K -6,268 -10%
Osaic Holdings
28
Osaic Holdings
Arizona
$348K -$97K -15,532 -22%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$310K -$4.79K -768 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$276K +$2.85K +457 +1%
6M
31
6 Meridian
Kansas
$270K +$270K +43,333 New
RWP
32
RWA Wealth Partners
Massachusetts
$245K – – –
WCM
33
WealthBridge Capital Management
Ohio
$212K – – –
EW
34
Evoke Wealth
California
$208K – – –
PAS
35
Partnervest Advisory Services
California
$197K – – –
LCM
36
Landscape Capital Management
New Jersey
$177K -$171K -27,423 -49%
WAM
37
Wolverine Asset Management
Illinois
$174K +$174K +28,023 New
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$145K – – –
LPL Financial
39
LPL Financial
California
$137K +$6.25K +1,000 +5%
HighTower Advisors
40
HighTower Advisors
Illinois
$132K – – –
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$121K – – –
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$107K +$5.01K +800 +5%
CAN
43
Cetera Advisor Networks
California
$94K – – –
Goldman Sachs
44
Goldman Sachs
New York
$92K -$186K -29,721 -67%
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$92K +$8.78K +1,409 +11%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$82K +$38 +6 +0%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$75K – – –
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$75K – – –
Creative Planning
49
Creative Planning
Kansas
$69K – – –
MIG
50
Mariner Investment Group
New York
$68K – – –
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