MFM

MFS Municipal Income Trust
MFM

Overview Fund Activity

71 hedge funds and large institutions have $38.3M invested in MFS Municipal Income Trust in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$2.12M
2
AAM
Advisors Asset Management
Colorado
$2M
3
PPA
Parametric Portfolio Associates
Washington
$841K
4
Osaic Holdings
Osaic Holdings
Arizona
$650K
5
NGA
Naples Global Advisors
Florida
$279K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$3.3M
2
Wells Fargo
Wells Fargo
California
$4.22M
3
Bank of America
Bank of America
North Carolina
$382K
4
LCM
Landscape Capital Management
New Jersey
$0
5
WAM
Wolverine Asset Management
Illinois
$51K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$427K -$4.81K -748 -1%
Truist Financial
27
Truist Financial
North Carolina
$407K +$24.8K +3,862 +6%
SMC
28
Smith, Moore & Co
Missouri
$397K +$4.63K +721 +1%
Bank of America
29
Bank of America
North Carolina
$382K -$309K -47,955 -45%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$320K +$225 +35 +0.1%
KAS
31
Kestra Advisory Services
Texas
$293K +$293K +45,602 New
NGA
32
Naples Global Advisors
Florida
$279K +$279K +43,400 New
6M
33
6 Meridian
Kansas
$273K -$5.33K -829 -2%
RWP
34
RWA Wealth Partners
Massachusetts
$252K – – –
PAS
35
Partnervest Advisory Services
California
$220K +$16.9K +2,624 +8%
WCM
36
WealthBridge Capital Management
Ohio
$219K – – –
EW
37
Evoke Wealth
California
$214K – – –
ACA
38
Ackerman Capital Advisors
Texas
$202K +$202K +31,434 New
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$149K – – –
JWCA
40
J.W. Cole Advisors
Florida
$147K +$147K +22,891 New
HighTower Advisors
41
HighTower Advisors
Illinois
$140K +$3.23K +500 +2%
Cohen & Steers
42
Cohen & Steers
New York
$120K +$82.5K +12,798 +220%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$116K – – –
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$113K +$1.95K +300 +2%
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$105K +$9.86K +1,530 +10%
CAN
46
Cetera Advisor Networks
California
$97K – – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$84K – – –
Creative Planning
48
Creative Planning
Kansas
$79K +$7.4K +1,149 +10%
LPL Financial
49
LPL Financial
California
$76K -$65.6K -10,150 -46%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$75K – – –
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2
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