MFM

MFS Municipal Income Trust
MFM

Overview Fund Activity

70 hedge funds and large institutions have $52M invested in MFS Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$712K
2
RCM
2
Robinson Capital Management
Michigan
$457K
3
Bank of America
3
Bank of America
North Carolina
$881K
4
LPL Financial
4
LPL Financial
California
$568K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.41M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$0
2
ACA
2
Ackerman Capital Advisors
Texas
$532K
3
BA
3
Bridgewater Advisors
New York
$315K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$0
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Ackerman Capital Advisors
Texas
$532K -$284K -40,567 -35%
SMC
27
Smith, Moore & Co
Missouri
$523K +$560 +80 +0.1%
MML Investors Services
28
MML Investors Services
Massachusetts
$499K -$31.3K -4,488 -6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$481K -$19.9K -2,852 -4%
RCM
30
Robinson Capital Management
Michigan
$457K +$457K +65,368 New
Truist Financial
31
Truist Financial
North Carolina
$403K -$48.3K -6,921 -11%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$392K +$13.1K +1,875 +3%
KIM
33
Karpus Investment Management
New York
$316K – – –
BA
34
Bridgewater Advisors
New York
$315K -$263K -37,659 -46%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$302K -$93.7K -13,408 -24%
KAS
36
Kestra Advisory Services
Texas
$280K +$364 +52 +0.1%
RWP
37
RWA Wealth Partners
Massachusetts
$274K – – –
Cohen & Steers
38
Cohen & Steers
New York
$266K +$27.9K +4,000 +12%
6M
39
6 Meridian
Kansas
$249K -$19.3K -2,755 -7%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$246K +$30.4K +4,362 +14%
WCM
41
WealthBridge Capital Management
Ohio
$238K – – –
EW
42
Evoke Wealth
California
$233K – – –
ICMP
43
Integrated Capital Management (Pennsylvania)
Pennsylvania
$172K +$14.4K +2,068 +9%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$167K +$90.9K +13,000 +119%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$162K – – –
MAFM
46
Mid Atlantic Financial Management
Pennsylvania
$131K – – –
CAN
47
Cetera Advisor Networks
California
$110K +$4.47K +638 +4%
IWM
48
IHT Wealth Management
Illinois
$103K +$350 +50 +0.3%
CW
49
CreativeOne Wealth
Kansas
$102K – – –
OC
50
Oppenheimer & Co
New York
$101K -$45.3K -6,500 -31%
1
2
3