MFM

MFS Municipal Income Trust
MFM

Overview Fund Activity

81 hedge funds and large institutions have $70M invested in MFS Municipal Income Trust in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
21
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.16M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.87M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.42M
4
UBS Group
4
UBS Group
Switzerland
$5.07M
5
RCM
5
Robinson Capital Management
Michigan
$1.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.91M
2
WP
2
Woodline Partners
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KIM
4
Karpus Investment Management
New York
$0
5
RCM
5
Rivernorth Capital Management
Florida
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$645K 124,797 -91,599 -42%
RJA
27
Raymond James & Associates
Florida
$611K 118,275 +5,982 +5%
MWM
28
Melfa Wealth Management
Massachusetts
$596K 115,362 – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$575K 111,290 -5,000 -4%
TWP
30
Tyche Wealth Partners
Texas
$495K 95,776 +95,776 New
Osaic Holdings
31
Osaic Holdings
Arizona
$431K 83,374 -16,058 -16%
LCM
32
Landscape Capital Management
New Jersey
$389K 75,287 +57,009 +312%
RIL
33
Rothschild Investment LLC
Illinois
$300K 58,000 +58,000 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$293K 56,679 +56,679 New
FPCP
35
Fort Point Capital Partners
California
$277K 53,575 +28,667 +115%
ARC
36
Advisor Resource Council
Texas
$259K 50,000 +50,000 New
Ameriprise
37
Ameriprise
Minnesota
$242K 46,805 -249 -0.5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$220K 42,551 +388 +0.9%
RWP
39
RWA Wealth Partners
Massachusetts
$206K 39,824 +429 +1%
MML Investors Services
40
MML Investors Services
Massachusetts
$202K 39,007 -6,571 -14%
NA
41
NewEdge Advisors
Louisiana
$196K 38,000 +38,000 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$178K 34,341 -12,700 -27%
IWC
43
Integrated Wealth Concepts
Massachusetts
$166K 32,063 -13,229 -29%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$158K 30,652 +2,571 +9%
ACP
45
Aviance Capital Partners
Florida
$151K 29,226 -4,110 -12%
EH
46
Equitable Holdings
New York
$146K 28,214 -4,874 -15%
ATPW
47
Ashton Thomas Private Wealth
Arizona
$140K 27,081 – –
CPIG
48
Chicago Partners Investment Group
Illinois
$130K 25,237 +5,216 +26%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$129K 24,883 -812 -3%
MC
50
Moors & Cabot
Massachusetts
$117K 22,613 -74,972 -77%
1
2
3 4