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 %
DWM
51
Drive Wealth Management
Utah
$112K 21,600 +3,000 +16%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$107K 20,676 – –
Nomura Holdings
53
Nomura Holdings
Japan
$105K 20,389 +20,389 New
FCMA
54
Foresight Capital Management Advisors
Michigan
$104K 20,137 +20,137 New
Creative Planning
55
Creative Planning
Kansas
$94.3K 18,246 +3,446 +23%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$94.2K 18,230 – –
Mariner
57
Mariner
Kansas
$93.1K 18,016 +18,016 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$78.1K 15,098 -10,493 -41%
IAA
59
Ironsides Asset Advisors
North Carolina
$77K 14,888 +1,414 +10%
WAM
60
Weiss Asset Management
Massachusetts
$73.6K 14,241 +14,241 New
WCM
61
WealthBridge Capital Management
Ohio
$67.2K 13,000 – –
CAN
62
Cetera Advisor Networks
California
$65.4K 12,659 -505 -4%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$65K 12,565 -7,389 -37%
AWS
64
Atria Wealth Solutions
New York
$64K 12,371 +12,371 New
GP
65
Gridiron Partners
Pennsylvania
$61.4K 11,873 +11,873 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$56.7K 10,960 – –
SWM
67
Silverlake Wealth Management
Vermont
$53.5K 10,347 – –
CFS
68
Commonwealth Financial Services
West Virginia
$51.7K 10,000 – –
IA
69
IFP Advisors
Florida
$41.4K 8,010 – –
IFAM
70
Institutional & Family Asset Management
Colorado
$23K 4,449 – –
SAM
71
S.A. Mason
Michigan
$20.2K 3,898 +3,898 New
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$14K 2,708 +2,708 New
BEI
73
Benjamin Edwards Inc
Missouri
$12K 2,300 – –
AIM
74
Anchor Investment Management
South Carolina
$6.93K 1,341 +8 +0.6%
KWAG
75
Kiely Wealth Advisory Group
North Carolina
$5.87K 1,129 +1,129 New
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