MFM

MFS Municipal Income Trust
MFM

Overview Fund Activity

79 hedge funds and large institutions have $69.9M invested in MFS Municipal Income Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$2.92M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$4.09M
3
AAM
3
Advisors Asset Management
Colorado
$5.05M
4
Bank of America
4
Bank of America
North Carolina
$7.53M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.77M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$4.26M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.36M
3
LSC
3
Logan Stone Capital
Illinois
$942K
4
RCM
4
Rivernorth Capital Management
Florida
$528K
5
BWG
5
Balanced Wealth Group
Ohio
$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Moors & Cabot
Massachusetts
$122K +$156 +29 +0.1%
DWM
52
Drive Wealth Management
Utah
$116K – – –
Baird Financial Group
53
Baird Financial Group
Wisconsin
$111K – – –
AWM
54
Avior Wealth Management
Nebraska
$106K +$106K +19,794 New
CPIG
55
Chicago Partners Investment Group
Illinois
$105K -$24.4K -4,776 -19%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$97.9K – – –
Mariner
57
Mariner
Kansas
$90.4K -$6.35K -1,183 -7%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$86.9K +$86.9K +16,174 New
IAA
59
Ironsides Asset Advisors
North Carolina
$83.2K +$3.29K +612 +4%
WCM
60
WealthBridge Capital Management
Ohio
$69.8K – – –
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$69.3K +$69.3K +12,900 New
CAN
62
Cetera Advisor Networks
California
$68K – – –
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$67K – – –
AWS
64
Atria Wealth Solutions
New York
$66.4K – – –
GP
65
Gridiron Partners
Pennsylvania
$63.8K – – –
GWSG
66
GPS Wealth Strategies Group
Colorado
$58.9K – – –
SWM
67
Silverlake Wealth Management
Vermont
$55.6K – – –
CFS
68
Commonwealth Financial Services
West Virginia
$51.7K – – –
IA
69
IFP Advisors
Florida
$43K – – –
IFAM
70
Institutional & Family Asset Management
Colorado
$23.9K – – –
SAM
71
S.A. Mason
Michigan
$20.9K – – –
ANBT
72
American National Bank & Trust
Texas
$15.1K +$14.4K +2,679 +1,900%
BEI
73
Benjamin Edwards Inc
Missouri
$12K – – –
AIM
74
Anchor Investment Management
South Carolina
$7.26K +$54 +10 +0.7%
KWAG
75
Kiely Wealth Advisory Group
North Carolina
$5.75K – – –
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3
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