MFM

MFS Municipal Income Trust
MFM

Overview Fund Activity

37 hedge funds and large institutions have $11.5M invested in MFS Municipal Income Trust in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$875K
2
AAM
2
Advisors Asset Management
Colorado
$2.26M
3
Wells Fargo
3
Wells Fargo
California
$2.89M
4
U
4
UBS
Switzerland
$601K
5
PPA
5
Parametric Portfolio Associates
Washington
$379K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$616K
2
Barclays
2
Barclays
United Kingdom
$0
3
GC
3
Guggenheim Capital
Illinois
$718K
4
VKH
4
Virtu KCG Holdings
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$2.89M +$255K +39,232 +10%
AAM
2
Advisors Asset Management
Colorado
$2.26M +$430K +66,158 +24%
Morgan Stanley
3
Morgan Stanley
New York
$875K +$712K +109,474 +435%
GC
4
Guggenheim Capital
Illinois
$718K -$279K -42,931 -28%
Goldman Sachs
5
Goldman Sachs
New York
$627K -$2.35K -362 -0.4%
LPL Financial
6
LPL Financial
California
$616K -$768K -118,168 -55%
U
7
UBS
Switzerland
$601K +$155K +23,775 +35%
NES
8
New England Securities
New York
$442K -$4.55K -700 -1%
PPA
9
Parametric Portfolio Associates
Washington
$379K +$153K +23,520 +68%
Allianz Asset Management
10
Allianz Asset Management
Germany
$350K – – –
VanEck Associates
11
VanEck Associates
New York
$198K +$57.5K +8,842 +41%
NPC
12
National Planning Corporation
California
$187K -$9.57K -1,500 -5%
CIA
13
Capital Investment Advisors
Georgia
$159K +$13K +2,000 +9%
HK
14
Horizon Kinetics
New York
$142K – – –
AQR Capital Management
15
AQR Capital Management
Connecticut
$122K – – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$102K +$102K +15,735 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$96K +$2.19K +335 +2%
WA
18
WESPAC Advisors
California
$79K – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$75K – – –
ANB
20
Amarillo National Bank
Texas
$75K – – –
RT
21
Reliance Trust
Georgia
$70K -$1.27K -196 -2%
RFC
22
Regions Financial Corp
Alabama
$68K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$68K +$26K +4,009 +62%
SBH
24
Segall Bryant & Hamill
Illinois
$65K – – –
PAI
25
Pittenger & Anderson Inc
Nebraska
$65K – – –
1
2