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
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$7.32M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.16M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.87M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.42M
5
UBS Group
5
UBS Group
Switzerland
$5.07M

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 %
SCM
1
Saba Capital Management
New York
$7.85M 1,518,156 +107,427 +8%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$7.32M 1,415,915 +1,415,915 New
Bank of America
3
Bank of America
North Carolina
$6.65M 1,286,539 +55,453 +5%
UBS Group
4
UBS Group
Switzerland
$5.07M 980,101 +273,361 +39%
AAM
5
Advisors Asset Management
Colorado
$4.13M 798,069 -46,753 -6%
Morgan Stanley
6
Morgan Stanley
New York
$3.91M 757,142 -878,047 -54%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.87M 555,880 +325,594 +141%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.42M 468,198 +296,560 +173%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$2.16M 417,243 +417,243 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.09M 405,046 +15,462 +4%
LSC
11
Logan Stone Capital
Illinois
$1.99M 384,607 +13,769 +4%
MSL
12
Mackay Shields LLC
New York
$1.72M 333,155 – –
VanEck Associates
13
VanEck Associates
New York
$1.59M 307,338 +32,633 +12%
RCM
14
Rivernorth Capital Management
Florida
$1.48M 286,743 -119,273 -29%
RCM
15
Robinson Capital Management
Michigan
$1.37M 265,180 +265,180 New
LPL Financial
16
LPL Financial
California
$1.13M 218,025 -28,046 -11%
EDRIA
17
Edmonds Duncan Registered Investment Advisors
Kansas
$1.1M 213,349 +3,273 +2%
GC
18
Guggenheim Capital
Illinois
$1.07M 207,231 -6,719 -3%
PAG
19
Private Advisor Group
New Jersey
$892K 172,504 +172,504 New
Wells Fargo
20
Wells Fargo
California
$814K 157,433 -66,592 -30%
Truist Financial
21
Truist Financial
North Carolina
$785K 151,899 -19,800 -12%
CIA
22
Capital Investment Advisors
Georgia
$732K 141,645 -5,500 -4%
PAS
23
Park Avenue Securities
New York
$701K 135,552 -3,350 -2%
BWG
24
Balanced Wealth Group
Ohio
$661K 127,871 +127,871 New
AA
25
AQR Arbitrage
Connecticut
$655K 126,655 -32,386 -20%
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