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.

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 Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$7.69M 1,431,135 +15,220 +1%
Bank of America
2
Bank of America
North Carolina
$7.53M 1,401,382 +114,843 +9%
UBS Group
3
UBS Group
Switzerland
$5.73M 1,067,379 +87,278 +9%
AAM
4
Advisors Asset Management
Colorado
$5.05M 939,810 +141,741 +18%
SCM
5
Saba Capital Management
New York
$4.26M 793,717 -724,439 -48%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$4.09M 761,784 +205,904 +37%
PAG
7
Private Advisor Group
New Jersey
$2.92M 544,257 +371,753 +216%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$2.77M 515,466 +98,223 +24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.76M 514,393 +46,195 +10%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.39M 445,619 +40,573 +10%
MSL
11
Mackay Shields LLC
New York
$1.79M 333,155 – –
VanEck Associates
12
VanEck Associates
New York
$1.75M 326,701 +19,363 +6%
Morgan Stanley
13
Morgan Stanley
New York
$1.36M 252,775 -504,367 -67%
RCM
14
Robinson Capital Management
Michigan
$1.35M 265,180 – –
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$1.17M 218,234 +4,885 +2%
LPL Financial
16
LPL Financial
California
$1.14M 212,556 -5,469 -3%
GC
17
Guggenheim Capital
Illinois
$1.1M 204,584 -2,647 -1%
LSC
18
Logan Stone Capital
Illinois
$942K 175,505 -209,102 -54%
Wells Fargo
19
Wells Fargo
California
$851K 158,436 +1,003 +0.6%
Truist Financial
20
Truist Financial
North Carolina
$820K 152,691 +792 +0.5%
CIA
21
Capital Investment Advisors
Georgia
$769K 143,130 +1,485 +1%
PAS
22
Park Avenue Securities
New York
$726K 135,283 -269 -0.2%
FPCP
23
Fort Point Capital Partners
California
$660K 122,940 +69,365 +129%
RJA
24
Raymond James & Associates
Florida
$636K 118,461 +186 +0.2%
MWM
25
Melfa Wealth Management
Massachusetts
$620K 115,430 +68 +0.1%
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