MFM

MFS Municipal Income Trust
MFM

Overview Fund Activity

84 hedge funds and large institutions have $81.9M invested in MFS Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFS
1
Anderson Financial Strategies
Ohio
$4.29M
2
Bank of America
2
Bank of America
North Carolina
$10.1M
3
Creative Planning
3
Creative Planning
Kansas
$1.19M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$9.79M
5
Raymond James Financial
5
Raymond James Financial
Florida
$997K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$3.66M
2
PAG
2
Private Advisor Group
New Jersey
$1.35M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.87M
4
WAM
4
Wolverine Asset Management
Illinois
$84.4K
5
RCM
5
Robinson Capital Management
Michigan
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.1M 1,895,354 +255,120 +16%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$9.79M 1,827,038 +201,691 +12%
UBS Group
3
UBS Group
Switzerland
$6.33M 1,183,383 +40,519 +4%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.7M 877,791 -6,353 -0.7%
AAM
5
Advisors Asset Management
Colorado
$4.68M 875,266 +153,263 +21%
AFS
6
Anderson Financial Strategies
Ohio
$4.29M 801,531 +801,531 New
SCM
7
Saba Capital Management
New York
$3.66M 683,746 -234,568 -26%
GC
8
Guggenheim Capital
Illinois
$3.5M 654,988 +124,086 +23%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.07M 573,615 +36,785 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.87M 535,803 -80,139 -13%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$2.81M 526,027 -21,575 -4%
LSC
12
Logan Stone Capital
Illinois
$2.15M 402,423 +5,244 +1%
VanEck Associates
13
VanEck Associates
New York
$1.85M 346,432 +15,058 +5%
MSL
14
Mackay Shields LLC
New York
$1.78M 333,155 – –
PAG
15
Private Advisor Group
New Jersey
$1.35M 253,115 -112,605 -31%
Invesco
16
Invesco
Georgia
$1.28M 239,267 +110,536 +86%
LPL Financial
17
LPL Financial
California
$1.19M 222,815 +19,366 +10%
Morgan Stanley
18
Morgan Stanley
New York
$1.19M 222,693 -13,165 -6%
Creative Planning
19
Creative Planning
Kansas
$1.19M 222,064 +222,064 New
RCM
20
Robinson Capital Management
Michigan
$1.03M 192,508 -41,798 -18%
Raymond James Financial
21
Raymond James Financial
Florida
$997K 186,416 +186,416 New
PAS
22
Park Avenue Securities
New York
$720K 134,564 +8,993 +7%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$681K 127,236 +20,652 +19%
CIA
24
Capital Investment Advisors
Georgia
$646K 120,732 -10,500 -8%
MWM
25
Melfa Wealth Management
Massachusetts
$606K 113,224 -352 -0.3%
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